
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!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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
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To start, connect both your Teamwork Desk and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Teamwork Desk data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Teamwork Desk and noCRM.io 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 noCRM.io. 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 MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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