Connect MyDesk and AI by Zapier to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate MyDesk with AI by Zapier - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from MyDesk.

Add your action

An action happens after the trigger—such as "Extract Content From URL" in AI by Zapier.

You’re connected!

Zapier seamlessly connects MyDesk and AI by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It

- Company
  Required
- Contact With
- Subject
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Assigned To
  Required
- Location
- Appointment Type
  Required
- Follow Up
  Required
- Is Closed
  Required
Action
Write
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Write

- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Write
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- Code
  Required
Action
Search
- Name
- Code
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Search or write
- URL to Extract Content From
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write

- Company Type
  Required
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Status
  Required
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Address Type
  Required
- Street
- Postal Code
  Required
- City
  Required
- Country
  Required
- Set as Primary Visiting Address
  Required
- Set as Primary Shipping Address
  Required
Action
Write
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Write
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Write
- Company Type
  Required
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Search or write
- Provider
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Tools
- Output fields
- Output fields (structured)
- Return as an array of objects?
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
Action
Write

For AI agents & developers

Use MyDesk and AI by Zapier with AI agents and code

Beyond Zap workflows. Call MyDesk and AI by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose MyDesk and AI by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Address
Extract Content From URL

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger MyDesk and AI by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* mydesk / ai action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect MyDesk and AI by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate AI by Zapier on the Zapier blog

Make work flow with AI

Level up your MyDesk to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About AI by Zapier

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

Learn moreLearn moreHelpHelp