■Overview
This is a flow to update the status of a Zendesk ticket when a task is completed in Wrike.
■Recommended for
1. Companies using Zendesk for customer support
・Those who manage tasks and track progress with tickets
・Those who centrally manage customer information
2. Those using Wrike for project management
・Those who visualize the entire project flow and strengthen team collaboration
・Those who manage tasks in a hierarchical structure
■Benefits of using this template
Zendesk is a tool that can streamline operations by centrally managing information related to customer support.
By linking tasks and information managed in Wrike, you can accelerate the speed of customer response.
However, manually reflecting tasks completed in Wrike to Zendesk each time is cumbersome and wastes valuable time.
By using this flow, task completion in Wrike is automatically reflected in Zendesk, eliminating manual work and reducing the time required for tasks.
Immediate reflection of task completion in Zendesk allows for quick information sharing with the team, leading to more efficient operations.
■Notes
・Please integrate Yoom with both Zendesk and Wrike.
・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.
・Branching is a feature (operation) available with the Mini Plan or higher.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
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