Limitless Automation: Connect Daktela to Thousands of Apps with Make

Do you use Google Sheets for reporting, Slack for team communication, or a niche CRM that doesn’t have a direct integration? Do you find yourself manually copying data between Daktela and other tools, wishing they could just "talk" to each other?

With our integration for Make (formerly Integromat), they can. Make acts as the digital glue that connects Daktela to thousands of other popular apps. It allows you to build powerful, automated workflows visually—without writing a single line of code.

Why is the Daktela & Make integration a game-changer?

While native integrations are great for specific tools, Make unlocks the rest of the internet. It gives you the freedom to design workflows that fit your specific business processes, saving your team hours of repetitive manual work every week.

Real-world examples of what you can automate:

• Instant Team Notifications: When a High Priority ticket is created in Daktela, automatically send a message to a specific Slack or Microsoft Teams channel so your team can react immediately.
• Custom Reporting: Automatically log every finished call or closed ticket into a Google Sheet or Airtable database for your specific analytical needs.
• E-commerce Triggers: When a customer places an order in Shopify or WooCommerce, automatically send them a confirmation SMS via Daktela.
• Lead Management: When a new lead fills out a form on your website (e.g., via Typeform or Facebook Lead Ads), automatically create a CRM Record and a Ticket in Daktela for your sales team.

Triggers and Actions: How it works

Make works on a simple principle of Triggers (what starts the process) and Actions (what happens next). Daktela offers a robust set of 26 modules to cover almost any scenario.

1. Daktela as a Trigger:

You can set Make to "watch" your Daktela account.

• Example: Watch Tickets, Watch CRM Records, or Watch Contacts.
• Result: As soon as a new ticket arrives or a contact is updated in Daktela, the automation kicks off.

2. Daktela as an Action:

You can tell Make to perform a task inside Daktela based on data from another app.

• Example: Create a Ticket, Update a CRM Record, Send an SMS, Make a Call, or Add a Comment.

Setup in 10 Minutes: Visual & No-Code

You don't need a developer to set this up. Make provides a visual, drag-and-drop interface where you literally connect the dots between apps.

Getting started is easy:

1. In Daktela: Generate an API Access Token for your user.
2. In Make: Add the Daktela app to your scenario. You will be asked for your Daktela URL and the API Token you just generated.
3. Build: Drag and drop the Daktela module and connect it with any other app you use (Gmail, Trello, Slack, etc.).

That’s it. In approximately 10 minutes, you can have your first automated scenario live and running.

Ready to automate your world?

The integration itself is included in your Daktela Contact Center license. You can start exploring the possibilities on our Make Integration page.

Stop doing busywork. Let Make and Daktela handle the routine, so you can focus on your customers.

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