Zapier — Integration

Overview

Automate workflows with thousands of apps. Triggers for ticket lifecycle; actions to create/update tickets and post notes.

Capabilities

• Triggers: New Ticket, Ticket Updated, Ticket Resolved, CSAT Received

• Actions: Create Ticket, Update Ticket, Add Note, Add Attachment (link)

• Field pickers with sample payloads & custom fields support

• Secure token auth with scoped permissions

1. 1

   Step 1

   In Zapier, select **Velaxe Agent Desk** as trigger or action.

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2. 2

   Step 2

   Generate an API token in Agent Desk (Settings → API) and paste into Zapier.

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3. 3

   Step 3

   Choose your trigger/action and pull a sample to map fields.

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4. 4

   Step 4

   Turn on the Zap and run a test ticket to validate end-to-end.

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Limitations

• Zapier free tier polling can delay triggers; use filters/paths for high volume.

• Attachments are referenced via signed URLs, not uploaded binaries.

FAQs

Pricing