GitHubとZendeskの連携イメージ
How to Integrate Applications

2024/10/09

How to integrate GitHub with Zendesk to automatically add issues created in GitHub to Zendesk

a.ohta

If you are providing in-house developed tools, isn't there a possibility of service interruption due to bug discovery or error occurrence?
Additionally, maintenance for version upgrades may also be necessary.
In such cases, inquiries from customers using the tools may increase. It would be time-consuming and cumbersome to verify facts with the development team for every system-related inquiry.

Therefore, we recommend integrating GitHub and Zendesk. This integration is expected to make information sharing between the customer team and the development team easier.
Moreover, since no programming is required during app integration, the integration can be completed quickly. Please try it out on this occasion.

Benefits of Integrating GitHub and Zendesk

Benefit 1: Strengthening Team Collaboration

With this integration, issues added to GitHub are automatically added to Zendesk tickets. This will make it easier for the customer department to understand the problems and tasks occurring in the development team.
As a result, it is expected to become easier to respond to system inquiries just by checking the tickets added from GitHub.

Benefit 2: Reducing Input Effort

When the development team adds issue details to Zendesk, the same information needs to be entered into two tools. This results in redundant work and is not very efficient.
However, if GitHub issues can be automatically added as Zendesk tickets, such disadvantages can be eliminated. The need for manual transcription is removed, reducing the effort required to input tasks.

[About Yoom]

From here, we will introduce how to create a flowbot with Yoom, which allows app integration without programming, to "add to Zendesk when an issue is created in GitHub."
After registering with Yoom, please try creating it!

<span class="mark-yellow">【Please Confirm】</span>

※Zendesk is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connect of the set flowbot will result in an error, so please be careful.
※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.

The above flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

※ If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a GitHub and Zendesk Integration Flow

Step 1: Integrate GitHub and Zendesk with My Apps

Once you complete the registration for Yoom, the Flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left side of the screen.

Click the new connection button at the top right and integrate Yoom with each app.

Integration of GitHub and Yoom

1. Search
Search for GitHub and click on the GitHub icon.

2. Log in
The GitHub login screen will be displayed, so please log in.

3. Integration Complete

The screen will switch immediately, and if the above display appears, the integration is complete.

Integration of Zendesk and Yoom

1. Search
Enter Zendesk in the search box and click on the Zendesk icon.

2. Enter Required Fields


Integration with Zendesk My Apps requires login with administrator privileges.
Please log in with administrator privileges and configure the settings.

After logging in with administrator privileges, enter the required fields using Base64 encoding.
For more details, please check How to Register Zendesk My Apps.
Also, please check About Base64 Encoding.

Since the two apps have been integrated, we will now proceed to configure the contents of the Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

Step 2: Setting up automatic data transmission from GitHub

1. Open My Project


Open "My Project" from the menu on the left side of the screen.

2. Select the copied template‍
Select "【Copy】Add to Zendesk when an issue is created on GitHub".

3. Select the app trigger
Select "When a new issue is created" from the GitHub icon.
Press Next.

4. Set the launch interval

Set the launch interval.
You can choose the trigger launch interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest launch interval varies depending on the plan.

5. Enter the required fields

Follow the instructions in the red frame and copy & paste from GitHub.

6. Create an issue
Create an issue to test send data from GitHub.

7. Execute the test


Return to Yoom and press the test button at the bottom of the screen.
If it shows "Test Successful" in blue, the issue data has been sent correctly.
This completes the GitHub setup.

Step 3: Setting up data addition to Zendesk

1. Click the Zendesk icon
Click "Create Ticket" on the Zendesk icon.
The title and other settings are complete, so press Next.

2. Set the subdomain

Follow the instructions in the red frame to copy & paste.

3. Confirm the subject

In the initial settings, the issue title is inserted as the subject.
Check if it matches the image.

4. Enter the details

Enter the details to be displayed on the ticket.

Click the box and select the item from the GitHub icon.

The data of the issue that was test sent earlier will be displayed in a list.
Click on the content you want to add.

5. Arrange the layout

This time, we added the Issue ID. This makes it easier to identify which issue is being referred to when you want to check with the development team about the added ticket.
Also, using symbols as shown in the image improves visibility.

6. Execute the test
Click the test button. If the test is successful, press save.

7. Turn on the trigger

When the creation of the flow bot is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of the flow bot using GitHub and Zendesk.

Flow bot template used this time
Add to Zendesk when an issue is created on GitHub

Other Automation Examples Using GitHub and Zendesk

Yoom offers numerous flow bots using GitHub and Zendesk. Let me introduce just a few!

1. Add an Issue to GitHub When a Ticket is Created in Zendesk
We also provide a flow to add an issue from Zendesk to GitHub. Using this in conjunction with the current automation should facilitate smoother communication.

2. Add a new GitHub Issue as an Asana task
If you're collaborating with departments other than customer service, how about integrating GitHub with Asana?

3. Update Zendesk ticket status when a task is completed in Jira Software
It also supports integration with other software development tools. You can choose according to the scale and purpose of development.

Summary

Automation using GitHub and Zendesk will make it easier for development and customer teams to collaborate.
It will also improve response speed as it becomes easier to reply to customer inquiries. Additionally, by eliminating the hassle of adding tickets, tasks can be added more efficiently.
Why not automate the task of entering the same content twice and create a more comfortable working environment?

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
GitHub
Zendesk
Automation
Integration
Related Apps
App integration
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