Connect Deskpro and Wealthfront to Build Intelligent Automations
Enable Integrations or automations with these events of Deskpro and Wealthfront
Enable Integrations or automations with these events of Deskpro and Wealthfront
Triggers
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
Actions
Create Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create Organization
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Find Ticket
Retrieve tickets from Deskpro using a query string.
Find Organization
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add Message to Ticket
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.
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Frequently Asked Questions
To start, connect both your Deskpro and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Deskpro data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Deskpro and Wealthfront typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Deskpro and Wealthfront. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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