When a task is registered in ClickUp, add it to Zendesk.

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■Overview

This is a flow that adds tasks registered in ClickUp to Zendesk.

■Recommended for

1. Those who utilize ClickUp in their work

・Those who register and manage tasks related to projects

・Those who check the progress of their work

2. Those who use Zendesk in their work

・Those who use it for centralized management of customer information

・Those who register tasks related to customers

■Benefits of using this template

ClickUp is a tool that can be used for managing tasks and information related to projects.
By also utilizing Zendesk, you can manage tasks related to customer information.
However, manually adding information to Zendesk every time a task is registered in ClickUp increases the risk of human error.

This flow is suitable for those who want to minimize the risk of human error in their work.
By using this flow, you can automatically register ClickUp task details in Zendesk, eliminating the need for manual entry.
By automating the registration using referenced information, you can avoid human error and improve work efficiency.

■Notes

・Please integrate ClickUp and Zendesk with Yoom.

・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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use
ClickUp
ClickUp
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Zendesk
Zendesk
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About the apps you use
ClickUp
Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.
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Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
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