How to integrate Wix with Zendesk to automatically add a ticket in Zendesk when a form is submitted from Wix

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

The form set up as a contact point on our company's website is a valuable place where we can gather customer opinions and requests. However, if there is a high volume of inquiries, it may become cumbersome to check them all.
Additionally, inquiries that are of high importance or require a quick response need to be managed separately. Therefore, some people might be manually transferring them to other tools.

This time, we have integrated with Zendesk to make managing inquiries sent from Wix forms easier!
First, let's introduce two specific benefits of integrating Wix with Zendesk.

Benefits of Integrating Wix with Zendesk

Benefit 1: Reduce Effort and Increase Management Efficiency

By integrating this time, inquiries sent from Wix forms can be automatically added as tickets in Zendesk.
This eliminates the need to manually transfer messages sent from the form. It also helps prevent human errors such as typos that can occur with manual input.
Moreover, since inquiries from customers are added to Zendesk in real-time, management should become easier. It is expected to reduce the risk of missing responses due to oversight.

Benefit 2: Strengthen Team Collaboration

By being registered as tickets in Zendesk, it becomes easy to categorize by priority and message handling.
Therefore, it becomes easier to grasp high-urgency tickets and to confirm who should handle which ticket. This should allow for smooth team collaboration.
Furthermore, for complaints or content that requires complex handling, adding details to the ticket history will make it easier for the entire team to understand.

[About Yoom]

From now on, we will introduce how to create a flow bot in Yoom, which allows app integration without programming, to "add to Zendesk when a form is submitted in Wix."
After registering with Yoom, please try creating it!

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【Please Confirm】

※Zendesk is available only on some paid plans.
※A 2-week free trial of the paid plan is available.

The above flow bot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try This Template" at the bottom of the transitioned screen
3. Register for Yoom
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* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Flow for Integrating Wix and Zendesk

Step 1: Integrate Wix and Zendesk with My Apps

The template will be copied, and the screen will look like the above. Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click "New Connection" at the top right.

Integration of Wix and Yoom

1. Search
‍Enter "Wix" in the displayed box and click the Wix icon.‍

2. Enter Required Fields

Follow the supplement at the top and enter the required fields.

An API key from Wix is required for the access token. For more details, please see the Wix API Key Acquisition page.
Also, for the account ID, please see the Wix Account ID Acquisition page.‍

3. Integration Complete

Once the required fields are entered, press the add button at the bottom right.
If the above display appears, the integration is complete.

Integration of Zendesk and Yoom

1. Search
‍Enter "Zendesk" in the search box and click the Zendesk icon.

2. Enter Required Fields

Use Base64 encoding to enter the required fields.

Log in to Zendesk with administrator privileges.
For more details, please check the Zendesk My Apps Registration Method.
Also, please check About Base64 Encoding for more information.

3. Add
‍Once the required fields are entered, click add at the bottom right.

If the above display appears, the integration is complete.

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This completes the integration of Wix and Zendesk with My Apps.
Next, use the template copied to My Projects to create a flow bot.
If it has not been copied yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you are redirected to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Setting to Retrieve Content Sent from Wix

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "Add to Zendesk when a form is submitted in Wix".‍

3. Select App Trigger
‍Select "When a form is submitted" from the Wrike icon.
Since the title and other details are already entered, press Next.‍

4. Set Up Webhook

Set up the webhook.
By doing this, you will be able to add data sent from Wix to Zendesk in real-time.

For detailed instructions on how to set it up, please check the Wix Webhook Settings Page.

5. Send from Wix Form
Conduct a data test. Open the Wix page in another tab and send a test inquiry from the Wix form.

6. Execute Test

Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setup is complete. Save it.

Step 3: Setting to Add to Zendesk Ticket

1. Select Action
‍Click "Update Ticket Status" from the Zendesk icon.
Press Next.‍

2. Enter Subdomain

Enter the subdomain according to the supplement at the bottom of the box.‍

3. Confirm Subject and Details

Confirm the subject and details.
Since you are using a template, the settings are already complete. Just confirm the content.

If you want to make changes or additions, you can also reset the settings.
Click the box.

Select the Wix icon.

Since the Wix form data will be displayed, click to insert the data you want to reflect in the Zendesk ticket.‍

4. Arrange the Layout

Immediately after insertion, it looks like the above.

To make it easier to read, arrange the layout using symbols, etc.

5. Execute Test
‍Once the setup is complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

6. Turn ON the Trigger

When the flow bot creation is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

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Flow bot template used this time
Add to Zendesk when a form is submitted in Wix

Other Automation Examples Using Wix

There are many other examples of automation using Wix on Yoom, so here are a few introductions.

1. Add to Trello when a form is submitted on Wix

Trello makes task management easier, so it will be easier to organize inquiries sent from Wix and assign them to the appropriate person.

2. Add to Notion when a form is submitted on Wix

How about adding it to Notion for accumulating and analyzing inquiry data? It should make data management easier for your team.

3. Add to Sasuke when a form is submitted on Wix

The information obtained from the form is valuable leads. Integrate with Sasuke to store lead information. This saves time by eliminating the need for manual input.

Summary

Accurate responses to inquiries can lead to customer satisfaction. Additionally, it is preferable to have a quick response time whenever possible.
Why not consider implementing automation to improve the efficiency of handling inquiries? This will eliminate the hassle of manual transcription and facilitate better team collaboration.
It also serves as a review of your workflow, so please give it a try.