How to create a folder in Microsoft SharePoint when a ticket is created in Zendesk
How to Integrate Applications
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2025-04-16
How to create a folder in Microsoft SharePoint when a ticket is created in Zendesk
r.suzuki
When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time. 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!
Customer support work requires prompt responses, and I believe many companies use apps to improve efficiency. But are you integrating with other apps? By combining apps, you can achieve more efficient business operations. In this article, I would like to introduce how to automatically create a folder when a ticket is created by integrating Zendesk with Microsoft SharePoint. Automation not only reduces manual work but also helps prevent errors such as duplication and omissions. This blog explains a method that even beginners can easily set up without coding, so please use it as a reference.
Benefits of Integrating Zendesk and Microsoft SharePoint
Benefit 1: Efficient Document Management
Every time a ticket is created in Zendesk, a folder is automatically created in Microsoft SharePoint, which can improve the efficiency of document management. For example, when the support team receives a new ticket, they can immediately organize and share related documents and files. This reduces the time spent searching for information, enabling prompt responses.
Benefit 2: Smooth Information Sharing
The automatic creation of folders in Microsoft SharePoint facilitates smooth information sharing between different teams. For example, by sharing information within the same folder, the support team and sales team can easily check past ticket details and related files, allowing them to address current issues based on past information. This improves the speed of resolution and leads to increased customer satisfaction.
Integrate Zendesk and Microsoft SharePoint with Yoom
However, don't you have the impression that app integration is a bit difficult? Generally, it requires specialized programming knowledge, and setting it up can often be time-consuming. But actually, with Yoom, you can easily integrate apps without any knowledge or experience! Let me introduce the specific benefits of using Yoom!
Easy-to-Understand Setup Procedure
Yoom has an intuitive design that makes it easy for beginners to set up. Additionally, Yoom offers various templates. You can copy templates and use them as a base for your flow, so you don't have to create everything from scratch, making it very easy to try setting up integrations.
Customization to Suit Your Business
The integration flow can be flexibly customized to meet user needs. There are many apps that can be integrated, allowing you to create flows unique to your company or department!
Cost Reduction
You can reduce the costs and time associated with hiring engineers, improving the overall cost efficiency of the company. Yoom's usage fees start from a free plan, making it cost-effective!
How to Create an Integration Flow for Zendesk and Microsoft SharePoint
Step 1: Register and Log in to Yoom and Register Apps
First, please access Yoom's official website and create an account. If you already have an account, please log in. Yoom Account Issuance Page
Once logged into your Yoom account, register the apps you will use. 1) Click "My Apps" and select "New Connection."
2) Select the app you want to register and log in with the account you use for each app. Once the first app is registered, click "New Connection" again to register the second app.
3) Once registered, icons will appear in My Apps. Check if the icons for the two registered apps are displayed. For detailed instructions on registering the Zendesk app, please refer to this. How to Register Zendesk My Apps | Yoom Help Center (intercom.help) ※Zendesk is only available with the Team Plan and Success Plan. Please note that operations and data connections of flow bots set in the Free Plan and Mini Plan will result in errors. Additionally, a two-week free trial is available for paid plans such as the Team Plan and Success Plan. You can use restricted apps during the free trial. Please give it a try!
Step 2: Select a Template
This time, we will create a flow where [When a ticket is created in Zendesk, a folder is created in Microsoft SharePoint]. By using this template, you can create a folder in Microsoft SharePoint simultaneously when a ticket is created in Zendesk, eliminating cumbersome tasks. Since it is automatically created, it prevents mistakes such as creating duplicate folders or missing creations.
Step 3: Setting Up Integration Between Zendesk and Microsoft SharePoint
1) Click the "Try this template" icon on the previously introduced template to copy it to My Projects.
2) The following display will appear.
Follow the instructions and click the flow icons with "!" on the right in order to edit them. Titles and details can be changed by clicking on them. Modify them to make it easier to use.
3) Click "App Trigger: When a new ticket is created".
4) Select the action "When a new ticket is created" and click "Next".
5) Select the trigger interval and enter "Submain". Once entered, click "Test", and if the test is successful, click "Save".
6) Once back in the flow, click the "Integrate with App: Create Folder" icon.
7) Select the action "Create Folder" and click "Next".
8) Enter the required fields. You can also create by quoting the output information from the previously integrated Zendesk, so quote as needed. Once entered, click "Test", and if the test is successful, click "Save".
9) This completes the flow of "When a ticket is created in Zendesk, create a folder in Microsoft SharePoint".
Step 4: Testing and Verification
10) Once the setup is complete, the following display will appear, so click "Turn on Trigger". Activate the flow bot and check if it operates correctly once.
Summary
With the integration of Zendesk and Microsoft SharePoint, folders are automatically created when a ticket is created, significantly improving operational efficiency. Creating folders in Microsoft SharePoint allows for smooth information sharing between departments, ultimately leading to improved customer satisfaction. Using Yoom allows for easy no-code integration setup. The method of starting by copying the template introduced this time is really easy! Refer to this blog and try using app integration to improve operational efficiency and customer satisfaction. Here is the template used this time!
The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited.
I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved.
Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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