How to Integrate Applications

2024/09/27

Integrate Brushup and Zendesk to update the ticket status in Zendesk when a task is completed in Backlog.

r.suzuki

As the number of tools used in daily operations increases, managing each one becomes challenging.
In such cases, if different tools can be integrated, these issues might be resolved.
Therefore, this time, we will introduce a method to automatically update the ticket status in Zendesk when a task is completed in Backlog.
Integrating Backlog and Zendesk can centralize task and ticket management, potentially improving work efficiency.
We encourage everyone to try app integration!

Benefits of Integrating Backlog and Zendesk

1. Improved Efficiency and Time Savings

Automation eliminates the need for manual ticket updates, allowing personnel to allocate time to other tasks.
Not only does it reduce work time, but it also enhances employee productivity, leading to overall operational efficiency.
For example, when task completion in Backlog is quickly reflected in Zendesk, support staff can respond to customers without delay.

2. Error Reduction

Manual updates carry the risk of human error, but automation allows the task details from Backlog to be directly reflected in Zendesk, preventing omissions and input mistakes.
For example, it can prevent delays in response or incorrect information being provided to customers due to incorrect status entries or forgotten updates.

Here, we will introduce the steps for setting up integration using Yoom.

[What is Yoom]

How to Create a Backlog and Zendesk Integration Flow

Step 1: Register and Log in to Yoom and Register Apps

First, please access the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Issuance Page

Once logged into your Yoom account, register the apps you will use.
1) Click "My Apps" and select "New Connection".


2) Select the app you want to register and log in with the account used for each app.
Once the first app is registered, click "New Connection" again to register the second app.
For more details on app registration, please refer to the link below.
How to Register My Apps in Zendesk | Yoom Help Center (intercom.help)
Points to Check When Failing to Integrate Backlog Apps | Yoom Help Center (intercom.help)


3) Once registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.

Please note that Zendesk is an app available only with the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
About Apps Available Only with Team Plan and Success Plan | Yoom Help Center (intercom.help)

To branch, it is a feature (operation) available with Mini Plan or higher plans.

Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions.

Step 2: Select a Template

This time, we will create a flow where [When a task is completed in Backlog, the ticket status in Zendesk is updated].
By automatically reflecting task completion in Backlog in Zendesk, you can prevent transcription errors and omissions from manual work and maintain the accuracy of shared information.
Automation also shortens work time and can improve team productivity.

Step 3: Setting Up Integration Between Backlog and Zendesk

1) Click the "Try this template" icon on the template introduced earlier to copy it to your project.


2) The following display will appear.


Click the "!" icon displayed on the right in order to edit the flow.
Titles and details can be changed by clicking, so please modify them as needed.


3) Click "App Trigger: Update Issue (Webhook)".

4) Select "Update Issue (Webhook)" for the action and click "Next".


5) Copy the Webhook URL and set it in the management screen of the target app.
Execute the webhook event and click "Test".
After a successful test, click "Save".


6) Return to the flow and click the "Branch by Status" icon.


7) For the operation, select "Update Issue (Webhook)" and for the output, select "Issue Status".
Ensure the branching condition is set to "Issue Status", "Equal to", and "Completed", then click "Save".



8) Return to the flow and click the "Integrate with App: Update Ticket Status" icon.


9)  Select "Update Ticket Status" for the action and click "Next".


10) Enter the required fields.
If the app registration is complete, you can utilize the output information, so select from the options.
Once the input is complete, click "Save".



11) This completes the flow of [Updating Zendesk Ticket Status When a Task is Completed in Backlog].

Step 4: Testing and Verification

 Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Activate the flow bot and verify it is functioning correctly.

Here is the template used this time!

Other Automation Examples Using Brushup and Zendesk

There are other automation templates using Backlog and Zendesk available on Yoom, so let me introduce them.
Please utilize the templates according to your needs.

1. Add issues registered in Backlog to Zendesk
Issues registered in Backlog are automatically added to Zendesk, eliminating the need for manual addition to Zendesk and improving work efficiency.
Additionally, it allows for speedy collaboration between teams, ensuring smooth project progress.

2. When a ticket is registered in Zendesk, add an issue to Backlog
After adding an issue to Backlog, it is also possible to notify any chat tool such as Slack or Chatwork by adding an operation.

3. When a task is registered in Backlog, also add it to Google Sheets
This template allows tasks added in Backlog to be automatically added to Google Sheets, eliminating the need for manual work.
By automating the addition of tasks to Google Sheets, you can streamline the creation of shared documents, which is expected to improve work efficiency.

Summary

By utilizing the automated integration flow between Backlog and Zendesk introduced here, you can reduce manual operations between tools and expect improved work efficiency.
Seamless task management and support status updates can also reduce the workload for the entire team.
We encourage you to incorporate the app integration introduced into your daily workflow to achieve smoother project management and support responses.
With Yoom, you can easily set up integrations without code, making it accessible for non-engineers to implement with confidence.

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Backlog
Zendesk
Integration
Automatic
Automation
Task Management
Related Apps
App integration
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With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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