Create a ticket in Zendesk when a specific email is received in Gmail
Gmail Zendesk

Create a ticket in Zendesk when a specific email is received in Gmail

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■Overview

This flow creates a ticket in Zendesk when a specific email is received in Gmail.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

■Recommended for

1. Those who use Gmail for business

・Those who spend a lot of human resources on checking and sorting emails

・Those who experience missed or delayed email responses and want to improve customer satisfaction


2. Those who use Zendesk for sales or customer support

・Those who want to quickly manage customer inquiries as sales opportunities

・Those aiming to build an efficient customer support system

■Benefits of using this template

With this flow, when an email with a specific label is received in Gmail, a ticket is automatically created in Zendesk.

Automatic processing based on conditions allows you to smoothly proceed with sales activities and inquiry responses on Zendesk without frequently checking emails.

■Notes

・Please connect both Gmail and Zendesk with Yoom.

・Zendesk is an app available only on 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 subject to restrictions.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use
Gmail
Gmail
Templates using

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This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Zendesk
Zendesk
Templates using

Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.‍

This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.

This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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.
see details
Templates

Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.‍

This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.

This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When a new ticket is created
    When a ticket is updated
    When a user is created
    When an organization is created
    When a comment is added to a ticket
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Retrieve List of Open Ticket IDs
    Create Ticket
    Retrieve Ticket Information
    Update Ticket Status
    Retrieve List of Agents
    Create Ticket (Specify Requester)
    Upload File
    Attach File to Ticket Comment
    Retrieve User Information
    Add Comment to Existing Ticket
    Search Tickets (Subject Partial Match)
    Create user
    Search Pending Tickets
    Update and Add User Information
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a new ticket is created
    When a ticket is updated
    When a user is created
    When an organization is created
    When a comment is added to a ticket
Flowbot operations
    Retrieve List of Open Ticket IDs
    Create Ticket
    Retrieve Ticket Information
    Update Ticket Status
    Retrieve List of Agents
    Create Ticket (Specify Requester)
    Upload File
    Attach File to Ticket Comment
    Retrieve User Information
    Add Comment to Existing Ticket
    Search Tickets (Subject Partial Match)
    Create user
    Search Pending Tickets
    Update and Add User Information
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