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"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!
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!
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!
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!
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!
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:
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.
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!
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!
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?
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