Select eDesk in workflow
Pick eDesk app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in eDesk and run actions that can create, search or modify data inside eDesk automatically [3] — exactly how you set them.
3 simple steps to make your eDesk connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick eDesk app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to eDesk in WEXTL once. eDesk credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your eDesk account. Approve?
Build your workflow with eDesk yourself or with WEXTL® AI Builder. Connect eDesk to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever eDesk app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that eDesk supports.
The following table illustrates what fields eDesk integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how eDesk is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API TokenRequired | password | Generate an API token in your dashboard:Get your API token. |
Enter a name of the other app you want to sync with eDesk below. Click on selected app to explore integration options with eDesk. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Order Notes trigger from eDesk - this will be a starting point in your automation. Whenever event happens in eDesk, workflow will start [7] from Watch Order Notes node.
Search for Create a Sales Order, connect it as the next step of integration sequence. You can use filters between Watch Order Notes and Create a Sales Order, so only important data pass from Watch Order Notes to the next step. WEXTL gives you full control over the process of eDesk automation. All parts of workflow are visible on the canvas [4].
eDesk on WEXTL has 49 modules for crafting support automations. Explore eDesk documentation for more.

Video slide demonstrates how Watch Order Notes and Create a Sales Order [6] nodes are used in eDesk workflow.
Common questions about automating eDesk in your workflows.
List of sources used to gather information about the eDesk integration.