"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.
For those who want to try it quickly
Yoom provides templates for integrating Zendesk and Slack! If you want to try it right away, click the banner below to get started!
Notify Slack when a ticket reaches a specific status in Zendesk.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・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. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the 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.
How to Automatically Notify Slack with Zendesk Data
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!
Automatically Notify Slack with Zendesk Data Under Specific Conditions
This flow starts with Zendesk and sends status change notifications to Slack. Progress on tickets can be automatically shared, making team communication smoother!
Notify Slack when a ticket reaches a specific status in Zendesk.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・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. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the 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.
Automatically Notify Slack of Specific Data Changes in Zendesk
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!
When a ticket is created in Zendesk, generate a reply using AI and notify Slack.
■Overview The workflow 'When a ticket is created in Zendesk, generate a response with 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 ・Those who use Zendesk for customer support ・Those who struggle with ticket management in Zendesk and want to respond quickly ・Those who want to improve the efficiency of response generation using AI ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly grasp the progress of customer support ・Managers of customer support teams who want to understand the response status of team members at a glance
■Notes ・Please connect Yoom with both Zendesk and Slack. ・The trigger 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. ・Zendesk is an app available only on 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 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Automatically Notify Slack with Zendesk Data Triggered by Form or Email Changes
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!
Create a ticket in Zendesk based on the form content and notify Slack.
■Overview The workflow "Create a ticket in Zendesk based on the form content and notify in Slack" streamlines ticket creation and information sharing.
■Recommended for ・Those using Zendesk for customer support ・Those managing tickets in Zendesk but spending time on manual input ・Those who want to quickly process customer inquiries and provide appropriate follow-up ・Those using Slack as an internal communication tool ・Those who use Slack daily and want to quickly share information with team members ・Customer support managers who want to grasp the team's response status at a glance
■Notes ・Please integrate Yoom with both Zendesk and Slack. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connect of the configured flow bot 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 workflow "Create a ticket in Zendesk based on the email content and notify Slack" helps improve customer support efficiency. Automatic notifications lead to prompt customer responses, contributing to improved customer satisfaction.
■Recommended for ・Those using Zendesk for customer support operations ・Customer support representatives who want to quickly respond to email content ・Support teams that require speedy ticket creation ・Those using Slack as a communication tool ・Those who want to smoothly share information among support teams using Slack
■Notes ・Please integrate Yoom with both Zendesk and Slack. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in 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 subject to restrictions.
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 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, an automatic notification is sent to Slack, allowing all team members to quickly grasp the latest information. This enables prompt response and efficient information sharing.
■Recommended for - Support personnel who are using Zendesk and Slack for customer support and want to improve the efficiency of information sharing - Support team leaders who want to avoid missing ticket update information and respond promptly - IT managers and executive officers who want to automate business processes by integrating multiple tools and improve productivity - Companies that wish to strengthen communication within the support team and provide a better customer experience
■Notes - Please integrate both Zendesk and Slack with Yoom. - Zendesk is an application available only with the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, operations and data connects set for the flow bot will result in errors, so please be aware. - Paid plans such as the Team Plan and Success Plan allow for a 2-week free trial. During the free trial, you can use the restricted applications. - You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes. - Please note that the shortest trigger interval differs depending on the plan.
Let's Create a Flow to Automatically Notify Slack with Zendesk Data
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:
Integrate Zendesk and Slack with My Apps
Copy the template
Set up Zendesk triggers and Slack actions
Turn on the trigger to complete the flow setup
Notify Slack when a ticket reaches a specific status in Zendesk.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・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. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the 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.
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.
Register My Apps in Zendesk
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.
Register My Apps in Slack
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.
Step 2: Copy the Template
Please click "Try it" from the link below.
Notify Slack when a ticket reaches a specific status in Zendesk.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・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. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the 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.
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting the Trigger to Activate When a Zendesk Ticket is Updated
・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!
Trigger Activation Interval:You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, socheck this articlein advance for peace of mind.
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"!
Step 4: Setting Command Operations
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"
Step 5: Setting Notifications to Slack
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!
Channel ID to Post: Click the input field to display options and select from them.
Message: Click the edit field to display the Zendesk output as shown below, and use it when creating messages!
Once the setup is complete, click "Test" and if there are no issues, click "Save"!
Step 6: Testing and Confirmation
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!
Other Automation Examples Using Zendesk and Slack
Besides integration with Slack, various tasks can be automated using the Zendesk API. If you find anything interesting, please give it a try!
Automation Examples Using Zendesk
You can automatically create tickets from specific emails or notify about ticket creation. Make business visibility and information sharing easier!
Create a ticket in Zendesk when a specific email is received in Outlook
■Overview Are you manually creating tickets in Zendesk for inquiries that arrive in Gmail? While this task is simple, there is no room for missed responses or input errors, and it often becomes a heavy burden. By using this workflow, a ticket is automatically created in Zendesk just by receiving an email in Gmail with a specific label, enabling you to streamline manual response tasks and speed up customer support.
■Recommended for ・Customer support staff who manage inquiries received via Gmail in Zendesk ・Those who are concerned about missed responses or delays caused by manual ticket creation ・Those who want to automate inquiry handling and improve team productivity
■Notes ・Please connect Yoom with both Gmail and Zendesk. ・Zendesk is available only on the Team and Success plans. On the Free and Mini plans, the Flowbot operations and Data Connect configured will result in errors, so please be aware. ・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 otherwise restricted. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan; please note.
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!
Create a board in Miro based on the content of a Slack post.
■Overview The workflow "Create a board in Miro based on Slack's post content" streamlines data entry tasks. A board is automatically created in Miro from the content posted in Slack, reducing the effort of data input.
■Who we recommend this template to ・People who communicate daily on Slack ・Those looking to take quick actions from Slack posts ・Teams that utilize Miro boards for information sharing ・Anyone who wants to visualize tasks or ideas quickly ・Project managers using Miro as a tool to support project management ・Those aiming for smooth communication using the integration between Slack and Miro
■Cautions ・Please integrate both Slack and Miro with Yoom. ・You can select the trigger intervals among 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
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?
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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