How to integrate Wrike and Zendesk to automatically update Zendesk tickets when the task status in Wrike changes.

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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!

Speed is crucial when responding to inquiries. Making customers wait for a response can increase their anxiety. However, it takes time to provide an appropriate answer without checking with the person in charge.
As a customer, you want to respond as quickly as possible, but sometimes the responsible department doesn't reply promptly. This is not efficient, is it?
To solve such issues, we have integrated an application that allows you to change the Zendesk ticket status when a Wrike task is completed!

Benefits of Integrating Wrike and Zendesk

Benefit 1: Reducing Workload

By managing the inquiry content in Zendesk and the related tasks separately in Wrike, the entire team can easily grasp the situation. However, manually changing the Zendesk ticket status every time a Wrike task is completed can be a bit cumbersome.
This is especially true if only the customer support team uses Zendesk, which could increase their workload.
To alleviate such burdens, this integration is effective.

Benefit 2: Speeding Up Communication

Due to temporary company troubles, the same inquiries may occur frequently. In such cases, customer support using Zendesk to manage inquiries will need to repeatedly check whether the issue has been resolved.
However, with this app integration, the Zendesk ticket status is automatically updated, making it easy to understand when an issue is resolved.
This will allow for smoother responses to customers.

[About Yoom]

We will now introduce how to create a "Flowbot" in Yoom, which allows app integration without programming, to update the Zendesk ticket status when a task is completed in Wrike.
After registering with Yoom, please try creating it!

The above Flowbot template can be copied from below.‍

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<span class="mark-yellow">【Please Note】</span>

・Branching is a feature available in the Mini Plan or higher (operation).

・Zendesk is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

1. Hover over the banner and press "View Details"
2. Press "Try this template" on the page you moved to
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create an Integration Flow for Wrike and Zendesk

Step 1: My App Integration

Once you complete the registration for Yoom, the Flowbot template will be copied to "My Projects".
If the display appears as shown in the image, please select "My Apps" from the menu on the left.

Click the new connection button in the upper right corner and integrate Yoom with each app.

Integration of Wrike and Yoom

1. Log in
‍Log in to Wrike from another tab.
Logging in will allow you to quickly complete the My App integration.

2. Search
‍Return to Yoom, enter "Wrike" in the search box, and click the Wrike icon.

3. Authorization

You will be asked for authorization by Wrike, so please click the authorize button.

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

Enter the required fields using Base64 encoding.
Log in to Zendesk with administrator privileges.

For more details, please check How to Register My Apps in Zendesk.
Also, please check About Base64 Encoding.

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

If the above display appears, the integration is complete.

This completes the My App integration for Wrike and Zendesk.
Next, we will create a Flowbot using the template copied to My Projects.
If it has not been copied yet, please copy the Flowbot 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 registered, the login screen will be displayed, so please log in.

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Step 2: Set the Trigger in Wrike

1. Open My Projects

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

2. Open the copied template
‍Click on "Update Zendesk ticket status when a task is completed in Wrike".‍

3. Select the App Trigger
‍Select "When a task is created or updated" from the Wrike icon.
Press Next.‍

4. Set the Trigger Interval

Set the trigger interval from the dropdown. You can select intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

5. Complete the Task
‍Open Wrike in a separate tab and create a test task.
Then, complete the task.

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

Step 3: Retrieve Information from Wrike

1. Select an Action
‍Click on "Retrieve Task Information" from the Wrike icon.
Since the title and other settings are complete, press Next.‍

2. Run the Test

The task ID is already set. Therefore, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Set the Action

1. Select an Action
‍Click on "Branch by Status" from the arrow icon.‍

2. Confirm the Branch Target

Since you are creating a flowbot using a template, the settings are complete.
Check if it matches the state in the image.

3. Branch Conditions

The same applies to branch conditions. Confirm and click Save.
By setting these, only data from completed tasks in Wrike will be reflected in Zendesk.

Step 5: Set the Action in Zendesk

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

2. Enter Subdomain and Ticket ID

Please enter according to the supplement at the bottom of the box.

3. Set the Status

Set how you want to change the status in Zendesk.
This time, to reflect that the task is completed, select Resolved.

4. Run the Test
‍Press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

5. Turn the Trigger ON

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

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Flowbot template used this time
Update Zendesk ticket status when a task is completed in Wrike

Other Automation Examples Using Wrike and Zendesk

There are many other examples of automation using Wrike and Zendesk in Yoom, so here are a few introductions.

1. Register task information recorded in Wrike to Garoon's calendar
‍This will reduce input work and allow for quick schedule management.

2. Update Zendesk ticket status when a task is completed in Trello
‍Integration with Trello is also possible. Even if different departments or teams use different task management tools, automation can still be implemented.

3. Add to Google Spreadsheet when a ticket is created in Zendesk
‍If you want to make detailed edits regarding tickets, how about integrating with Google Spreadsheet?

Summary

The integration of Wrike and Zendesk will improve operational efficiency.
Additionally, being able to respond quickly to inquiries will reduce customer wait times.
With Yoom, you can implement automation without the need for programming. This will also help reduce the burden on customer support, so please take advantage of it.