[No Code Required] How to Automatically Integrate Microsoft Teams Data into Zendesk
How to Integrate Applications
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2025-05-12
[No Code Required] How to Automatically Integrate Microsoft Teams Data into Zendesk
m.i
Have you ever needed to create a ticket in Zendesk based on interactions in Microsoft Teams? It's an essential flow for visualizing customer support, but if you have a high volume or frequency of ticket creation, it can be a bit of a hassle... That said, you probably want to create tickets as quickly as possible to share with other team members.
The solution to this problem is the API integration between Microsoft Teams and Zendesk. By leveraging the API, you can automate the creation of new tickets, notifications, and updates!
In this article, we will specifically introduce the automation flows that can be achieved by integrating Microsoft Teams and Zendesk. If you're considering streamlining your operations, be sure to check it out!
For those who want to try it out quickly
By using Yoom, you can easily integrate Microsoft Teams and Zendesk without any coding.
Yoom provides templates for integrating Microsoft Teams and Zendesk, so you can achieve integration immediately just by signing up, even without any API knowledge.
What You Can Do by Integrating Microsoft Teams and Zendesk
By integrating the APIs of Microsoft Teams and Zendesk, you can automatically transfer data from Microsoft Teams to Zendesk!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Microsoft Teams and Zendesk. Registration takes just 30 seconds, so feel free to give it a try!
Create a Ticket in Zendesk When a Post is Made in a Microsoft Teams Channel
You can extract content from a Microsoft Teams post and create a ticket. Automate the process to eliminate redundant tasks.
Let's Create a Microsoft Teams and Zendesk Integration Flow
Now, let's create a flow that integrates Microsoft Teams and Zendesk!
This time, we'll use Yoom to proceed with the integration of Microsoft Teams and Zendesk without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that integrates data into Zendesk when a post is made in a Microsoft Teams channel!
The creation process is broadly divided into the following steps:
Integrate Microsoft Teams and Zendesk with My Apps
Copy the template
Set the trigger in Microsoft Teams and the action in Zendesk
Turn on the trigger to complete the flow setup
Step 1: Integrate My App
Integrating My App first will make the subsequent settings proceed smoothly. First, let's integrate your current Microsoft Teams with Yoom. Select My App → "+ Add" from the left side of the Yoom page.
Search for Microsoft Teams. 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.
Next, integrate with Zendesk. Please configure the required fields.
The API can be checked from the following screen in Zendesk. For more details, please refer to here for the settings.
Once the connection with Microsoft Teams and Zendesk 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'.
As you proceed, the template will automatically be 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: Microsoft Teams Trigger Settings
Now, let's set up the app trigger. Select "When a message is sent to a channel".
You can change the title as desired. Check the account information you linked earlier, do not change the trigger action, and proceed to the next step. Enter the required fields.
This setting determines how many minutes after a message is sent to a Microsoft Teams channel this trigger will activate.
Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The selection of activation intervals may vary depending on the plan.
Team ID & Channel ID: Click the relevant field to display a menu. Click the red-framed option and select a channel from the displayed options.
Here, make a test post to the channel you specified earlier.
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 settings, you can achieve data integration between Microsoft Teams and Zendesk! Once you have done this, save your work.
Step 4: Set Up Data Extraction from Text
Next, click "Extract Data from Text".
Please also check your account information here. Select the conversion type from the options below and proceed to the next step. Note that tasks within parentheses will be consumed. About Counting "Task Executions"
Set the required fields as shown in the image.
Target Text: Select from the form output "When a message is sent to a channel".
*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 fixed text here, the extraction result of that text will appear every time the flow is activated, so be sure to select from the output.
Once the settings are complete, test it, and if the extraction result is displayed in the output, save it.
Step 5: Set Up Ticket Creation in Zendesk
Next, to set up ticket creation in Zendesk using the extracted items from the Microsoft Teams message content, click "Create Ticket".
Note: Zendesk is an app available only on some paid plans. For other plans, the operations or data connections of the flowbot being set will result in an error, so please be careful. However, a 2-week free trial of the paid plan is available. During the free trial, you can use the restricted apps.
As before, check the linked account information and proceed to the next step. Set the required fields.
Subject & Details: Use the output obtained earlier to set this.
By clicking the box as shown in the image, you can select the data extracted earlier. By inserting this data, you can achieve automatic ticket creation based on Microsoft Teams data.
Set other items as desired.
Once the settings are complete, test and save. Note: Testing will create a ticket in Zendesk, so please be careful.
Step 6: Turn ON the Trigger to Complete Startup Preparation
When the following image is displayed, turn on the trigger. With this, all settings are complete, so check if a ticket is created in Zendesk when a post is made to a channel in Microsoft Teams.
This was the method for "Creating a Ticket in Zendesk When a Post is Made to a Channel in Microsoft Teams".
If You Want to Integrate Zendesk Data into Microsoft Teams
This time, we introduced how to integrate data from Microsoft Teams to Zendesk, but if you want to perform data integration from Zendesk to Microsoft Teams, please also use the following template.
Notify Microsoft Teams When a Ticket is Updated in Zendesk
This flow is recommended for those who use Zendesk as a task management tool and share information on Microsoft Teams. Prevent missing information updates.
Notify Microsoft Teams when a ticket is created in Zendesk
Of course, you can also automatically notify when a ticket is created, not just updated. This can help prevent missing customer interactions!
Other Automation Examples Using Microsoft Teams and Notion APIs
By leveraging the APIs of Microsoft Teams and Notion, various automations can be achieved! How about the following automations, for example?
Automation Examples Using Microsoft Teams
Communication tools like Microsoft Teams are highly versatile, allowing you to experience the benefits of business automation through integration with various apps! Primarily, it is possible to notify about data additions and updates, and to reflect Microsoft Teams data in other apps.
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Examples of Automation Using Zendesk
You can add tickets to Zendesk and integrate tickets added to Zendesk with other apps! This seems like it will speed up customer support!
Conclusion
By integrating Microsoft Teams data with Zendesk, adding and sharing tickets should become smoother than ever before. This integration saves you the hassle of regularly accessing Zendesk to create tickets, reduces the burden of manual input, and increases the potential for efficient work!
Moreover, the key point of this integration is that it can be achieved without programming knowledge. With Yoom, such app integrations become easily possible. It's easy to implement even for beginners in app integration, so register with Yoom now and introduce automation!
Take this opportunity to experience the benefits of automation!
The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate.
Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work.
I'm impressed every day by the convenience of Yoom while writing a blog.
I try to make the structure easy to understand.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
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