STEP 1
Connect eDesk and RichPanel
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
eDesk and RichPanel Integration
Keep eDesk and RichPanel in sync by integrating their events and actions. When support events happen in eDesk, update the RichPanel automatically - without any line of code in visual workflow builder.
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Learn about eDesk and RichPanel
Detailed info you need to know about eDesk and RichPanel integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect eDesk to RichPanel
Set up your eDesk and RichPanel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected eDesk and RichPanel nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between eDesk and RichPanel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between eDesk and RichPanel work in WEXTL?
WEXTL exposes actions and triggers for eDesk and RichPanel that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
eDesk triggersRichPanel actions
eDesk modules
- Create a MessageCreates a new message.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete an Order NoteDeletes an existing order note.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get an Order NoteRetrieves a single order note.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update an Order NoteUpdates an order note in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
RichPanel modules
- Add Tags to a ConversationAdds tags to a conversation in the service.
- Attach an Order to a ConversationLinks an order to a conversation in the system.
- Create a Conversation (Email Variant)Creates a new conversation using the email variant.
- Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.
- Create a TagCreates a new tag.
- Create or Update a CustomerCreates a new customer or updates an existing customer.
- Create or Update a SubscriptionCreates a new subscription or updates an existing subscription.
- Create or Update an OrderCreates a new order or updates an existing order.
- Get a ChannelRetrieves a single channel.
- Get a ConversationRetrieves a single conversation.
- Get a ConversationRetrieves a conversation using its conversation number.
- Get a Customer by ContactRetrieves a customer using an email or phone number.
- Get a UserRetrieves a single user.
- Get an OrderRetrieves an order.
- Get an Order by ConversationRetrieves an order linked to a conversation.
- List ChannelsRetrieves all channels.
- List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
- List TagsRetrieves all tags.
- List TeamsRetrieves all teams.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Tags from a ConversationRemoves tags from a conversation.
- Update a ConversationUpdates an existing conversation.
- Upload a FileUploads a file to a specific location or service.
- Watch ChannelsTriggers when there is a change in a channel.
- Watch TagsTriggers when tag changes occur.
- Watch TeamsTriggers when there are changes to a team.
- Watch UsersTriggers when there are changes to a user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with eDesk and RichPanel integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting eDesk and RichPanel.
Connect your eDesk and RichPanel accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when eDesk's "Watch Channels" fires, WEXTL can "Add Tags to a Conversation" in RichPanel. eDesk has 9 triggers (including Watch Channels, Watch Contacts, and Watch Order Notes); RichPanel has 24 actions (including Add Tags to a Conversation, Attach an Order to a Conversation, and Create a Conversation (Email Variant)). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. eDesk-to-RichPanel automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment eDesk (or RichPanel) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your eDesk + RichPanel automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the eDesk and RichPanel integration.
- eDesk and RichPanel integration source code, module specs and credentials implementation.
- Our eDesk and RichPanel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for eDesk and RichPanel — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- eDesk integration information
- RichPanel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library