
When this happens...
New Ticket
New Customer
Customer Updated
New Note on Ticket
Ticket Assigned
Ticket Unassigned
New Agent Reply
Thread Edited
New Customer Reply

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Action is the task that follows automatically within your Teamwork Desk integrations.
Creates a new customer
Assigns a ticket to a specific team member.
Link task to ticket
Unassigns the selected ticket.
Update Customer
test

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Teamwork Desk and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in folk (or vice versa).
Absolutely. You can customize how Teamwork Desk data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between Teamwork Desk and folk 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 Teamwork Desk and folk. 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.
Teamwork 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.
Learn MoreFolk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
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