How to integrate Zendesk with Trello to automatically add a task to Trello when a ticket is created in Zendesk

Speedy task management and customer response not only enhances operational efficiency but also contributes to increased trust from customers.
By implementing automation that adds tasks to Trello when a ticket is created in Zendesk, you can prevent manual errors and delays.
This will make it easier for administrators to track progress within the team and prioritize tasks.
This article will discuss the benefits of integrating Zendesk with Trello and how to set up automation.

Recommended for

Those who manually add inquiries from Zendesk customers as tasks in Trello
Those who want to centralize and visualize customer support and task management
Those aiming to improve team efficiency by quickly responding to customer inquiries

Benefits and Examples of Integrating Zendesk and Trello

Benefit 1: Centralized Task Management

When a ticket is registered in Zendesk, it can be automatically added to Trello as a task, allowing for centralized task management.
For example, when the customer team receives an inquiry from a customer, it is directly added to Trello as a task, making it easier for the development and sales teams to check the inquiry details.
This eliminates the need to manually add tasks, potentially improving work efficiency.
Additionally, it may prevent communication lapses between team members, facilitating smoother communication.

Benefit 2: Reducing the Burden on Administrators

It is essential for administrators to understand the progress of tasks and the status of each member's responses.
By automatically adding tickets registered in Zendesk as tasks in Trello, task progress can be visualized.
For example, even if there are multiple ongoing tasks, administrators can easily check deadlines by looking at Trello, making it easier to adjust priorities.
This allows for an understanding of the team's overall movements without having to launch either system.

Benefit 3: Speedy Customer Response

Automatically adding tasks to Trello enables speedy customer response.
For example, if an urgent inquiry is received from a customer, adding a task to Trello allows for prioritized response.
This automation makes it easier for the person in charge to grasp the situation, contributing to solving the customer's issues.
As a result, it may provide reassurance to customers and enhance the company's reliability.
This automation is especially recommended when quick response is required or when you want to prevent response delays.

Now, let's explain how to use the no-code tool Yoom to "add a task to Trello when a ticket is registered in Zendesk."

[What is Yoom]

How to Create a Zendesk and Trello Integration Flow

Automation can be achieved by receiving tickets registered in Zendesk via API and adding tasks using Trello's API.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

The integration flow is created through the following major processes.

Register Zendesk and Trello as My Apps
Copy the template
Set the Zendesk trigger that serves as the starting point of the flow and the subsequent Trello operation settings
Turn on the trigger button and check the integration operation between Zendesk and Trello

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register My Apps for Zendesk and Trello

Register My Apps to connect Zendesk and Trello to Yoom.
By registering My Apps in advance, you can smoothly set up automation.

First, register My Apps for Zendesk.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Zendesk in "Search by App Name" or find it from the list.

When the following screen appears, set the "Account Name" and "Email Address".
For instructions on registering My Apps for Zendesk, please check here.

Move to the Zendesk screen and obtain the API token by "Add API Token".
Return to the Yoom screen and set up the "API Token".

Next, proceed to register My Apps for Trello.
When the following screen appears, set the "Account Name" as desired.
Similarly, search for Trello from the list or in the search bar.
Check the method for registering My Apps from here.

Trello Admin Panel to check the "API Key" and "Token".
Return to the Yoom screen and set it up.

If Zendesk and Trello are displayed in My Apps, registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Please read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click the relevant section.
First, to set up Zendesk, click "When a new ticket is created".
When the following screen is displayed, check the settings.
*Zendesk is an app available on some paid plans.
Other plans will result in errors for the operations and data connections set in the flow bot, so 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.
"Title" → Can be changed
"Account information linked with Zendesk" → Check for accuracy
"Trigger action" → When a new ticket is created
When the following screen is displayed, set the "Trigger interval" and "Subdomain".
"Trigger interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes
*The trigger interval varies depending on the plan, so be careful.
"Subdomain" → Set as desired
Once the settings are complete, click "Test" → "Test successful" → "Save".
Next, to set up Trello, click "Create a new card".
When the following screen is displayed, check the settings.
"Title" → Can be changed
"Account information linked with Trello" → Check for accuracy
"Action" → Create a new card
Let's set the following required items while checking the description.
Scroll down and set the "Title".
Use the output from Zendesk to set the title.
The output is displayed by clicking the arrow within the red frame.
If there are other necessary items, set them and click "Test" → "Test successful" → "Save".
Finally, click "Turn on trigger" to complete the automation settings.
Check if the flow bot is operating correctly.
Here is the template used this time.

Other Examples of Automation Using Zendesk and Trello

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

1. This is a flow where a card registered in Trello is automatically added to Zendesk.
Contrary to the current flow, when a card is registered in Trello, a ticket can be automatically created in Zendesk, reducing the time spent on transcription tasks.
Task management can be centralized, reducing the need to move between systems.

2. This is a flow that automatically updates the Zendesk ticket status when a task is completed in Trello.
‍ By automatically updating the task status, it becomes easier to keep track of completed tasks.
Manual updates are no longer necessary, preventing any missed updates.

3. This is a flow that automatically notifies Microsoft Teams when a new card is created in Trello.
‍Notifications about Trello card additions will be sent to Microsoft Teams, so you won't have to worry about missing them.
This is recommended for those who want to share Trello card addition information with members using Microsoft Teams.

Summary

The automation of reflecting inquiries registered in Zendesk as tasks in Trello prevents task delays and omissions.
Centralizing task management reduces the workload on the person in charge and is expected to mitigate the risk of registering incorrect task information.
Additionally, administrators can easily grasp the progress and monitor the overall movement of the team.

By utilizing Yoom for automation, an improvement in the speed of customer response can be expected.