Without software, Desk.com helps small businesses and growing support teams create the Happiest Customers on Earth.

The fastest way to invoice clients, track time & run your small business in the cloud.

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Cases

  • ID
    Customer
    Assigned User
    Assigned Group
    External ID
    Unique external identifier to reference this case to an external system.
    Blurb
    Short summary of, or excerpt from, the case.
    Subject
    Priority
    Number between 1 and 10, 1 being lowest priority.
    Description
    Status
    Type
    Channel of the case, one of: chat, twitter, email, qna, facebook, phone.
    Labels
    Label Ids
    Language
    Created At
    Updated At
    Changed At
    Active At
    Received At
    Locked Until
    First Opened At
    Opened At
    First Resolved At
    Resolved At
  • Case Created

    Triggers when a new Case is created in the selected account.

  • Case Updated

    Triggers when a Case is updated in the selected account.

  • Create an Email Case

    Creates a new Email Case

  • Update a Case

    Updates the selected Case.

  • Look Up a Case

  • Search Cases

    Searches for Cases in the selected account and returns a list.

Customers

  • ID
    First Name
    Last Name
    Company
    Title
    Avatar
    Uid
    Customer’s Multipass SSO UID.
    External
    Unique external identifier to reference this customer to an external system.
    Background
    Any background information for the customer.
    Language
    Locked Until
    Created At
    Updated At
    Emails
    Phone Numbers
    Addresses
    Access Private Portal
    Access Company Cases
  • Customer Created

    Triggers when a new Customer is created in the selected account.

  • Customer Updated

    Deletes the selected Customer.

  • Create a Customer

    Creates a new Customer.

  • Update a Customer

    Updates the selected Customer.

  • Search Customers

    Triggers when a Customer is updated in the selected account.

Users

  • ID
    Name
    Public Name
    Email
    Email Verified
    Avatar
    Level
    Created At
    Updated At
    Current Login At
    Last Login At
    Available
  • User Created

    Triggers when a new User is created in the selected account.

  • User Updated

    Triggers when a User is updated in the selected account.

  • Search Users

    Searches for Users in the selected account and returns a list.


Clients

  • ID
    First Name
    Last Name
    Organization
    Email
    Username
    Home Phone
    Mobile
    Work Phone
    Fax
    Vat Name
    Vat Number
    Primary Street 1
    Primary Street 2
    Primary City
    Primary State
    Primary Country
    Primary ZIP Code
    Secondary Street 1
    Secondary Street 2
    Secondary City
    Secondary State
    Secondary Country
    Secondary ZIP Code
    Notes
    Language
    Currency Code
    Folder
    Client View Link
    View Link
    Statement Link
    Updated At
  • Client Created or Updated

    Triggers when a Client is updated in the selected account.

  • Create a Client

    Creates a new Client.

  • Update a Client

    Updates the selected Client.

  • Delete a Client

    Deletes the selected Client.

  • Search Clients

    Searches for Clients in the selected account and returns a list.

Invoices

  • ID
    Client
    Number
    Lines
    Estimate
    Po Number
    Date
    Status
    Amount
    Discount Percent
    Write a percent number (20 for 20% discount)
    Paid
    Amount Outstanding
    Notes
    Terms
    Return Uri
    A URL link presented when customer pays. For example: https://example.com/thank-you-for-paint.html.
    Currency Code
    Language
    Vat Name
    Vat Number
    Folder
    Organization
    First Name
    Last Name
    P Street1
    P Street2
    P City
    P State
    P Country
    P Code
    Client View Link
    View Link
    Edit Link
    Download PDF Link
    Created At
    Updated At
  • Invoice Created

    Triggers when a new Invoice is created in the selected account.

  • Invoice Updated

    Triggers when a Invoice is updated in the selected account.

  • Create an Invoice

    Creates a new Invoice.

  • Update an Invoice

    Updates the selected Invoice.

  • Delete an Invoice

    Deletes the selected Invoice.

  • Send Invoice by Email

    Sends Invoice by Email

  • Search Invoices

    Searches for Invoices in the selected account and returns a list.