・
"I manually share ticket progress on Slack every time, but honestly, it's a hassle and there are many oversights..."
We often hear such voices.
Handling inquiries on Zendesk is important, but if manual work occurs every time you share with the team, the response speed will decrease.
So this time, we will introduce a method to automatically notify Slack of Zendesk ticket information.
For example, it is possible to automatically notify when the status reaches a specific state or when a new ticket is created.
Additionally, there are convenient use cases such as generating reply drafts with AI and sending them to Slack.
We also introduce the actual setup steps, so if there's a flow you're interested in, please try it out.
Yoom provides templates for integrating Zendesk and Slack!
If you want to try it right away, click the banner below to get started!
■Overview
The workflow "Notify Slack when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
By automatically notifying important information, it helps prevent missing out on crucial updates.
■Recommended for
■Benefits of using this template
By using the automated flow that notifies Slack when a ticket reaches a specific status in Zendesk, you can quickly grasp the progress of tickets.
This allows for timely responses, thereby improving the quality of customer interactions.
Additionally, it reduces the operational burden on the person in charge, increasing work efficiency.
Members who receive notifications can immediately discuss responses, contributing to strengthening team collaboration.
There are various ways to automatically notify Slack with Zendesk data.
Here are some methods we've picked out for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to experience automatic notifications of Zendesk data to Slack right away.
Registration takes just 30 seconds, so feel free to give it a try!
This flow starts with Zendesk and sends status change notifications to Slack.
Progress on tickets can be automatically shared, making team communication smoother!
■Overview
The workflow "Notify Slack when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
By automatically notifying important information, it helps prevent missing out on crucial updates.
■Recommended for
■Benefits of using this template
By using the automated flow that notifies Slack when a ticket reaches a specific status in Zendesk, you can quickly grasp the progress of tickets.
This allows for timely responses, thereby improving the quality of customer interactions.
Additionally, it reduces the operational burden on the person in charge, increasing work efficiency.
Members who receive notifications can immediately discuss responses, contributing to strengthening team collaboration.
This flow automatically notifies Slack with AI-generated response drafts when a ticket is created in Zendesk.
This reduces the effort of drafting replies and makes it easier for the team to review and discuss!
■Overview
The workflow "When a ticket is created in Zendesk, generate a response using AI and notify Slack" contributes to improving the quality of customer support.
Since AI can automatically generate responses based on the inquiry content, work efficiency is improved.
■Recommended for
■Benefits of using this template
We introduce the advantages of smoothly managing ticket responses by combining Zendesk and Slack.
By implementing this flow, appropriate responses can be made immediately when a ticket is generated.
This will shorten response times, reduce the burden on agents, and improve customer satisfaction.
Furthermore, by utilizing notifications to Slack, ticket status can be centrally managed, and information sharing with team members is simplified.
This automation of the process is expected to reduce the effort of manual notifications and information checks, thereby improving work efficiency.
This flow creates a ticket in Zendesk triggered by a form or email and automatically notifies Slack.
It is useful for quickly sharing inquiries or applications within the company!
■Overview
The workflow "Create a ticket in Zendesk based on form content and notify Slack" streamlines ticket creation and information sharing tasks.
■Recommended for
■Benefits of using this template
By implementing an automated flow that integrates Zendesk and Slack, you can enjoy the following benefits.
First, since the information submitted from the form is automatically created as a ticket in Zendesk, the effort of creating tickets is reduced. This enables a quick start to customer support.
Additionally, since a notification is sent to Slack simultaneously with ticket creation, responsible parties and team members can smoothly grasp each other's work status.
This will facilitate smooth communication within the team and enable efficient collaboration.
■Overview
The workflow "Create a ticket in Zendesk based on the received email content and notify in Slack" helps streamline customer support operations.
Automatic notifications lead to prompt customer responses, contributing to improved customer satisfaction.
■Recommended for
■Benefits of using this template
By integrating Zendesk and Slack, it becomes possible to quickly create tickets from received email content and notify the entire team.
This enables a swift response to issues that need addressing.
As a result, the quality of customer support improves, leading to increased satisfaction.
Additionally, by utilizing Slack's notification feature, information sharing among team members is promoted, and collaboration is strengthened.
Furthermore, reducing manual tasks improves operational efficiency, increasing the time available to focus on other important tasks.
This flow automatically notifies Slack with ticket information starting from Zendesk.
It allows the team to quickly catch changes in tickets, making it easier for everyone to swiftly understand the situation!
■Overview
This is a flow where a notification is sent to Slack when a new ticket is created in Zendesk.
By integrating Zendesk and Slack, you can customize the created tickets and automatically post them to Slack via messages, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Zendesk and Slack with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan.
・For 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 Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The "Notify Slack when a ticket is updated in Zendesk" flow is a business workflow that facilitates communication within the support team.
Every time a ticket is updated in Zendesk, a notification is automatically sent to Slack, allowing all team members to quickly grasp the latest information.
This enables prompt responses and efficient information sharing.
■Recommended for
■Benefits of using this template
Let's get started by creating a flow that automatically notifies Slack with Zendesk data!
We will proceed with the setup using Yoom, a no-code platform!
If you don't have a Yoom account yet, please create one using the registration form here.
[About Yoom]
This time, we will create a flow bot that notifies Slack when a ticket in Zendesk reaches a specific status!
The creation process is broadly divided into the following steps:
■Overview
The workflow "Notify Slack when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
By automatically notifying important information, it helps prevent missing out on crucial updates.
■Recommended for
■Benefits of using this template
By using the automated flow that notifies Slack when a ticket reaches a specific status in Zendesk, you can quickly grasp the progress of tickets.
This allows for timely responses, thereby improving the quality of customer interactions.
Additionally, it reduces the operational burden on the person in charge, increasing work efficiency.
Members who receive notifications can immediately discuss responses, contributing to strengthening team collaboration.
First, log in to your Yoom account.
If you haven't used Yoom before, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Let's register Zendesk in My Apps right away!
1. The following screen will be displayed. Please enter the required fields.
For detailed instructions on registering My Apps in Zendesk, please refer to the following link.
How to Register My Apps in Zendesk
Click "Add" to complete the registration of My Apps in Zendesk.
Similarly, search for Slack and click on the icon.
1. The login screen will appear.
Please enter the URL of the workspace you want to integrate.
2. The following screen will appear.
You can select the channel to post to from the dropdown.
After selecting a channel, click "Allow".
For detailed instructions on registering My Apps in Slack, please refer to here.
If the registration of My Apps is successful, the following screen will be displayed.
Please check if the icons for Zendesk and Slack are displayed on the My Apps screen.
Please click "Try it" from the link below.
■Overview
The workflow "Notify Slack when a ticket reaches a specific status in Zendesk" contributes to faster information sharing.
By automatically notifying important information, it helps prevent missing out on crucial updates.
■Recommended for
■Benefits of using this template
By using the automated flow that notifies Slack when a ticket reaches a specific status in Zendesk, you can quickly grasp the progress of tickets.
This allows for timely responses, thereby improving the quality of customer interactions.
Additionally, it reduces the operational burden on the person in charge, increasing work efficiency.
Members who receive notifications can immediately discuss responses, contributing to strengthening team collaboration.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
・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 cause errors in Flowbot operations and data connections.
・The paid plans (Team Plan and Success Plan) offer a two-week free trial. During the trial period, you can try [App Name], which is usually restricted, without any issues. Take this opportunity to experience various features.
First, click the "When a ticket is updated" icon at the top.
Set up the account information to integrate with Slack.
Select "When a ticket is updated" as the trigger.
Once the setup is complete, click "Next".
Let's configure each item!
Now, proceed to Zendesk and update the ticket.
Return to Flowbot and test.
If the test is successful, a "Test Successful" image will be displayed, and you will be able to cite the information obtained from Zendesk as output.
For more details on the output, please refer to the following link.
About the Output
After a successful test, don't forget to click "Save"!
Next, click the "Command Operations" icon.
By default, the flow is set to proceed when the status becomes "Resolved".
If no changes are needed, click Save.
For detailed setup instructions, refer to the following link.
How to Set "Branch"
Finally, click the "Send a message to the channel" icon.
Set up the account information to integrate with Slack.
Select "Send a message to the channel" as the action.
Once the setup is complete, click "Next".
Let's configure each item!
Once the setup is complete, click "Test" and if there are no issues, click "Save"!
Congratulations! All settings are now complete.
Once the setup is complete, the following screen will be displayed.
Click "Turn on the trigger" to activate Flowbot.
This was the method to notify Slack when a Zendesk ticket reaches a specific status!
Besides integration with Slack, various tasks can be automated using the Zendesk API.
If you find anything interesting, please give it a try!
You can automatically create tickets from specific emails or notify about ticket creation.
Make business visibility and information sharing easier!
■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 is a flow for registering information submitted via Google Forms into Zendesk.
■Recommended for
1. Those who have set up a form for inquiries
・Those who are using Google Forms to manage customer interactions
2. Those who manage customer support tasks with Zendesk
・Those who are utilizing Zendesk for customer support
■Benefits of using this template
Google Forms can be utilized for customer support, helping to improve services based on customer feedback.
Additionally, if you are also using Zendesk for customer support, you can register the responses from Google Forms and manage tasks to prevent any oversight.
However, when registering Google Forms responses into Zendesk, manual input is required, which can be time-consuming for task addition.
By using this template, you can automatically add Google Forms responses to Zendesk, allowing for seamless task addition.
■Notes
・Please integrate both Google Forms and Zendesk with Yoom.
・For instructions on how to retrieve response content when using Google Forms as a trigger, please refer to here.
・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.
・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 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.
■Overview
This is a flow that creates a ticket in HubSpot when a ticket is created in Zendesk.
■Recommended for
1. Customer Support Teams
・Teams that want to manage ticket history in HubSpot while managing tickets in Zendesk
・Teams aiming to streamline customer support and centralize information
2. Sales Departments
・Teams that want to share customer issues and inquiries from Zendesk in HubSpot to aid sales activities
・Teams that want to conduct appropriate follow-ups and proposals based on customer inquiry history
3. Marketing Teams
・Teams that want to link Zendesk ticket information to HubSpot to gain customer insights and reflect them in marketing strategies
・Teams that want to understand customer needs from inquiry content and utilize it in marketing activities
■Benefits of Using This Template
・Automatically creating a ticket in HubSpot when a ticket is created in Zendesk saves the effort of manual data entry.
・Centralizing customer inquiry content and response status in HubSpot enables quick and appropriate responses.
■Notes
・Please integrate Yoom with both HubSpot and Zendesk.
You can automatically summarize and share meeting minutes after a meeting ends, or notify about new leads.
Additionally, you can trigger Slack posts to create data in other tools!
■Overview
The workflow "Create a board in Miro based on Slack posts" streamlines data entry tasks.
Since a board is automatically created in Miro from Slack posts, it helps reduce the effort of data entry.
■Recommended for
■Benefits of using this template
By integrating Slack and Miro, it is possible to quickly incorporate post content into boards.
By utilizing this automated flow, you can quickly organize and visualize information, making it easier to prioritize tasks and manage project progress.
Additionally, since the communication content within Slack can be directly reflected, team collaboration will be strengthened.
Furthermore, eliminating the need to manually transfer information improves work efficiency and boosts productivity.
■Overview
When a task in a specific Asana project is completed, the information is automatically sent to a designated Slack channel.
By integrating task completion notifications with frequently used chat tools, you can prevent any oversights in confirmation.
Customization of the Slack destination channel and message is possible.
■Notes
・Please integrate both Asana and Slack with Yoom.
・Replace the Slack destination channel ID and message content with your desired values.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce 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 connect of the flow bot you set will result in an error, 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 subject to restrictions.
■Overview
The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Who should use this template
■Benefits of using this template
■Overview
This flow automatically transcribes and summarizes meeting content after a Zoom meeting ends, and notifies the transcription results to Slack.
■Recommended for
1. Teams that frequently use Zoom meetings and share information on Slack
・Those who want to transcribe meeting content and keep a record
・Those who want to reduce the effort of creating minutes and improve work efficiency
・Those who want to share meeting content with team members on Slack
2. Those who want to analyze and utilize meeting content
・Those who want to analyze transcription data to understand the content of discussions and trends
・Those who want to quickly grasp the key points of meetings with the automatic summarization feature and link them to the next actions
■Benefits of using this template
Zoom is a tool that makes online meetings efficient, but creating minutes after a meeting ends can be time-consuming and labor-intensive for the person responsible, potentially leading to delays in information sharing.
By utilizing this flow, the content of a Zoom meeting is transcribed and summarized by AI after the meeting ends, and the minutes are notified to Slack. This reduces the effort for the person responsible for creating the minutes. Additionally, members who missed the meeting can check the shared information on Slack to understand the content of the discussion and smoothly participate in the project.
■Notes
・Please integrate Zoom and Slack with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, 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 restricted apps and AI features (operations).
・To obtain Zoom recording information, meeting data must be cloud recorded. Please note that cloud recording is limited to specific Zoom plans. For details, please refer to here.
By automatically notifying Slack of Zendesk ticket information, you can significantly reduce the effort of sharing progress and the risk of miscommunication. There are various automation options available, such as setting up messages to be sent to Slack when a status changes or a new ticket is created, automatic notifications of AI-generated reply suggestions, and notification flows triggered by forms or emails. The actual setup can be done without any coding, making it easy to implement for those aiming to improve work efficiency.
Why not start by trying an automated notification flow that suits your work from the templates that interest you?
