How to integrate Zendesk with Sasuke to register information in Sasuke when a ticket is created in Zendesk

Zendesk is a convenient tool that centralizes customer inquiries and enables quick responses. It helps streamline the support team's operations and contributes to improved customer satisfaction.
However, if you manually register tickets created in Zendesk to Sasuke, you will need to perform registration work for each ticket, which may take a lot of time.
This article explains the benefits of integrating Zendesk and Sasuke, as well as how to set it up.

This article is recommended for

The content introduced this time is recommended for the following people!

Those who use Zendesk and Sasuke in their work
Those who want to prevent input errors and missed responses to customer information
Those who feel challenged by the task of transferring data between Zendesk and Sasuke

Benefits and Examples of Integrating Zendesk and Sasuke

Benefit 1: Reduction of Data Entry Errors

Manual data transfer is prone to human errors.
For example, if a support team member handles a technical inquiry and manually enters that information into Sasuke, there is a possibility of incorrect input of detailed figures.
Especially when the inquiry contains technical terms or complex information, the likelihood of input errors increases.
Automation allows information such as response content and customer reactions to be automatically registered in Sasuke.
This reduces manual input, eliminating concerns about errors from manual entry.
As a result, it is expected to prevent inconsistencies in customer information and follow-ups based on incorrect information, thereby improving the accuracy of operations.

Benefit 2: Reducing the Burden on Team Members

Manual data entry is a significant burden for support teams.
If there are many inquiries, a lot of time will be spent on data entry, potentially preventing focus on the primary customer support tasks.
For example, if a support representative manually enters the content into Sasuke after handling an inquiry, and inquiries are concentrated, time spent on input tasks may delay the next response.
Automation allows representatives to save time on data entry and focus on more value-added tasks such as analyzing inquiry content and considering more appropriate solutions.
As a result, it is expected to improve the overall productivity of the support team.

Benefit 3: Preventing Missed Responses

In customer support, missed responses can hinder trust relationships.
Especially when there are multiple inquiry channels or when a representative is absent, information sharing tends to be insufficient, increasing the risk of delayed or missed responses.
Integrating Zendesk and Sasuke allows easy confirmation of past response histories.
It may also help avoid duplicate responses to the same inquiry and prevent inappropriate answers in advance.
Automation enables necessary information to be automatically registered in Sasuke, allowing follow-ups as needed.
As a result, it will help build trust with customers and strengthen long-term relationships.

This article will proceed with integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

Now, let's explain how to use the no-code tool Yoom to register information in Sasuke when a ticket is created in Zendesk.

[What is Yoom]

How to Create a Zendesk and Sasuke Integration Flow

It is possible to achieve this by receiving the creation of a ticket in Zendesk using Zendesk's API, extracting the necessary information using AI, and registering the information using the API provided by Sasuke. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes.

Register Zendesk and Sasuke as My Apps
Set up a trigger to activate when a ticket is created in Zendesk
Configure settings to register information in Sasuke
Test and verify

Step 1: My App Integration with Zendesk and Sasuke

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name from the input field.
This time, search for and register Zendesk and Sasuke respectively.

Registering Zendesk as My App

Let's start by registering Zendesk.

Please note that Zendesk and AI Operations are only available with the Team Plan and Success Plan.
For Free Plan and 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. You can use the restricted apps during the free trial.

When you enter Zendesk in the input field, the Zendesk icon will be displayed, so click on the icon.

1. The following screen will be displayed.
Enter the account name, email address, and API token.
For detailed instructions on registering Zendesk as My App, please refer to the following link.
How to Register Zendesk as My App
Click "Add" to complete the registration of Zendesk as My App.

Registering Sasuke as My App

Similarly, search for Sasuke and click on the icon.

1. Enter the account name, access token, and API key.

This completes the registration of Zendesk and Sasuke as My Apps.

When the My App registration is successful, the following screen will be displayed.
Check if the icons for Zendesk and Sasuke are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing the Storage Location

Please click "Try it" from the link below.

If the following message appears, the template copy was successful.

Step 2: Setting up a trigger to activate when a ticket is created in Zendesk

1. First, click on "New Ticket Created" at the top.

2. You can set the title freely.
Enter the account information to integrate with Zendesk.
Select "New Ticket Created" as the trigger.
Once you have finished entering, click "Next".

3. Set the trigger interval and subdomain.
You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting up information registration in Sasuke

1. Next, click on the "Manipulate/Transform Data" icon.

2. This time, we will perform an operation to retrieve the final response date and notes from the ticket created in Zendesk using AI, so select "Data Transformation" as the conversion type.
Once the settings are complete, click "Next".

3. Set the target text and conversion rules.
When you click on the edit field, the output obtained earlier will be displayed, so please use it as needed.
In the following screen, you will retrieve the "Final Response Date", "Notes", and "Activity History" from the ticket created in Zendesk.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. Finally, click on the "Retrieve Lead Source" icon.

5. Enter the account information to integrate with Sasuke.
Select "Retrieve Lead Source" as the execution action.
Once the settings are complete, click "Next".

6. Enter each item.
When you click on the input field, the output obtained earlier will be displayed, so please use it as needed.
If you want to insert data extracted by AI, select the "Post-Transformation" text from "Manipulate/Transform Data" as shown below, and it will insert the data extracted by AI.
For information on how to obtain various Sasuke settings, please refer to the following link.
How to obtain various Sasuke settings
Once the settings are complete, click "Test" and if there are no issues, click "Save".

‍7. This completes the flow of [Registering information in Sasuke when a ticket is created in Zendesk].

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

The charm of Yoom is that it allows you to set up easily without programming.
Try this convenient flow from the link below.

Other Automation Examples Using Zendesk

There are many other examples of automation using Zendesk in Yoom, so here are a few.

1. This is a flow where a ticket is created in Zendesk when a record is registered in kintone.
By using this template, a ticket is automatically created in Zendesk every time a new record is registered in kintone.
This can help prevent manual input errors and improve the accuracy of data management.

2. This is a flow that sends an email to Gmail when a new ticket is created in Zendesk.
By using this template, you will automatically receive a notification in Gmail whenever a new ticket is created in Zendesk.
This reduces the need for manual checks and allows you to quickly share important information.

3. This is a flow to notify Slack when a ticket is created in Zendesk.
By using this template, an automatic notification will be sent to Slack whenever a new ticket is created in Zendesk.
Since notifications are sent automatically, it will help prevent delays in response and lapses in information management.

Summary

By integrating Zendesk with Sasuke, it is now possible to automatically register information in Sasuke when a ticket is created in Zendesk.
This allows you to easily set up an environment where you can check response dates and notes related to customer support.
Are you struggling with repetitive tasks that occur daily or task management where mistakes are not allowed? Yoom is a recommended tool for those looking to streamline such operations.
You can start automating tasks that suit your work by simply selecting a template and customizing the necessary parts.
If you're considering changing the way you work, try Yoom first.