involve.me + OneDesk

involve.me + OneDesk integrations

Create OneDesk items from new completed involve.me submissions

Streamline your involve.me and OneDesk processes with this efficient automation. This workflow triggers when you receive a new completed submission in involve.me, then creates an item in OneDesk accordingly. Keep your team informed and organized by seamlessly integrating completed submissions into your OneDesk system, saving time and ensuring nothing falls through the cracks.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create ItemCreates a new work item
ActionWrite

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More things you can do with involve.me and OneDesk

Discover other triggers and actions you can use with involve.me and OneDesk

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- Item Type
  Required
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
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- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
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- Item Type
  Required
Trigger
Polling
Try It

- Updates On
  Required
Trigger
Polling
Try It
- Item
  Required
- Post Type
  Required
- Comment
  Required
Action
Write

- Customer's email
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer Type
- Customer Organization
  Required
Action
Write
- User
  Required
- Item
  Required
- Work
  Required
- Percent completed
  Required
- Billable
- Comment
- lifecycleStatus
- Start date & time
  Required
- Finish date & time
  Required
Action
Write
- Item
  Required
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by
  Required
- Search critera
  Required
Action
Search

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- Comment Posted On
  Required
- Public or Internal message
  Required
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Billable
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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- Type
  Required
- Name
  Required
- Description
- Portfolio(s)
Action
Write
- Name
  Required
- Item type
  Required
- Project
  Required
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write
- User Type
  Required
- Team/Account
- First Name
- Last Name
- Email
  Required
- Administrator
Action
Write
- Container Types
  Required
- Search By
  Required
- Search critera
  Required
Action
Search

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

HelpHelp

Related categories

Project Management