Notify Microsoft Teams when a ticket is created in Zendesk
Automatically notifying ticket creation can help prevent missing customer responses.
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You want to quickly notice any new tickets or comments added to Zendesk. The speed of customer response depends on how quickly you can notice them, so you must prevent overlooking them. However, don't you find it tedious to repeatedly check if tickets have been added?
The solution to this problem is the API integration between Zendesk and Microsoft Teams. By utilizing the API, you can automatically send new ticket additions or updates in Zendesk to Microsoft Teams! Once notifications start coming in, ticket handling will become smoother, and customer response can be quicker.
In this article, we will specifically introduce the automation flow that can be achieved by integrating Zendesk and Microsoft Teams! If you are considering improving work efficiency, please check it out!
By using Yoom, you can easily integrate Zendesk and Microsoft Teams without any code.
Yoom provides templates for integrating Zendesk and Microsoft Teams in advance, so even without API knowledge, you can achieve integration immediately just by registering.
By integrating the APIs of Zendesk and Microsoft Teams, you can automatically sync Zendesk data with Microsoft Teams!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Zendesk and Microsoft Teams.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for situations where you use Zendesk as a task management tool while sharing information on Microsoft Teams.
Automatically notifying ticket creation can help prevent missing customer responses.
You can analyze ticket content using AI features and notify Microsoft Teams only in cases such as errors.
Now, let's create a flow that integrates Zendesk and Microsoft Teams!
We'll use Yoom to proceed with the integration of Zendesk and Microsoft Teams without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we'll create a flow bot that transfers data to Microsoft Teams whenever a ticket is updated in Zendesk!
The creation process is broadly divided into the following steps:
Integrating My App first will make the subsequent settings proceed smoothly.
First, we will integrate your current Zendesk with Yoom.
Select My App → "+ Add" from the left side of the Yoom page.
Integrate with Zendesk.
Please set the required fields.
The API can be checked from the following screen of Zendesk.
For more details, please refer to here for settings.
Next, integrate with Microsoft Teams.
Similarly, select My App → New Connection from the left side of the Yoom page.
When the sign-in screen appears, please enter your email address and password.
※Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Once the connection with Zendesk and Microsoft Teams is completed and displayed in My App, it's OK.
From here, we will create the flow.
Open the template page and click 'Try it'.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step.
The template will be saved in My Projects.
You can change the template name if necessary.
Click My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.
Now, let's set up the app trigger.
Select "When a ticket is updated".
*Zendesk is an app available only on some paid plans.
For other plans, the operations and data connections of the flowbot you set up may result in errors, so please be careful.
A 2-week free trial is available for paid plans.
During the free trial, you can use apps that are subject to restrictions.
You can change the title as desired.
Check the account information you linked earlier, do not change the trigger action, and proceed to the next step.
Set the required fields.
This setting determines how many minutes after a Zendesk ticket is updated this trigger will be activated.
Now, go to Zendesk and update the ticket.
Return to the flowbot and click Test.
If the integration is successful, the message content will be displayed in the output at the bottom of the screen.
By referencing this output during the subsequent action setup, you can achieve data integration with Zendesk and Microsoft Teams!
About Output | Yoom Help Center
Once you've done this, save your work.
Next, to set up notifications of Zendesk ticket updates to Microsoft Teams, click "Send message to channel".
As before, check the linked account information and proceed to the next step.
Set the required fields.
Test this as well, and if successful, save your work.
*Please note that testing will send a notification to Microsoft Teams.
When the following image is displayed, turn on the trigger.
With this, all settings are complete, so check if a notification is sent to Microsoft Teams when a ticket is updated in Zendesk.
This was the method for "Notifying Microsoft Teams when a ticket is updated in Zendesk".
This time, we introduced how to integrate data from Zendesk to Microsoft Teams, but if you want to integrate data from Microsoft Teams to Zendesk, please also use the following template.
There are times when you think you'll register the content posted in the channel to Zendesk later and end up forgetting.
This extracts the posted content and automatically creates a ticket, preventing any omissions.
By leveraging the APIs of Zendesk and Slack, various automations can be achieved!
How about considering the following automations?
It is possible to add tickets to Zendesk and integrate tickets added to Zendesk with other applications!
Communication tools are highly versatile, allowing for practical integration with almost all applications.
By integrating Zendesk data with Microsoft Teams, you can quickly notice the addition of tickets and easily keep track of updates. This can potentially reduce the time spent on regularly accessing Zendesk for ticket checks, thereby enhancing the speed and efficiency of customer support!
Moreover, the key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integrations become easily possible. It's easy to implement even for beginners in app integration, so register with Yoom now and start automating!
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