A Zapier trigger is the event that starts an automated workflow (called a Zap). When the trigger event occurs in one app, such as creating a new lead in SalesDesk, it activates the Zap and tells Zapier to perform one or more follow-up actions in other connected apps. Triggers are the starting point of automation and define when your workflow should run. For example, a trigger could be “New Record Created in SalesDesk,” which might then lead to actions like “Send Slack Notification” or “Create a New Contact in Billing System.”

The SalesDesk Zapier trigger can fire whenever a particular event occurs inside SalesDesk. The SalesDesk Zapier app has one trigger.

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Notification Rule Triggered

This trigger is fired in Zapier when an associated Notification Rule in SalesDesk is triggered. To use this trigger, follow these steps.

1

Configure Notification Rule in SalesDesk

When a notification rule is set up in SalesDesk, it can be referenced in this trigger to commence a Zap. The Notification Rules can be accessed in the Settings section of SalesDesk.

2

Apply SalesDesk Trigger

Create a new Zap and use the SalesDesk App for the first step. Select the Trigger event and choose the SalesDesk account connection you set up before.

3

Select SalesDesk Notification Rule

Next, select the SalesDesk Notification Rule you set up in SalesDesk.

4

Test Trigger

Once you have set up the trigger, you can test it to ensure that the correct event data from SalesDesk is being delivered to it.

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Notification Rule Data

The data sourced from the SalesDesk Zapier app trigger is a SalesDesk event object. The structure of the object is as follows.

{
 "recordId": "860548521846847", 
 "createdAt": "1740516654952",
 "createdByName": "Jon Folland",
 "createdBy": "118753361790548",
 "externalId": "369472042090953",
 "eventType": "RECORD_NOTE_ADDED",
 "id": "59b03f32-43d1-44c9-85e1-436ab24a3d0e",
 "params": {},
 "objectId": 5,
 "baseObjectId": 5
}

The fields are described below:

  • recordId: ID of the SalesDesk record that generated this event.
  • createdAt: The time this event was generated (milliseconds since the epoch).
  • createdByName: Name of the SalesDesk user that created the event.
  • externalId: ID of the event object.
  • eventType: Type of SalesDesk event.
  • workspaceId: The ID of the workspace from which this event was generated.
  • id: Internal SalesDesk event ID.
  • params: Key-value pair object of relevant data for the particular event.
  • objectId: Id of the object type to which the record belongs.
  • baseObjectId: Super-type of the object type to which the record belongs.