How to update the ticket status in Zendesk when a task is completed in Brushup by integrating Brushup with Zendesk
How to Integrate Applications
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2024-12-25
How to update the ticket status in Zendesk when a task is completed in Brushup by integrating Brushup with Zendesk
r.suzuki
When utilizing various tools, updating information and managing statuses can become cumbersome. Especially when managing multiple tools simultaneously, manual management and updates tend to decrease efficiency. In this context, we will introduce a method to integrate Brushup and Zendesk to automatically update ticket statuses upon task completion. This automation helps prevent human errors such as manual update mistakes or omissions, ensuring accurate information updates. Additionally, it reduces the time spent switching between different applications, leading to improved operational efficiency. We will also explain how to set up the integration without coding, allowing you to easily challenge app integration without technical knowledge. Let's aim for operational efficiency together!
Benefits of Integrating Brushup and Zendesk
1. Improved Operational Efficiency
By automating ticket updates, manual work becomes unnecessary, and a reduction in work time can be expected. For example, when the development team completes a task in Brushup, the ticket status in Zendesk is automatically changed. This eliminates the need for the support team to manually update statuses, reducing the need for confirmation work between teams and smoothing the workflow.
2. Maintaining Accurate Information
Manual operations are prone to human errors such as update omissions or incorrect information input, but automation can ensure accurate information updates. This avoids the risk of incorrect statuses being communicated between teams and can improve process accuracy. For instance, if a ticket is not updated after task completion, the support team may not realize the task is complete, leading to unnecessary follow-ups or delayed responses. Therefore, accurate information updates can lead to speedy customer responses and potentially contribute to improved customer satisfaction.
Now, let's proceed with setting up the integration using Yoom.
[What is Yoom]
How to Create a Brushup 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
After logging into Yoom, 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 Zendesk My Apps | Yoom Help Center (intercom.help)
3) Once registered, icons will appear in My Apps. Please check if the icons for the two registered apps are displayed.
*Branching is a feature (operation) available on plans above the Mini Plan. <span class=“mark-yellow”>*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.</span>
Step 2: Select a Template
This time, we will create a flow called [Update Zendesk Ticket Status When a Task is Completed in Brushup]. When a task in Brushup is completed, the ticket status in Zendesk is automatically updated, preventing human errors such as manual update mistakes or omissions and ensuring accurate information sharing. Additionally, automation reduces the time spent moving between apps, leading to improved operational efficiency.
Step 3: Brushup and Zendesk Integration Settings
1) Click the "Try this template" icon of the template introduced earlier to copy it to My Projects.
2) The following display will appear.
Click the "!" icon displayed on the right in order to edit the flow. The title and details can be changed by clicking on them. Please make changes as needed.
3) Click "App Trigger: When a new item is registered or updated".
4) Select the action "When a new item is registered or updated" and click "Next".
5) Select the trigger interval and enter the project ID. Once completed, click "Test" and after success, click "Save".
6) Return to the flow and click the "Branch by Status" icon.
7) For the operation, select "When a new item is registered or updated", and for the output, select "Step Name". Ensure the branching condition is set to "Step Name", "Equals", "Complete", and click "Save".
8) Return to the flow and click the "Integrate with App: Update Ticket Status" icon.
9) Select the action "Update Ticket Status" and click "Next".
10) Enter the required fields. If the app registration is complete, use the output information to select and enter from the candidates. Once entry is complete, click "Save".
11) This completes the flow of [Updating Zendesk Ticket Status When a Task is Completed in Brushup].
Step 4: Testing and Confirmation
Once the setup is complete, the following display will appear, so click "Turn on Trigger". Start the flow bot and check if it operates correctly.
Here is the template used this time
Other Automation Examples Using Brushup and Zendesk
There are other automation templates using Brushup and Zendesk available on Yoom, so let me introduce them. Please make use of the templates according to your needs.
1. Notify Slack When an Item is Registered in Brushup When an item is registered in Brushup, it is automatically notified to Slack, saving the effort of manually disseminating information and preventing any omissions or leaks. Team members can quickly obtain information, which is expected to facilitate smooth project work.
2. Register task information registered in Brushup to Garoon's calendar By registering the completion or submission deadlines of content created in Brushup to Garoon, you can visualize the schedule within the team and ensure reliable task resolution. Task information created in Brushup is automatically registered to Garoon, preventing errors or omissions due to manual input.
3. Add to Microsoft Excel when a ticket is created in Zendesk When a new ticket is created in Zendesk, the ticket information is automatically added to the Microsoft Excel database. This frees support staff from manual data entry, allowing them to focus on important tasks such as customer support.
Summary
We introduced a method to automatically update ticket status upon task completion through the integration of Brushup and Zendesk. This eliminates the need for manual updates, potentially improving operational efficiency. Additionally, it helps prevent errors from manual work, enabling a stable management process. With Yoom, you can easily set this up without any coding. We encourage you to use this blog as a reference and try app integration! Let's work together to improve operational efficiency!
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.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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