・
When managing tickets in Zendesk, it's easy to miss updates and delay responses, or have to repeatedly check the screen to share information. Additionally, many people may feel that automating notifications seems difficult or impossible without an engineer.
The solution to these challenges is the no-code tool, Yoom. Its major attraction is the ability to easily integrate Zendesk with notification apps without any programming.
For example, you can set up a flow to notify Telegram when a ticket is created in Zendesk in just a few steps.
Prevent missed notifications and improve the efficiency of support operations!
If you want to make Zendesk notifications smoother, be sure to check out the method introduced below.
Yoom offers templates to automate workflows using Zendesk! If you want to try it right away, click the banner below to get started!
■Overview
This is a flow where a notification is sent to Google Chat every time a new ticket is created in Zendesk.
By integrating Zendesk with Google Chat, you can customize the created tickets and automatically post them to Google Chat via messages, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Zendesk and Google Chat with Yoom.
・Zendesk is an application 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 the apps that are subject to restrictions.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to here.
■Overview
The "Notify Telegram when a ticket is created in Zendesk" flow is a business workflow aimed at streamlining customer support. When a new ticket is generated in Zendesk, a notification is automatically sent to Telegram, allowing the responsible person to quickly grasp the status of the response. This prevents delays in handling and leads to improved customer satisfaction. This automated workflow using Yoom is a powerful tool for smoothly conducting daily support operations.
■Who we recommend this template for
■Benefits of using this template
There are various ways to automatically notify 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 automatic notifications from Zendesk. Registration takes just 30 seconds, so feel free to give it a try!
This flow allows you to automatically notify a chat tool when a ticket is created in Zendesk. You can notify your familiar chat app, eliminating any gaps or omissions in information management.
■Overview
This is a flow where a notification is sent to Google Chat every time a new ticket is created in Zendesk.
By integrating Zendesk with Google Chat, you can customize the created tickets and automatically post them to Google Chat via messages, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Zendesk and Google Chat with Yoom.
・Zendesk is an application 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 the apps that are subject to restrictions.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to here.
■Overview
The "Notify Telegram when a ticket is created in Zendesk" flow is a business workflow aimed at streamlining customer support. When a new ticket is generated in Zendesk, a notification is automatically sent to Telegram, allowing the responsible person to quickly grasp the status of the response. This prevents delays in handling and leads to improved customer satisfaction. This automated workflow using Yoom is a powerful tool for smoothly conducting daily support operations.
■Who we recommend this template for
■Benefits of using this template
You can automatically send emails when a ticket is created or updated in Zendesk. This allows you to receive important notifications without having to open Zendesk, ensuring you don't miss any crucial information.
This flow is recommended for those who want to improve work efficiency and enhance information sharing!
■Overview
This is a flow where a notification is sent to Outlook every time a new ticket is created in Zendesk.
By integrating Zendesk and Outlook, you can customize the created tickets and automatically post the content to Outlook, eliminating any gaps or omissions in information management.
Feel free to change the content sent to Outlook as you wish.
■Notes
・Please integrate Yoom with both Outlook and Zendesk.
・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.
・Zendesk is an app that can only be used with the Team Plan and Success Plan.
・For the Free Plan and Mini Plan, the operations and data connections of the configured 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.
■Overview
The "Notify Gmail when a ticket is updated in Zendesk" flow is a business workflow that allows the support team to quickly grasp the status of responses and enable prompt action.
When using Zendesk, you might miss updates on tickets. By utilizing this flow, you will receive notifications in Gmail every time a ticket is updated in Zendesk, ensuring you don't miss any important information. It is a system that helps improve work efficiency and information sharing.
■Recommended for
■Benefits of using this template
Now, let's create a flow to automatically notify Zendesk data!
This time, we'll proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please issue one fromthis registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Telegram when a ticket is created in Zendesk!
The creation process is broadly divided into the following steps.
■Overview
The "Notify Telegram when a ticket is created in Zendesk" flow is a business workflow aimed at streamlining customer support. When a new ticket is generated in Zendesk, a notification is automatically sent to Telegram, allowing the responsible person to quickly grasp the status of the response. This prevents delays in handling and leads to improved customer satisfaction. This automated workflow using Yoom is a powerful tool for smoothly conducting daily support operations.
■Who we recommend this template for
■Benefits of using this template
After logging into Yoom, click on My Apps, then click on "+ Add", and search for Zendesk.
The new registration screen for Zendesk will appear, so check the annotations and enter "Account Name," "Email Address," and "API Token," then click the "Add" button.
Reference: For more details, please refer to this guide for settings.
The API token can be checked from the following screen in Zendesk.
This completes the integration of My Apps with Zendesk.
*Zendesk is an app for users of the Team Plan and Success Plan. Please note that using it with the Free Plan or Mini Plan may result in errors in Flowbot operations and data connections.
There is a two-week free trial available for paid plans (Team Plan and Success Plan). During the trial period, you can try out Zendesk without any restrictions. Please take this opportunity to experience various features.
Similarly, click on "+ Add" and search for Telegram.
Enter "Account Name" and "Access Token," then click "Add."
Reference: For details on how to issue an access token, please check here.
This completes the integration of My Apps with Telegram!
From here, let's proceed with the settings using the Flowbot template.
Log into Yoom and click "Try it" on the banner below.
■Overview
The "Notify Telegram when a ticket is created in Zendesk" flow is a business workflow aimed at streamlining customer support. When a new ticket is generated in Zendesk, a notification is automatically sent to Telegram, allowing the responsible person to quickly grasp the status of the response. This prevents delays in handling and leads to improved customer satisfaction. This automated workflow using Yoom is a powerful tool for smoothly conducting daily support operations.
■Who we recommend this template for
■Benefits of using this template
You will see "Template has been copied!" displayed, so click "OK" to complete the copy.
First, let's set the "When a new ticket is created" item on the Zendesk icon!
The next page that appears is set by default.
Keep the trigger action as it is, and if necessary, modify the title to something easy to understand before proceeding to the next page.
You can select the trigger activation timing from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to use the shortest activation interval for the plan!
Note: Depending on the plan content, the shortest interval that can be set for the trigger may differ, so please be aware of this.
Set the subdomain from the Zendesk URL, referring to the annotations.
Open the Zendesk screen and create a new ticket for testing. (You can set the ticket content freely!)
Once you have created a new ticket, return to the previous Yoom screen. Run the test, and if the test is successful, the output will be obtained.
Check the content, and if there are no issues, save the settings. In practice, specific values will be entered next to each item in the output below.
Reference: For more about the output, click here
Next, click the "Send Message" item on the Telegram icon to set it up.
As with the Zendesk settings, check the title and account information before proceeding.
Select the chat ID from the suggestions that appear when you click the input field.
You can set the message freely.
By default, it is set as shown on the screen below. With this setting, when a ticket is created in Zendesk, "Assignee ID," "Subject," and "Description" are automatically retrieved, and you can notify the previously set Telegram chat ID!
Try changing the output or message content you want to use according to your needs.
Once you have set the message content, click the "Test" button.
If the test is successful, save the settings.
Finally, click "Turn on the trigger" to complete the flow of "Notify Telegram when a ticket is created in Zendesk"!
Make sure the flow bot is activated correctly.
You can automatically create tickets in Zendesk based on information from Gmail, Outlook, or Typeform. Additionally, when a ticket is created in Zendesk, it can be automatically registered in Google Sheets or Microsoft Excel!
■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.
The system of sending notifications triggered by creating a Zendesk ticket is very effective in preventing oversights and omissions in work.
As introduced in this article, with Yoom, even without programming knowledge, anyone can easily create a notification integration flow.
It is the perfect tool for those who want to streamline their daily tasks without being troubled by complex settings or specialized knowledge.
Why not register for Yoom for free now and create a convenient notification flow with your own hands?
[[]]
