Integrations

Supercharge OneDesk with Relevance AI

OneDesk is a comprehensive platform for managing helpdesk and project workflows, allowing teams to create and manage projects, items, and conversations efficiently. With Relevance AI, you can elevate these capabilities by incorporating AI Agents that automate tasks and optimize workflows.

Give your AI Agents OneDesk Superpowers

OneDesk streamlines project management and customer communication, while Relevance AI empowers these processes with intelligent automation and AI-driven insights that adapt to your needs.

Intelligent Workflow Orchestration

The AI agent seamlessly coordinates complex ticket routing, task assignments, and project workflows based on real-time data analysis.

Predictive Resource Optimization

Leverages historical patterns and current workload data to anticipate resource needs and prevent bottlenecks before they occur.

Knowledge Base Evolution

Dynamically updates and refines the knowledge base by learning from successful ticket resolutions and project outcomes.

Tools

Equip AI Agents with the OneDesk Tools they need

Relevance AI integrates seamlessly with OneDesk to enhance your helpdesk and project management workflows.

OneDesk - Create Message
Creates a new message within an existing OneDesk conversation thread, enabling communication and collaboration within the platform
OneDesk - Create Item
Creates a new work item in OneDesk with customizable properties including name, type, description, and priority level
OneDesk - Find Project
Searches for and retrieves project information based on creation time, invoice type, and due date criteria
OneDesk - Update Item
Modifies existing items in OneDesk, allowing updates to properties such as name, description, priority, and completion progress
OneDesk - Create User
Adds a new user to the OneDesk platform with specified roles, permissions, and team assignments
OneDesk - Find Item
Searches for specific items within OneDesk based on type, creation time, and name criteria
Name
OneDesk API Call
Description
Make an authorized request to a OneDesk API
Parameters
["OAuth account authentication", "HTTP method selection (GET, POST, PUT, DELETE, PATCH)", "Custom request headers", "Request body configuration", "Relative path specification"]
Use Case
A software development team uses the OneDesk API Call to automatically sync customer support tickets from their help desk into OneDesk's project management system, enabling real-time visibility of customer issues for their development team. This integration streamlines their workflow by eliminating manual ticket creation and ensures development priorities align with customer needs.

Security & Reliability

The OneDesk integration with Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your OneDesk data. Relevance AI manages API operations (such as creating projects, items, and conversations) in the background, allowing you to focus on your tasks without worrying about errors, formatting, or limits.

With built-in validation and type conversion, your workflows run seamlessly, even when data formats differ. This integration streamlines project management and enhances customer communication through automated processes.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the OneDesk + Relevance AI integration without writing code:
  • Start with a well-structured OneDesk account: Organize projects, items, and conversations with clear naming conventions and consistent categorization.
  • Utilize pre-built workflows: Relevance AI provides templates for automating project and task management, making it easy to get started.
  • Connect with care: Ensure you have the correct OneDesk OAuth credentials and permissions set up during integration.
  • Test automations on sample data: Validate your workflows with test projects and items to prevent issues in live environments.
  • Monitor API usage: Be mindful of rate limits by implementing request throttling and batching operations when possible.