ZendeskとDifyとChatworkの連携イメージ
How to Integrate Applications

2024/12/12

Integrate Zendesk, Dify, and Chatwork to generate an AI response proposal when a ticket is created and send the result to Chatwork.

k.hieda

"Too many inquiries to handle..." "Tired of answering the same questions repeatedly..." Are you facing these issues? Good news for those who are overwhelmed with handling inquiries even while using Zendesk.

By using Dify, which utilizes AI, you can automatically process inquiries received in Zendesk and share response proposals with your team through Chatwork. This system can be easily implemented without programming knowledge, streamlining your operations. This article explains the benefits of this new automation flow, the specific effects of its implementation, and how to set it up without code.

Recommended for

This flowbot is perfect for the following people:

  • Those who are overwhelmed with a large number of customer inquiries every day
  • Those who feel that the complexity of inquiries is increasing and they don't have enough time
  • Those who struggle with differences in response skills within the team and maintaining quality consistency
  • Those who want to improve customer satisfaction
  • Those who want to improve operational efficiency and reduce costs

Benefits and Three Specific Use Cases of Notifying Chatwork When a Record is Registered in Zendesk

The new automation flow that links Zendesk, Dify, and Chatwork has many uses. Here are three particularly beneficial use cases.

1. Speedy Response and Quality Improvement

By utilizing Dify and Zendesk, the process from inquiry to generating a response proposal and sending it to Chatwork is done quickly. The key to this speed is that the flowbot activates every 5 minutes at the shortest interval, creating response proposals for new inquiries immediately. This allows the person in charge to receive a concrete response proposal shortly after an inquiry occurs.
This mechanism significantly reduces the time customers are kept waiting and enables smooth responses. Especially in situations where quick responses affect customer satisfaction, this promptness provides great value. For example, in urgent inquiries or important customer interactions, the speed provided by updates every 5 minutes can be a significant competitive advantage.

2. Customizable High-Quality Responses

The response proposals generated by Dify are consistently high quality based on past learning. The person in charge can customize the response content based on this proposal, according to the customer's situation and the characteristics of the product or service.

Customer service representatives can ensure the quality of responses while advancing responses that better meet customer needs. This helps managers by reducing the variability in responses due to the presence or absence of the representative's experience.

3. Team-Wide Efficiency and Enhanced Collaboration

By utilizing Chatwork to share the response proposals generated regularly by the flowbot with the entire team, each member can check the inquiry content and situation at the appropriate timing. Since this flow activates at regular intervals, the team can respond while sharing the latest situation.

The reason this mechanism promotes efficiency is that timely sharing of information reduces duplicate work among multiple members, allowing everyone to efficiently divide roles. Furthermore, by utilizing Chatwork's task management features, it is possible to clearly assign who will respond to which inquiry. For example, while a specific representative is creating a response, other members can be assigned tasks to handle new inquiries, making team collaboration even smoother. In this way, visualizing tasks and dividing roles contribute to improving customer satisfaction and team productivity.

From here, we will explain the steps to build a flow to "Create a response in Dify and post it to Chatwork when a ticket is created in Zendesk" without programming.

[What is Yoom]

How to Create a Flow to Notify Chatwork with a Response Created in Dify When a Ticket is Created in Zendesk

By utilizing Yoom's periodic activation trigger feature, you can obtain the latest ticket information from Zendesk's API. Based on this information, instructions are sent to Dify, and the generated response results are notified through Chatwork's API. This mechanism smoothly realizes the process from obtaining inquiry information to notifying responses. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily realized without programming knowledge.

Integration Process

  • Register My Apps in Yoom (Zendesk, Dify, and Chatwork)
  • Copy the template
  • Set up app triggers and integrate apps
  • Turn on the trigger button and start integration

※In the paid plan, a 2-week free trial is available. During the trial period, you can use apps with usage restrictions in the free plan and AI features (operations).

Items to Prepare in Advance

Zendesk

  • Zendesk account information (for operating the management screen)
  • Subdomain
    • The value before .zendesk.com in the URL is the subdomain.
  • API Token
  • Open the "Admin Center" in the Zendesk global menu.
  • From the left menu bar, pull down "Apps and Integrations" and select "Conversations API" under API. Then click "Create API Key" in the upper right corner.
  • The screen for creating a new key will be displayed.
  • Enter any value for the name and click "Next" to generate and display each key.

Dify

  • Dify account information (for operating the management screen)
  • App (Chatbot)
  • Access Token
    • Obtain it from the Dify app.
    • Open the created app and select "Monitoring" from the left menu bar.
    • Click "API Key" under Backend and Service API.
    • In the API Secret Key popup, select "+ Create New Secret Key" to display the API Secret Key. This corresponds to the access token. More details: What You Can Do by Registering and Integrating Dify My Apps

Chatwork

  • Chatwork account information (email address, password)
  • Room ID to send Chatwork notifications

>Help: How to Check Chatwork Room ID

Step 1 Setting Up My App Integration

In this step, you will register the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection on the My Apps screen.

A list of apps that can be connected to Yoom and a search window will be displayed. Search for the app to be integrated this time from the search window and proceed with the registration of My Apps.

Zendesk

Click the app name from the search results. A screen will be displayed to enter the values obtained from Zendesk.

  • Account Name
    • Enter a value that is easy to identify. It is recommended to use a value that can identify the account, such as an email address.
  • Email Address
  • API Token
    • Enter the API token obtained in advance.

After entering the required fields, click the "Add" button to complete the registration of My Apps in Zendesk.
※Zendesk is an app limited to the Team Plan and Success Plan. Currently, the Zendesk app is only available in the "Team Plan" or "Success Plan". If you are using the "Free Plan" or "Mini Plan", please note that operations and data connections set in the flowbot may encounter errors.

Dify

Click the app name from the search results. A screen will be displayed to enter the values required for integration.

  • Account Name
    • Enter any value. It is recommended to use a value that can identify the account, such as an email address.
  • Access Token
    • Enter the value obtained in advance.

After entering the required fields, click the Add button to complete the registration of My Apps in Dify.

Chatwork

Select Chatwork from the search results. The login screen will be displayed.

Enter the email address and password of the account to be integrated and allow access from Yoom.

This completes the registration of My Apps in Chatwork.

Step 2 Copy Yoom's Flowbot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: App Trigger "When a New Ticket is Created"

Click on the first step of the template.

Here, you will set up to retrieve ticket information issued in Zendesk.

(1/2) Select Integration Account and Action

This item is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Zendesk
  • Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

  • Trigger Activation Interval
    • Set the activation interval for the flow bot.
    • You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest activation interval varies depending on your subscription plan.
  • Subdomain
    • The value before ".zendesk.com" in the URL applies.

→ Click Test. → Success. The following items can be retrieved. These will be used as dynamic values in later operations.

→ Click Save.

Step 4: "Send Message" to Integrate with App

Click on the second step of the template.

Here, you will set up the prompt (instruction text) to send to Dify.

(1/2) Select Integration Account and Action

This is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Dify
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • query
    • Quote the inquiry content from the customer.
    • Clicking on the edit field will display the output obtained from Zendesk. The code {{details}} is embedded in the pre-settings, but customization by quoting other codes is possible.

  • user
    • Set an arbitrary identifier in alphanumeric characters.
  • Variable
  • It is not mandatory, but utilizing it allows for more flexible and efficient prompt and notification settings. For example, dynamic information such as "name" or "date" can be automatically reflected in the prompt, reducing the setup effort while enabling tailored responses for users.

→ Click Test. → Success. You can obtain Dify's response proposals (response content).

→ Click Save.

Step 5: "Send Message" to Integrate with App

Click on the third step of the template.

Here, you will set up the template message to notify Chatwork.

(1/2) Select Integration Account and Action

This is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Chatwork
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • Team ID
    • Clicking on the edit field will open a dropdown showing the space names of the integrated Chatwork. Select the space to send the message to, and the ID will be quoted.
  • Room ID
    • Clicking on the edit field will display room candidates. Select the room to notify, and the ID will be quoted. Alternatively, you can obtain the ID by checking the room settings in Chatwork.
      Help: How to Check Chatwork Room ID
  • Message Content
  • Create the template message to notify.
  • Clicking on the edit field allows you to embed values obtained in previous operations. By quoting the actual detailed code from Zendesk and posting Dify's response content, it becomes easier to verify consistency.

→ Click Test. → Success

→ Click Save. This concludes the steps.

Step 6: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turn ON the Trigger to activate the flow bot. You can toggle it on the top left of the template.

<span class="mark-yellow">The flow bot setup was easily completed without programming.</span>

The template used this time is here.

Make the Most of It! 3 Examples of Expanded Automation Achieved Through Dify Integration

Dify can integrate with a variety of business tools beyond Zendesk and Chatwork. Below are three examples of applications to further expand automation.

1. Quickly Process Google Form Inquiries with AI! Significantly Reduce the Effort of Manual Verification

When inquiry data collected via Google Forms is retrieved, AI analyzes it and generates response suggestions. These suggestions are notified to Chatwork, allowing the responsible person to review and utilize them for handling. This process reduces the time spent on initial manual responses and contributes to speeding up customer service.

2. Take Your Intercom Chat Support to the Next Level! Enhance Proposal Power with AI Analysis

In customer chats using Intercom, AI analyzes messages in real-time and creates optimal response suggestions. These suggestions are notified to the team via Chatwork, allowing representatives to provide more appropriate responses to customers. By leveraging AI's proposal power, personalized responses that enhance customer satisfaction are achieved.

3.  Automatically Respond to Inquiries on Chatwork! Enhance Team Productivity

AI automatically generates responses to inquiries occurring within Chatwork. By handling simple queries, AI allows team members to focus their resources on more complex issues. This system improves overall team efficiency and enhances the quality of customer service.

Summary

In this article, we detailed the benefits of an automated flow integrating Zendesk, Dify, and Chatwork, as well as the setup method that requires no programming. By utilizing this system, you can expect not only improved efficiency in handling inquiries but also enhanced customer satisfaction and overall team productivity. Since it can be easily set up with no code, consider implementing it right away.

Get Ready to Start Your Automation Flow Now!

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If you're aiming to improve operational efficiency, why not take the first step? See you soon!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Zendesk
Dify
Chatwork
Integration
Notification
Automatic
Automation
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