Adding Google Sheets Rows for New Desk Cases Using Zapier
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You will need:
● a Desk account
● a Google Docs account
● a Zapier account
Steps1. Getting your accounts ready
2. Connecting your accounts
Getting your accounts readyTo connect your Desk account to Zapier, you will need an active Desk account. More information about getting started with Desk on Zapier can be found here.
To link your Desk account to Google Sheets, make sure you have created a new sheet for this purpose. You can learn more about getting started with Google Sheets on Zapier, here.
Connecting your accountsClick here to Add Google Sheets rows for new Desk cases.
1.Choose your Desk account from the list of accounts, or connect a new account.
2.To connect a new Desk account to Zapier, type your Account Name, or custom domain name into the appropriate field in the popup. On the following screen, grant Zapier access to your Desk account.
3. Optionally, select the criteria for the Zap to watch and Filter cases from. These include Statuses, Assigned Group, Assigned user, and Labels.
4. Choose your Google Sheets account from the list of accounts, or connect a new account.
5. Choose both the Spreadsheet you created for your Desk cases, and the Worksheet.
6. Click Save + finish!
Now test the Zap to make sure it works. Once you’re satisfied with the results, new cases created in Desk using the criteria you specified in the Zap will be added to the corresponding document on Google Sheets.
Note: If you ever want to change this Desk and Google Sheets integration, just go to your Zapier dashboard and tweak anything you'd like.
You can also check out all that’s possible with Desk on Zapier, and other ways to connect Desk and Google Sheets.