Connect MyDesk to Trestle

Both apps 27MyDesk 20Trestle 7

• Trigger
  New Appointment

  Triggered when a new appointment is created in MyDesk.

• Trigger
  New Company

  Triggers when a new company is created in MyDesk.

• Trigger
  New Contact

  Triggers when a new contact is created in MyDesk.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in MyDesk.

• Trigger
  New Task

  Triggered when a new task is created in MyDesk.

• Trigger
  Task Completed

  Triggers when a task is marked as completed in MyDesk.

• Trigger
  Task Overdue

  Triggers when an open task passes its planned date without being completed.

• Action
  Create Address

  Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.

• Action
  Create Company

  Creates a new company (account) in MyDesk and returns its id.

• Action
  Create Contact

  Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.

• Action
  Create Task

  Creates a new task in MyDesk and returns its id.

• Action
  Find Contact

  Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.

• Action
  Find Country

  Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.

• Action
  Find Opportunity

  Returns the opportunities in MyDesk that match your own identifier or a filter condition.

• Action
  Find Representative

  Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.

• Action
  Find Task

  Returns the MyDesk tasks that match your identifier, subject or filter condition.

• Action
  Update Company

  Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.

• Action
  Update Contact

  Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.

• Action
  Update Opportunity

  Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.

• Action
  Update Task

  Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.

• Action
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.