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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when the status of a gate entry is updated.
Triggers when a new ticket is created.
Triggers when a new customer is added.
Triggers when a customer's details are updated.
Triggers when a new note is added to a ticket.
Action is the task that follows automatically within your gate integrations.
Creates a new customer
Assigns a ticket to a specific team member.
Link task to ticket
Unassigns the selected ticket.
Update Customer
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your gate and Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in gate triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how gate data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between gate and Teamwork Desk 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 gate and Teamwork Desk. 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.
Cody is an AI-powered tool designed to assist businesses in automating tasks, improving productivity, and enhancing decision-making processes. It leverages artificial intelligence to provide insights, automate workflows, and facilitate seamless communication within organizations.
Learn MoreTeamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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