Automatically Notify Microsoft Teams of Specific Data Changes in Zendesk
Manually creating responses for each ticket is time-consuming.
Use this flow to streamline customer support.
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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!
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.
Manually creating responses for each ticket is time-consuming.
Use this flow to streamline customer support.
Automatically create and notify tickets based on the received content.
By creating tickets automatically, input errors can be prevented.
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.
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.
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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:
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'.
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.
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.
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.
Registration is completed in just 30 seconds!
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!
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