How to Integrate Deskera

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

Description

Deskera CRM manages your sales and support processes with no hassle. You can funnel leads from web pages into the CRM by using Deskera forms. Segment contacts based on your nurturing process, and make attractive emails. Schedule campaign launches and track your stats with detailed analytics. Add more deals to the pipeline in CRM and drive closures. Streamline support tracking and response time with Deskera ticketing. Add helpdesk to give your users a quick guide to troubleshooting the problem.

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Entities

Source	Target
Send Contacts	Add Contacts
Send Products	Add Products
Send Accounts	Add Accounts
Send Orders	Add Orders
Send Taxes	Add Taxes
Send Invoices	Add Invoicers
Send Bills	Add Bills
Send Quotations	Add Quotations
Send Stock Adjustments	Add Stock Adjustments
Send Stock Transfers	Add Stock Transfers
Send Warehouses	Add Contacts (CRM

The task can be triggered by the following events:

 

• on successful completion of a different task

• API call

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Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the Login.

Step 4.

Simply Login to your Deskera and Click Finish!

Deskera is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 

We develop integrations based on the requests and up-votes :) 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!