Automation integration

Zapier integration:
automate Deskflow events in hundreds of apps

With the Zapier integration, you connect Deskflow to hundreds of other apps. Triggers on documents, low stock and support tickets automatically start actions in Slack, Teams, Gmail, Google Sheets and more. No code, set up in minutes, scalable to every team.

Trigger → Action
4
Deskflow triggers
Apps via Zapier
0
Lines of code needed
Automate your processes

Repetitive manual work disappears from your day

Manually informing a colleague every time an invoice is created. Keeping track yourself of when a product drops below minimum stock. Manually forwarding support tickets to your team channel. These are recurring tasks that cost time without adding value.

With the Zapier integration, you set these processes up once and let them run automatically. As soon as something happens in Deskflow, Zapier instantly triggers the right action in your favourite tools. Faster, error-free and with no manual follow-up.

Sound familiar?
  • Manually notifying colleagues when a document is changed or created
  • Keeping track yourself of which products drop below minimum stock
  • Manually forwarding support tickets to the right channel or system
  • Recurring tasks that cost time but add no real value
How does a Zap work?

Zapier integration in three steps:
trigger, action, automatic

Zapier acts as the link between Deskflow and hundreds of other apps. Set up once, then everything runs automatically.

1
Connect Deskflow with Zapier

You connect Deskflow and Zapier once via a secure API connection on the Zapier platform. After authorisation, all Deskflow triggers are available in Zapier.

2
Choose a trigger and an action

In Zapier kies je een Deskflow-trigger — iets dat in Deskflow gebeurt — en vervolgens een actie in een andere app. Bv. "nieuw document" → "stuur bericht in Slack". Geen code nodig.

3
Everything runs automatically

As soon as the trigger fires in Deskflow, Zapier automatically performs the action in the other app. You don't need to do anything else. You can build multiple Zaps and expand step by step.

Benefits of the Zapier integration
Less manual work
Automate recurring tasks end-to-end. Never manually inform or forward again.
Higher speed
Teams are informed instantly as soon as something changes in Deskflow. Faster turnaround times.
Fewer errors
Zapier performs every step consistently and error-free. No mistakes from manual intervention.
Scalable
Start with one Zap and expand step by step. Every team can build its own automations.
Available triggers

The 4 Deskflow triggers
in the Zapier integration

Every trigger can start one or more actions in hundreds of apps. You build the automation that fits your process.

Trigger
Document changed
Triggers when a document is updated

As soon as an existing document is changed in Deskflow, this trigger automatically starts the corresponding action in Zapier. This way colleagues and systems are informed instantly, with no manual follow-up.

Applies to
Quotes Orders Delivery notes Invoices Credit notes
Trigger
New document
Triggers when a new document is created

As soon as a new document is created in Deskflow, the trigger fires. E.g. a new invoice created → automatically create a folder in OneDrive or send a confirmation. Keep structure from the very first moment.

Applies to
Quotes Orders Delivery notes Invoices Credit notes
Trigger
Item low on stock
Triggers when stock drops below minimum

As soon as an item's stock drops below the configured minimum stock in Deskflow, Zapier triggers instantly. Automatically send an email, a Teams notification or a task in Asana. Proactively avoid stockouts and missed sales.

Example actions
Email via Gmail Notification in Teams Task in Asana Row in Google Sheets
Trigger
New ticket
Triggers when a new support ticket is created

As soon as a new support ticket is created in Deskflow, Zapier triggers instantly. Automatically create an issue in Jira, send a notification to your support channel in Slack, or create a follow-up task. Your team responds faster and more consistently.

Example actions
Issue in Jira Notification in Slack Create follow-up task Log in spreadsheet
Powerful Zaps

Examples of automations
via the Zapier integration

These are some popular Zaps you can set up in a few minutes. No code, active instantly.

Trigger (Deskflow)
Document changed
Sales invoice changed in Deskflow
Action (other apps)
Slack message + Trello update + Google Sheets row
Everyone informed in real time, with no manual follow-up
Trigger (Deskflow)
Item low on stock
Product below minimum stock in Deskflow
Action (other apps)
Email via Gmail + notification in Microsoft Teams + task in Asana
Stockouts and missed sales proactively avoided
Trigger (Deskflow)
New document
New quote created in Deskflow
Action (other apps)
Create folder in OneDrive + confirmation to customer + entry in BI sheet
Structure guaranteed from the very first moment
Trigger (Deskflow)
New ticket
New support ticket created in Deskflow
Action (other apps)
Issue in Jira + notification in Slack support channel + follow-up task
Faster and more consistent response from your support team
Before and after

Zapier integration in Deskflow:
from manual to fully automatic

Without the Zapier integration
  • Manually informing colleagues on every document change or creation
  • Only noticing low stock once it's already too late
  • Manually forwarding support tickets to the right system
  • Recurring tasks that cost time and are error-prone
With the Zapier integration
  • Teams automatically informed as soon as a document changes or is created
  • Instant alert on low stock, stockouts proactively avoided
  • New support tickets automatically forwarded to Jira, Slack or other tools
  • Processes run error-free and consistently, with no manual intervention

Frequently asked questions

Everything about the Zapier integration via Deskflow

You connect Deskflow and Zapier once via a secure API connection. Then in Zapier, you choose a trigger — something that happens in Deskflow — and an action in another app. As soon as the trigger fires, Zapier automatically performs the action. No code needed, up and running in minutes.
Deskflow has four triggers available in Zapier: Document changed (triggers on changes to quotes, orders, delivery notes, invoices or credit notes), New document (triggers when the same document types are created), Item low on stock (triggers when an item's stock drops below the minimum stock) and New ticket (triggers when a new support ticket is created in Deskflow).
Through the Zapier integration, you can connect Deskflow to hundreds of apps: Slack, Microsoft Teams, Gmail, Google Sheets, Trello, Asana, OneDrive, Google Drive, Jira and many others. Any app available in Zapier can be connected to Deskflow's triggers.
No. Zapier is specifically built to set up automations with no code. Through Zapier's intuitive interface, you choose a Deskflow trigger and an action in another app. You build your first Zap in a few minutes, with no technical knowledge required.
A Zap is an automation in Zapier consisting of a trigger and one or more actions. You build a Zap by choosing the Deskflow integration as the trigger in Zapier (e.g. Document changed) and then selecting an action in another app (e.g. send a message in Slack). After that, everything runs automatically with no further intervention.

Ready to automate?

Zapier integration and Deskflow:
automate your processes with no code

Book a no-obligation consultation and discover how the Zapier integration takes repetitive manual work out of your day. Up and running within a month, instant results.