Zapier Integration

Connect Deskwoot to over 5,000 apps using Zapier. Automate workflows between Deskwoot and your CRM, project management tools, email marketing platforms, and more — without writing any code. This integration helps your team eliminate repetitive tasks, keep tools in sync, and respond to customers faster.

Getting Started with Zapier

1. Sign up or log in at zapier.com.
2. Search for "Deskwoot" in the Zapier app directory.
3. Generate an API token in your Deskwoot account by navigating to Settings > API Tokens.
4. Authenticate by pasting your Deskwoot API token into Zapier when prompted.
5. Build your first Zap by choosing a trigger and an action, then test and activate it.

Available Triggers

Deskwoot triggers fire when specific events happen in your account. Use these to start automated workflows:

• New conversation created — a customer opens a new conversation.
• Conversation status changed — e.g., moved to resolved or pending.
• New message received — an incoming message arrives in any conversation.
• New contact created — a new customer record is added.
• CSAT rating submitted — a customer submits a satisfaction rating.

Available Actions

Deskwoot actions let other apps push data into Deskwoot:

• Create a conversation
• Send a message
• Create a contact
• Add a label to a conversation
• Assign a conversation to an agent

Common Automation Examples

• Create a Slack notification when a VIP customer opens a conversation.
• Add new Deskwoot contacts to your Mailchimp audience automatically.
• Create a Trello card when a conversation is labelled bug.
• Log resolved conversations to a Google Sheet for reporting.
• Send a follow-up email via SendGrid three days after resolution.

Webhooks for Advanced Use

For custom integrations beyond the pre-built triggers, use Deskwoot's webhook feature at Settings > Webhooks. In Zapier, select "Webhooks by Zapier" as your trigger app and point your Deskwoot webhook to the URL Zapier provides. This gives you access to all Deskwoot events, even those not listed as standard triggers.

Best-Practice Tips

• Name your Zaps clearly (e.g., "New Bug Conversation → Trello Card") so teammates can understand each automation at a glance.
• Use Zapier filters to narrow triggers — for example, only fire when a conversation carries a specific label or is assigned to a certain team.
• Test every Zap with sample data before turning it on to avoid duplicate records or misfired messages.
• Keep your API token secure. Regenerate it immediately from Settings > API Tokens if you suspect it has been compromised.

Troubleshooting

• Authentication errors: Confirm your API token is still active in Deskwoot. Tokens that have been regenerated will invalidate older connections.
• Trigger not firing: Check that the Zap is turned on and that the event matches your trigger conditions. Review Zapier's Task History for error details.
• Duplicate data: Ensure you haven't created multiple Zaps with the same trigger-action pair. Use Zapier's de-duplication key when available.

FAQ

Can I use Zapier with a free Deskwoot plan?

API token availability depends on your Deskwoot plan. Check Settings > API Tokens to see if the option is enabled for your account.

Is there a delay between the event and the Zap running?

Zapier polls for new data at intervals that depend on your Zapier plan — typically every 1 to 15 minutes. For near-instant automation, use the webhook-based approach described above.

How many Zaps can I connect to Deskwoot?

There is no Deskwoot-side limit on the number of Zaps. The total number of active Zaps is determined by your Zapier subscription tier.