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"It's such a hassle to keep checking Zendesk for status updates..."
"I missed the Zendesk ticket information again..."
Have you ever had these experiences?
Especially when the number of cases handled in Zendesk increases, just checking the ticket details can be a challenge.
However, by integrating Zendesk with Microsoft Teams, you can automate notifications for status updates and ticket information.
This will help prevent the hassle and oversight of checking status updates and tickets.
Additionally, you can create tickets in Zendesk based on form responses or email content and notify Microsoft Teams.
Let's set up an environment where you can easily grasp Zendesk content amidst your busy work!
Yoom offers templates for integrating Zendesk with Microsoft Teams!
If you want to try it right away, click the banner below to get started!
■Overview
The workflow "Notify Microsoft Teams when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
Since notifications are automated, it also helps prevent notification omissions.
■Recommended for
■Benefits of using this template
By sending notifications to Microsoft Teams when a ticket with a specific status is generated in Zendesk, you can respond quickly.
This improves the speed of ticket handling and enhances customer satisfaction.
Additionally, since notifications are sent to Microsoft Teams, information sharing and collaboration within the team can be carried out smoothly.
As a result, communication among members will be smoother, and work efficiency will improve.
Moreover, by implementing this flow, manual verification tasks are reduced, and the occurrence of errors is minimized.
There are various ways to automatically notify Microsoft Teams with Zendesk data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience Zendesk's automatic notifications.
Registration takes just 30 seconds, so feel free to give it a try!
You can notify Microsoft Teams when a Zendesk ticket meets a specific status.
Notifications are only sent for the relevant status, ensuring that subsequent tasks proceed smoothly.
■Overview
The workflow "Notify Microsoft Teams when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
Since notifications are automated, it also helps prevent notification omissions.
■Recommended for
■Benefits of using this template
By sending notifications to Microsoft Teams when a ticket with a specific status is generated in Zendesk, you can respond quickly.
This improves the speed of ticket handling and enhances customer satisfaction.
Additionally, since notifications are sent to Microsoft Teams, information sharing and collaboration within the team can be carried out smoothly.
As a result, communication among members will be smoother, and work efficiency will improve.
Moreover, by implementing this flow, manual verification tasks are reduced, and the occurrence of errors is minimized.
Manually creating responses for each ticket is time-consuming.
Use this flow to streamline customer support.
■Overview
Using the workflow "When a ticket is created in Zendesk, generate a response with AI and notify Microsoft Teams" can improve the speed of ticket handling.
This is expected to enhance customer satisfaction and increase reliability.
■Recommended for
■Benefits of using this template
By utilizing this flow where a response is automatically generated by AI and a notification is sent to Microsoft Teams when a ticket is created in Zendesk, multiple benefits can be obtained.
Firstly, generating responses with AI reduces the workload for staff and improves operational efficiency.
Additionally, providing quick responses enhances customer satisfaction.
Next, notifications sent to Microsoft Teams make it easier to share information across the team.
This facilitates smooth communication among members and strengthens collaboration.
Automatically create and notify tickets based on the received content.
By creating tickets automatically, input errors can be prevented.
■Overview
The workflow "Create a ticket in Zendesk based on form content and notify Microsoft Teams" reduces the burden of ticket creation tasks.
Since the information of the created ticket is automatically notified, it is also useful for information sharing.
■Recommended for
■Benefits of using this template
By integrating Zendesk and Microsoft Teams, you can handle inquiries more smoothly.
Tickets are quickly created in Zendesk based on the content entered in the form, allowing the person in charge to start responding immediately.
This shortens inquiry response time and also leads to improved customer satisfaction.
Furthermore, since notifications are sent to Microsoft Teams, all team members can easily grasp the status of inquiries, enhancing communication efficiency.
■Overview
The workflow "Create a ticket in Zendesk based on the content of received emails and notify Microsoft Teams" streamlines the process of handling inquiries.
Since ticket creation and notifications are automated, the workload is reduced.
■Recommended for
■Benefits of using this template
By integrating Zendesk and Microsoft Teams, you can quickly create tickets from the content of received emails and send notifications.
This allows the person in charge to start responding promptly.
Early response to issues is possible, which improves customer satisfaction and enhances business reliability.
Additionally, since the content of the emails is automatically recorded, it helps prevent manual recording errors and oversights.
With rapid notifications to Microsoft Teams, information sharing across the team is promoted, enabling efficient collaboration.
You can automatically notify about ticket creation and updates.
By automating this process, you should be able to handle customer support smoothly even during busy periods.
■Overview
The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that streamlines customer support operations and promotes information sharing within the team.
By utilizing Yoom's API integration, it enables an automatic notification to be sent to Microsoft Teams whenever a ticket is updated in Zendesk.
This allows the entire support team to quickly grasp the latest situation and respond promptly.
■Recommended for
■Benefits of using this template
Let's get started by creating a flow that integrates Zendesk with Microsoft Teams!
This time, we will use Yoom to proceed with the integration of Zendesk and Microsoft Teams without any coding. If you don't have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Microsoft Teams when a ticket in Zendesk reaches a specific status!
The creation process is broadly divided into the following steps:
■Overview
The workflow "Notify Microsoft Teams when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
Since notifications are automated, it also helps prevent notification omissions.
■Recommended for
■Benefits of using this template
By sending notifications to Microsoft Teams when a ticket with a specific status is generated in Zendesk, you can respond quickly.
This improves the speed of ticket handling and enhances customer satisfaction.
Additionally, since notifications are sent to Microsoft Teams, information sharing and collaboration within the team can be carried out smoothly.
As a result, communication among members will be smoother, and work efficiency will improve.
Moreover, by implementing this flow, manual verification tasks are reduced, and the occurrence of errors is minimized.
Integrating your app first will make subsequent settings proceed smoothly.
First, let's integrate your current Zendesk with Yoom.
Select My App → "+ Add" from the left side of the Yoom page.
Zendesk will be integrated.
Please set the required fields.
*Zendesk is an app available only on some paid plans.
For other plans, the operation and data connect of the flow bot you set will result in an error, so please be careful.
A 2-week free trial of the paid plan is available.
You can use apps that are subject to restrictions during the free trial.
The API can be checked from the following screen of Zendesk.
For more details, please refer to here for settings.
Next, integrate with Microsoft Teams.
Similarly, select My App → New Connection from the left side of the Yoom page.
When the sign-in screen appears, please enter your email address and password.
*Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Once the connection with Zendesk and Microsoft Teams is complete and displayed in My App, it's OK.
From here, we will create the flow. Open the template page and click 'Try it'.
■Overview
The workflow "Notify Microsoft Teams when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
Since notifications are automated, it also helps prevent notification omissions.
■Recommended for
■Benefits of using this template
By sending notifications to Microsoft Teams when a ticket with a specific status is generated in Zendesk, you can respond quickly.
This improves the speed of ticket handling and enhances customer satisfaction.
Additionally, since notifications are sent to Microsoft Teams, information sharing and collaboration within the team can be carried out smoothly.
As a result, communication among members will be smoother, and work efficiency will improve.
Moreover, by implementing this flow, manual verification tasks are reduced, and the occurrence of errors is minimized.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step.
The template will be saved in My Projects.
You can change the template name if necessary.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
Now, let's set up the app trigger.
Select "When a ticket is updated".
Feel free to change the title.
Check the account information you linked earlier, and proceed without changing the trigger action.
Set the required fields.
This setting determines how many minutes after a Zendesk ticket is updated the trigger will be activated.
Proceed to Zendesk and update the ticket.
Return to Flowbot and click Test.
If the integration is successful, the message content will be displayed in the output at the bottom of the screen.
By referencing this output during the subsequent action setup, you can achieve data integration between Zendesk and Microsoft Teams!
About Output | Yoom Help Center
Once you've done this, save your work.
Next, to set up the flow to proceed only when the specified status is met, click "Command Operation".
Since this is already set up, save it if there are no issues with the branching conditions.
This time, the flow will only proceed if the status is "Resolved".
・Branching is a feature (operation) available in some paid plans.
In other cases, the operation of the flowbot you have set up will result in an error, so please be careful.
・Some paid plans offer a 2-week free trial.
During the free trial, you can use apps and features (operations) that are subject to restrictions.
Next, to set up notifications to Microsoft Teams about the Zendesk ticket with the relevant status, click "Send a message to the channel".
As before, check the linked account information and proceed.
Set the required fields.
※ Items selected from the output will be displayed with a red frame.
This indicates that the value is being referenced, allowing you to use the value obtained by the trigger as is.
If you set a fixed subject or URL here, it will be notified every time the flow is activated, so be sure to select from the output.
Test this as well, and save it if successful.
※ Please note that testing will notify Microsoft Teams.
Once the following image is displayed, turn ON the trigger.
All settings are now complete, so check if notifications are sent to Microsoft Teams when a Zendesk ticket reaches a specific status.
This concludes the method for "Notifying Microsoft Teams when a Zendesk ticket reaches a specific status".
In addition to the integration introduced this time, it is possible to automate various tasks using the APIs of Zendesk and Microsoft Teams.
If you find anything interesting, please give it a try!
You can automatically create a ticket in Zendesk when a specific email is received in Gmail or Outlook.
It is possible to automatically add to the database triggered by the creation of a Zendesk ticket.
■Overview
The "Create a ticket in Zendesk based on Typeform responses" workflow is a business workflow that automatically registers data collected in Typeform as tickets in Zendesk. This allows for smooth communication of customer feedback and inquiries to the support team, enabling efficient responses. Utilize the integration of Zendesk and Typeform to achieve accurate ticket management without hassle.
■Recommended for
■Benefits of using this template
■Overview
This flow creates a ticket in Zendesk when a specific email is received in Outlook.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Outlook for business
・Those who want to prevent missed or delayed email responses and improve customer satisfaction
2. Those who use Zendesk for business
・Those who want to promptly manage customer inquiries as sales opportunities
・Those aiming to build an efficient customer support system
■Benefits of using this template
With this flow, when an email with a specific keyword in the subject is received in Outlook, a ticket is automatically created in Zendesk.
Automatic processing based on conditions allows you to smoothly proceed with sales activities and inquiry responses in Zendesk without frequently checking emails.
■Notes
・Please integrate Yoom with both Outlook and Zendesk.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow adds a newly created ticket in Zendesk to a Google Sheets database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to list and analyze tickets generated in Zendesk using Google Sheets
・Those who want to reduce the hassle of manually syncing ticket information between Zendesk and Google Sheets
・Those who want to always check the latest ticket information in Google Sheets
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Google Sheets for detailed analysis
・Those who want to graph ticket data or aggregate it using pivot tables
■Benefits of using this template
Zendesk is an excellent tool for efficiently managing customer support, but manually transferring newly created tickets to Google Sheets can lead to transcription errors and information omissions.
By utilizing this flow, you can add ticket information created in Zendesk to a Google Sheets database.
This eliminates the need for support staff to manually enter data, allowing them to focus on more important tasks such as customer support. It also prevents data entry errors and information omissions, enabling efficient ticket management.
■Notes
・Please integrate both Zendesk and Google Sheets with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
This flow adds a new ticket created in Zendesk to a Microsoft Excel database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to reduce the effort of manually syncing ticket information between Zendesk and Microsoft Excel
・Those who want to always check the latest ticket information in Microsoft Excel
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Microsoft Excel for detailed analysis
■Benefits of using this template
While Zendesk is a tool that streamlines customer support operations, manually transferring tickets to a Microsoft Excel database is burdensome for support staff and poses risks of errors and information leaks.
By implementing this flow, ticket information is automatically added to the Microsoft Excel database whenever a new ticket is created in Zendesk. This frees support staff from manual data entry, allowing them to focus on more important tasks such as customer support.
■Notes
・Please connect both Zendesk and Microsoft Excel with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.
■Overview
This is a flow where a ticket is created in Zendesk when an email with a specific label is received in Gmail.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically extract necessary information from emails with specific labels received in Gmail using AI and register them as tickets in Zendesk.
By eliminating the need for manual email verification and ticket creation, it is possible to reduce the workload of the support team and facilitate rapid information sharing.
Additionally, it helps mitigate the risk of human errors such as overlooking emails or missing ticket creation.
Support staff can be freed from routine tasks and focus on solving more complex problems and communicating with customers.
When data is added to the CRM tool, notifications can be sent to Microsoft Teams.
You can notify Slack of the message content from Microsoft Teams or create folders.
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Microsoft Teams.
This flow bot can perform various automated processes through flows added after the right-side branch.
* For example, you can use it for various purposes such as monthly invoice processing, aggregation processing to spreadsheets, or regular data backup processing.
■Setup Method
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Use the "Manipulate and Transform Data" action to obtain the flow bot activation date, calculate the difference from the end-of-month date, and verify if it matches the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Microsoft Teams.
・Specify the channel for the notification.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and content of the flow added to the right branch with any desired values.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with a mini plan or higher. If you are on a free plan, the operation of the configured flow bot will result in an error, so please be cautious.
・Paid plans like the mini plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This flow integrates with Microsoft Teams to notify a specified channel when a new lead is registered in Zoho CRM.
■Recommended for
1. Individuals responsible for converting leads into customers
・Sales assistants or department heads
・Sales representatives of companies exhibiting at trade shows or events
2. Those managing business card and company contact data in Zoho CRM
・Administrative staff using digital tools for schedule management
・Marketing personnel
3. Those looking to reduce manual work and automate processes
・Owners of small to medium-sized businesses aiming for business automation
・Administrative staff seeking to improve data accuracy
■Benefits of using this template
・Automatically notifies the completion of registration in Zoho CRM, eliminating the need for manual communication and improving work efficiency.
・By notifying Microsoft Teams, it facilitates team-wide awareness and information sharing about lead information, enhancing overall team collaboration.
・When a new lead is registered, immediate notification to the specified Microsoft Teams channel ensures that sales representatives do not miss lead acquisition and enables prompt follow-up.
■Notes
・Please integrate both Microsoft Teams and Zoho CRM with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams to communicate with members
・Those who want to efficiently manage daily message content and have quick access to necessary information
・Those who want to organize interactions with members and prevent information sharing omissions
2. Those who use OneDrive for file management
・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation
・Those who want to automatically create folders based on message content and ensure important information is saved without omission
■Benefits of using this template
By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.
Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.
■Overview
The workflow "Notify Microsoft Teams when a record is created in the Salesforce lead object" is designed to support the sales team in responding quickly.
Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real-time.
This ensures that you don't miss the timing for lead follow-up and enables efficient sales activities.
■Recommended for
■Benefits of using this template
■Overview
This flow adds new responses from a survey form to Microsoft Excel and notifies Microsoft Teams.
By integrating the survey form with Microsoft Excel and Microsoft Teams, you can eliminate the need to operate each app individually or repeatedly enter data, allowing for smoother business operations.
Furthermore, since responses are automatically added to Microsoft Excel and notifications are sent to Microsoft Teams, you can prevent any information management oversights or omissions.
■Notes
・Please integrate both Microsoft Excel and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) offers both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
By being able to notify Microsoft Teams of Zendesk status updates, you can save the hassle of checking and confirm things more quickly!
Additionally, automating the creation of tickets in Zendesk from form or email content and notifying Microsoft Teams can reduce the burden of manual work.
In this way, by incorporating automation into your daily tasks, you can significantly reduce workload and time.
If you are even slightly interested in Yoom, try registering for free from here.
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Why not set up an environment where you can be freed from tedious tasks and focus on other work?
Take this opportunity to introduce automation and make your work easier!
