"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!
For those who want to try it as soon as possible
Yoom offers templates for integrating Zendesk with Microsoft Teams! If you want to try it right away, click the banner below to get started!
Notify Microsoft Teams when a ticket in Zendesk reaches a specific status.
■Overview The workflow "Notify Microsoft Teams when a ticket in Zendesk reaches a specific status" contributes to faster information sharing. Notifications are sent automatically, helping to prevent missed notifications.
■Recommended for ・Those managing customer support using Zendesk ・Those who want to quickly grasp changes in ticket status in Zendesk ・Those who want to quickly share information with the team in specific situations ・Companies using Microsoft Teams as a communication tool ・Those who want to enhance team collaboration using Microsoft Teams ・Those who want to reduce the effort of manual notifications and improve efficiency through automation
■Notes ・Please integrate both Zendesk and Microsoft Teams with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
How to Automatically Notify Microsoft Teams with Zendesk Data
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!
Automatically Notify Microsoft Teams with Zendesk Data Under Specific Conditions
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.
Notify Microsoft Teams when a ticket in Zendesk reaches a specific status.
■Overview The workflow "Notify Microsoft Teams when a ticket in Zendesk reaches a specific status" contributes to faster information sharing. Notifications are sent automatically, helping to prevent missed notifications.
■Recommended for ・Those managing customer support using Zendesk ・Those who want to quickly grasp changes in ticket status in Zendesk ・Those who want to quickly share information with the team in specific situations ・Companies using Microsoft Teams as a communication tool ・Those who want to enhance team collaboration using Microsoft Teams ・Those who want to reduce the effort of manual notifications and improve efficiency through automation
■Notes ・Please integrate both Zendesk and Microsoft Teams with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview Using the workflow "When a ticket is created in Zendesk, generate an AI response and notify Microsoft Teams" improves the speed of ticket handling. This can lead to improved customer satisfaction and increased reliability.
■Recommended for ・Those who perform support operations with Zendesk ・Those who want to streamline ticket management in Zendesk ・Those who want to quickly respond to customers and improve customer satisfaction ・Those who want to automate ticket handling using AI ・Companies that use Microsoft Teams regularly ・Those who want to quickly grasp the progress of tickets using Microsoft Teams
■Notes ・Please integrate Yoom with both Zendesk and Microsoft Teams. ・The trigger 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. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The workflow 'Create a ticket in Zendesk based on the form content and notify Microsoft Teams' reduces the burden of ticket creation tasks. The information of the created ticket is automatically notified, which is also useful for information sharing.
■Recommended for ・Those who are using Zendesk for customer support ・Those who are manually creating Zendesk tickets and want to automate the process ・Those who want to quickly process support requests and improve customer satisfaction ・Companies using Microsoft Teams as a communication tool ・Those who want to share information with team members using Microsoft Teams ・Those who want to quickly create support tickets and prevent missed responses
■Notes ・Please integrate Yoom with both Zendesk and Microsoft Teams. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The workflow "Create a ticket in Zendesk based on the received email content and notify Microsoft Teams" streamlines the process of handling inquiries. The automation of ticket creation and notification reduces the workload.
■Recommended for ・Those who use Zendesk for customer support operations ・Those who want to quickly process inquiries received by email ・Those who want to shorten inquiry response time and provide efficient support ・Companies using Microsoft Teams as a communication tool ・Those who want to quickly share inquiry details with the entire team using Microsoft Teams
■Notes ・Please integrate Yoom with both Zendesk and Microsoft Teams. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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.
Notify Microsoft Teams when a ticket is updated in Zendesk.
■Overview The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that enhances the efficiency of customer support operations and promotes information sharing within the team. By utilizing Yoom's API integration, it automatically sends notifications to Microsoft Teams when a ticket is updated in Zendesk. This allows the entire support team to quickly grasp the latest situation, enabling prompt responses.
■Recommended for ・Customer support personnel who feel information sharing is cumbersome when using both Zendesk and Microsoft Teams ・Team leaders who want to share quick ticket update information within the support team ・IT personnel who wish to manage Zendesk tickets more smoothly ・Executives looking to improve work efficiency through workflow automation
■Cautions ・Please integrate Zendesk and Microsoft Teams with Yoom. ・Zendesk is an application available only on Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the flow bot operations and data connect that are set will result in errors, so please be cautious. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. You can use restricted apps during the free trial. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be cautious. ・Microsoft365 (formerly Office365) has personal and general corporate plans (Microsoft365 Business). There may be authentication failures if you are not subscribed to the general corporate plan.
Let's Create a Flow to Automatically Notify Microsoft Teams with Zendesk Data
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:
Integrate Zendesk and Microsoft Teams with My Apps
Copy the template
Set up triggers in Zendesk and actions in Microsoft Teams
Set the trigger to ON and complete the flow operation preparation
Notify Microsoft Teams when a ticket in Zendesk reaches a specific status.
■Overview The workflow "Notify Microsoft Teams when a ticket in Zendesk reaches a specific status" contributes to faster information sharing. Notifications are sent automatically, helping to prevent missed notifications.
■Recommended for ・Those managing customer support using Zendesk ・Those who want to quickly grasp changes in ticket status in Zendesk ・Those who want to quickly share information with the team in specific situations ・Companies using Microsoft Teams as a communication tool ・Those who want to enhance team collaboration using Microsoft Teams ・Those who want to reduce the effort of manual notifications and improve efficiency through automation
■Notes ・Please integrate both Zendesk and Microsoft Teams with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try it'.
Notify Microsoft Teams when a ticket in Zendesk reaches a specific status.
■Overview The workflow "Notify Microsoft Teams when a ticket in Zendesk reaches a specific status" contributes to faster information sharing. Notifications are sent automatically, helping to prevent missed notifications.
■Recommended for ・Those managing customer support using Zendesk ・Those who want to quickly grasp changes in ticket status in Zendesk ・Those who want to quickly share information with the team in specific situations ・Companies using Microsoft Teams as a communication tool ・Those who want to enhance team collaboration using Microsoft Teams ・Those who want to reduce the effort of manual notifications and improve efficiency through automation
■Notes ・Please integrate both Zendesk and Microsoft Teams with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Zendesk is an app available only on 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 subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
Step 3: Setting Up Zendesk Triggers
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.
Trigger Activation Interval:Your Plan determines the shortest interval you can set for the trigger, so be sure to check that. It is generally recommended to use the shortest activation interval for your plan.
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!
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.
Step 5: Setting Up Notifications to Channels
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.
Team ID: Set from the options.
Message: Set using the output as shown below.
※ 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.
Step 6: Turn ON the Trigger to Complete Setup
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".
Other Automation Examples Using Zendesk and Microsoft Teams
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!
Convenient Automation Examples Using Zendesk
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.
Create a ticket in Zendesk based on Typeform responses
■Overview The "Create a ticket in Zendesk based on Typeform responses" workflow is a business workflow that automatically registers the data collected in Typeform as tickets in Zendesk. This enables smooth transfer of customer feedback and inquiries to the support team and allows efficient responses. Leverage the integration between Zendesk and Typeform to achieve effortless and accurate ticket management.
■Recommended for ・Those who collect customer opinions and inquiries using Typeform but spend time manually transcribing them into Zendesk ・Zendesk users who want to accelerate feedback to the support team and improve the speed of customer responses ・Customer support staff who want to automate the customer support process and improve operational efficiency
■Notes ・Connect Yoom with both Typeform and Zendesk. ・For how to obtain outputs from the trigger, refer to the following. https://intercom.help/yoom/en/articles/9103858 ・Zendesk is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and Data Connect configured for flow bots will result in errors, so please be aware. ・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 otherwise restricted.
■Overview Are you manually creating tickets in Zendesk for inquiries that arrive in Gmail? While this task is simple, there is no room for missed responses or input errors, and it often becomes a heavy burden. By using this workflow, a ticket is automatically created in Zendesk just by receiving an email in Gmail with a specific label, enabling you to streamline manual response tasks and speed up customer support.
■Recommended for ・Customer support staff who manage inquiries received via Gmail in Zendesk ・Those who are concerned about missed responses or delays caused by manual ticket creation ・Those who want to automate inquiry handling and improve team productivity
■Notes ・Please connect Yoom with both Gmail and Zendesk. ・Zendesk is available only on the Team and Success plans. On the Free and Mini plans, the Flowbot operations and Data Connect configured will result in errors, so please be aware. ・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 otherwise restricted. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan; please note.
Convenient Automation Examples Using Microsoft Teams
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People 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 shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. 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, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
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.
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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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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