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!
For those who want to try it as soon as possible
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.
Notify Microsoft Teams when a ticket is updated in Zendesk.
■Overview The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that enhances the efficiency of customer support operations and promotes information sharing within the team. By utilizing Yoom's API integration, it automatically sends notifications to Microsoft Teams when a ticket is updated in Zendesk. This allows the entire support team to quickly grasp the latest situation, enabling prompt responses.
■Recommended for ・Customer support personnel who feel information sharing is cumbersome when using both Zendesk and Microsoft Teams ・Team leaders who want to share quick ticket update information within the support team ・IT personnel who wish to manage Zendesk tickets more smoothly ・Executives looking to improve work efficiency through workflow automation
■Cautions ・Please integrate Zendesk and Microsoft Teams with Yoom. ・Zendesk is an application available only on Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the flow bot operations and data connect that are set will result in errors, so please be cautious. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. You can use restricted apps during the free trial. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be cautious. ・Microsoft365 (formerly Office365) has personal and general corporate plans (Microsoft365 Business). There may be authentication failures if you are not subscribed to the general corporate plan.
What You Can Do by Integrating Zendesk with Microsoft Teams
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!
Notify Microsoft Teams When a Ticket is Updated in Zendesk
This flow is recommended for situations where you use Zendesk as a task management tool while sharing information on Microsoft Teams.
Notify Microsoft Teams when a ticket is updated in Zendesk.
■Overview The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that enhances the efficiency of customer support operations and promotes information sharing within the team. By utilizing Yoom's API integration, it automatically sends notifications to Microsoft Teams when a ticket is updated in Zendesk. This allows the entire support team to quickly grasp the latest situation, enabling prompt responses.
■Recommended for ・Customer support personnel who feel information sharing is cumbersome when using both Zendesk and Microsoft Teams ・Team leaders who want to share quick ticket update information within the support team ・IT personnel who wish to manage Zendesk tickets more smoothly ・Executives looking to improve work efficiency through workflow automation
■Cautions ・Please integrate Zendesk and Microsoft Teams with Yoom. ・Zendesk is an application available only on Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the flow bot operations and data connect that are set will result in errors, so please be cautious. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. You can use restricted apps during the free trial. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be cautious. ・Microsoft365 (formerly Office365) has personal and general corporate plans (Microsoft365 Business). There may be authentication failures if you are not subscribed to the general corporate plan.
■Overview The workflow to analyze Zendesk ticket content with AI and send alerts to Microsoft Teams is ideal for those aiming to streamline support operations. It enables a rapid response environment for the entire team, leading to improved customer satisfaction.
■Who This Template is Recommended For - Teams using Zendesk for customer support - Those using Microsoft Teams daily and wishing to facilitate communication - Administrators seeking quick responses based on the importance of support tickets - Executives seeking to enhance team productivity through workflow automation - IT personnel looking to improve support quality using AI
■Notes - Please connect both Zendesk and Microsoft Teams with Yoom. - Microsoft365 (formerly Office365) offers both home and general business (Microsoft365 Business) plans; authentication may fail if you are not subscribed to the general business plan. - Zendesk is an app available only in Team Plan and Success Plan. If using the Free Plan or Mini Plan, operations or data connections set in the flow bot will result in an error, so please be careful. - Paid plans like the Team Plan or Success Plan offer a 2-week free trial. Restricted apps can be used during the free trial. - Triggers can be selected to activate at intervals of 5, 10, 15, 30, 60 minutes. - Please note the shortest activation interval varies by plan.
Let's Create a Flow to Integrate Zendesk and Microsoft Teams
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:
Integrate Zendesk and Microsoft Teams with My Apps
Copy the template
Set up triggers in Zendesk and actions in Microsoft Teams
Turn on the trigger and complete the preparation for flow operation
Notify Microsoft Teams when a ticket is updated in Zendesk.
■Overview The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that enhances the efficiency of customer support operations and promotes information sharing within the team. By utilizing Yoom's API integration, it automatically sends notifications to Microsoft Teams when a ticket is updated in Zendesk. This allows the entire support team to quickly grasp the latest situation, enabling prompt responses.
■Recommended for ・Customer support personnel who feel information sharing is cumbersome when using both Zendesk and Microsoft Teams ・Team leaders who want to share quick ticket update information within the support team ・IT personnel who wish to manage Zendesk tickets more smoothly ・Executives looking to improve work efficiency through workflow automation
■Cautions ・Please integrate Zendesk and Microsoft Teams with Yoom. ・Zendesk is an application available only on Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the flow bot operations and data connect that are set will result in errors, so please be cautious. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. You can use restricted apps during the free trial. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be cautious. ・Microsoft365 (formerly Office365) has personal and general corporate plans (Microsoft365 Business). There may be authentication failures if you are not subscribed to the general corporate plan.
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.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try it'.
Notify Microsoft Teams when a ticket is updated in Zendesk.
■Overview The flow "Notify Microsoft Teams when a ticket is updated in Zendesk" is a business workflow that enhances the efficiency of customer support operations and promotes information sharing within the team. By utilizing Yoom's API integration, it automatically sends notifications to Microsoft Teams when a ticket is updated in Zendesk. This allows the entire support team to quickly grasp the latest situation, enabling prompt responses.
■Recommended for ・Customer support personnel who feel information sharing is cumbersome when using both Zendesk and Microsoft Teams ・Team leaders who want to share quick ticket update information within the support team ・IT personnel who wish to manage Zendesk tickets more smoothly ・Executives looking to improve work efficiency through workflow automation
■Cautions ・Please integrate Zendesk and Microsoft Teams with Yoom. ・Zendesk is an application available only on Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the flow bot operations and data connect that are set will result in errors, so please be cautious. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. You can use restricted apps during the free trial. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval may vary depending on the plan, so please be cautious. ・Microsoft365 (formerly Office365) has personal and general corporate plans (Microsoft365 Business). There may be authentication failures if you are not subscribed to the general corporate plan.
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.
Step 3: Set Up Zendesk Trigger
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.
Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *Depending on your plan, the shortest interval you can set for a trigger may vary, so be sure to check that. It is generally recommended to use the shortest activation interval for your plan.
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!
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.
Team ID: Please set from the options.
Message: Set using the output as shown below. *Items selected from the output are displayed with a red frame. This indicates that the value is being referenced, allowing you to use the value obtained by the trigger as is. If you set fixed task content here, it will be notified every time the flow is activated, so be sure to select from the output.
Test this as well, and if successful, save your work. *Please note that testing will send a notification to Microsoft Teams.
Step 5: Turn ON the Trigger to Complete Setup
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".
If You Want to Integrate Microsoft Teams Data into 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.
Create a Ticket in Zendesk When a Message is Posted in a Microsoft Teams Channel
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.
Other Automation Examples Using APIs from Zendesk and Microsoft Teams
By leveraging the APIs of Zendesk and Slack, various automations can be achieved! How about considering the following automations?
Automation Examples Using Zendesk
It is possible to add tickets to Zendesk and integrate tickets added to Zendesk with other applications!
Create a ticket in Zendesk based on form information submitted through HubSpot.
■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.
■Overview Are you manually copying customer inquiry tickets received in Zendesk to Trello's task board? This work tends to cause human errors such as missed follow-ups and input mistakes, and can hinder prompt customer responses. By using this workflow, when a new ticket is created in Zendesk, a task (card) is automatically added to Trello, smoothly resolving these information handoff challenges.
■Recommended for ・Those who use Zendesk and Trello together and manually copy ticket details ・Team leaders who want to prevent missed or delayed responses to customer support inquiries ・Those who want to automate routine tasks across multiple tools and focus on core work
■Notes ・Please connect both Zendesk and Trello to Yoom. ・Zendesk is available only on the Team plan and Success plan. On the Free plan or Mini plan, configured Flowbot operations and Data Connect 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. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note.
■Overview Using the "Notify Microsoft Teams when a file is stored in OneDrive" workflow reduces workload. You can automatically notify file information, which shortens work time and leads to improved business efficiency.
■Recommended for ・Those who use OneDrive for file sharing and backup ・Those who want to respond quickly when a file is uploaded to OneDrive ・Those who want to quickly check files and connect to the next action ・Those who use Microsoft Teams as an internal communication tool ・Those who want to efficiently share information using Microsoft Teams ・Those who want to quickly grasp the file upload status via email notification
■Notes ・Please link both OneDrive and Microsoft Teams with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Flow to register events in Outlook's calendar based on Microsoft Teams posts" is a business workflow that centralizes communication and schedule management. By automatically reflecting important posts and meeting information from Microsoft Teams into the Outlook calendar, it reduces manual input tasks and allows for smooth schedule management. This can be expected to enhance the overall team efficiency.
■Recommended for ・Business users who use Microsoft Teams and Outlook regularly ・Team leaders or managers who spend time on manual schedule input ・IT staff of companies seeking to streamline communication and schedule management ・Those looking to automate business processes by integrating multiple SaaS applications
■Notes ・Please integrate with both Microsoft Teams and Outlook to Yoom. ・Trigger intervals can be selected at 5, 10, 15, 30, or 60-minute intervals. ・The shortest trigger interval varies depending on the plan, so please be careful. ・For Microsoft365 (formerly Office365), there are home plans and general corporate plans (Microsoft365 Business). If you are not subscribed to a general corporate plan, authentication might fail.
■Overview The workflow 'Update Notion records based on Microsoft Teams posts' reduces the burden of information updates. The time saved can be allocated to other tasks, leading to increased productivity.
■Recommended for ・Those who use Microsoft Teams for daily communication ・Those who use Notion for task and information management ・Those who want to share information quickly within the team ・Those who find manual update tasks cumbersome ・Those who need to quickly record and share specific information with everyone
■Notes ・Please integrate Yoom with both Microsoft Teams and Notion. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
