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OneDesk + Salesforce

New case in Salesforce creates new work item in OneDesk

If you have salespeople or support agents working in Salesforce, they will need to share their cases with the engineering and product management teams. This integration makes it simple. Whenever a new case is created in your Salesforce account, automatically create an Item in your OneDesk account.

If you have salespeople or support agents working in Salesforce, they will need to share their cases with the engineering and product management teams. This integration makes it simple. Whenever a new case is created in your Salesforce account, automatically create an Item in your OneDesk account.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    OneDeskOneDesk
    Create Item

    Creates an item.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.

Related categories

  • Project Management
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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