How to integrate ClickUp and Zendesk to automatically update the ticket status in Zendesk when a task is completed in ClickUp

The process is as follows and can be set up in 15-20 minutes.

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register ClickUp and Zendesk as My Apps

Register ClickUp and Zendesk as My Apps in Yoom.
By registering as My Apps, automation settings are easy.

First, register ClickUp as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for ClickUp from "Search by App Name" or find it from the app list.

The following screen will be displayed, so enter the information in the red frame and log in to ClickUp.

When the following screen is displayed, click "Connect Workspace".

Next, register Zendesk as My App.
Please refer to the Yoom Help Page for registration instructions.

Once both My App registrations are complete, ClickUp and Zendesk will be displayed in My Apps.

Step 2: Set a Trigger to Activate When a Task is Completed in ClickUp

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, you can do so from the screen below.
First, since it is done from the ClickUp settings, click "When the task is updated".

The following screen will be displayed, so please check the settings.

• "Title" → Can be changed freely
• "Account information linked with ClickUp" → Check for discrepancies
• "Trigger Action" → When the task is updated
  

The following screen will be displayed, so set the "team_id" from the candidates.
Select the appropriate candidate from the red frame below.
If there are other necessary items, please set them.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 3: Set up the action to retrieve tasks in ClickUp

To set up retrieving tasks, click "Retrieve Task".
When the following screen is displayed, check the settings.

• "Title" → Can be changed freely
• "Account information linked with ClickUp" → Check for discrepancies
• "Action" → Retrieve Task
  

The following screen will be displayed, so use the output to set the "task_id".
Click the arrow in the red frame, and the output of "When the task is updated" will be displayed, so select "Task ID".
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Set up a branching operation‍

To update the ticket status when the status is "complete", set up branching.
When the following screen is displayed, check the settings.

• "Title" → Can be changed freely

Branching target output

• "Operation" → Retrieve Task
• "Output" → Status

Branching condition

• "Status", "Equal to", "complete"
  

Step 5: Set up the action to update the ticket status in Zendesk

The following screen will be displayed, so check the settings.

• "Title" → Can be changed freely
• "Account information linked with Zendesk" → Check for discrepancies
• "Action" → Update Ticket Status

When the following screen is displayed, please configure the settings.

• "Subdomain", "Ticket ID" → Check the description and set
• "Status" → Resolved

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Finally, click "Turn on Trigger" to complete the automation setup.

Flowbot template used this time
Update Zendesk ticket status when a task is completed in ClickUp

Other Examples of Automation Using ClickUp and Zendesk

1. This is a flow where a task is created in ClickUp and an email is automatically sent via Gmail when there is a response to a form.
By creating tasks based on the content of the form responses, it becomes easier to prioritize work.
Additionally, by automatically sending emails, there is no worry about missing tasks.

2. This is a flow that automatically adds a ticket to Microsoft Excel when it is created in Zendesk.
This eliminates the hassle of manually transferring ticket information, allowing you to work more efficiently.

3. This is a flow where a comment is automatically added to a Zendesk ticket when a kintone record is updated.
This automation will save you the trouble of entering comments and allow you to share information efficiently.

Summary

By integrating ClickUp with Zendesk, ticket statuses are automatically updated upon task completion, eliminating the need for manual updates.
This allows team members to easily visualize completed tasks and makes it easier to track progress.
Additionally, the automatic updating of ticket statuses helps prevent missed updates and errors, enabling smooth business operations.
Take advantage of this automation to improve the accuracy of your work.

If you want to try using Yoom, please register for free here.