Create a Zendesk ticket when a record is created in Airtable

■Overview

Do you use Airtable to manage customer information and tasks, but find it time-consuming to manually create tickets in Zendesk for customer support?
This workflow is designed to solve that challenge. When a new record is added to Airtable, it automatically creates a Zendesk ticket based on the record information. By automating the integration between Zendesk and Airtable, you can eliminate the effort of copying data and create an environment where you can focus on more important tasks.

‍

■Who This Template Is For

• Anyone using Airtable and Zendesk together who wants to eliminate duplicate data entry and manual transcription
• Anyone who wants to automate ticket creation in Zendesk based on information managed in Airtable and prevent missed responses
• Anyone looking to streamline repetitive daily tasks and improve the productivity of their entire customer support operation

‍

■Benefits of Using This Template

• Zendesk tickets are created automatically as soon as you add a record to Airtable, reducing the time previously spent on manual work
• Eliminating manual data entry helps prevent human errors such as input mistakes and missed sharing, ensuring accurate information transfer

‍

■Flowbot Steps

1. Select Airtable as the trigger and set the “When a record is added” action to define when the Flowbot starts
2. Next, select Zendesk as the operation and set the “Create a ticket” action
3. Finally, map the Airtable record information retrieved by the trigger to fields such as the subject and body of the ticket created in Zendesk

* “Trigger”: The action that starts the flow. “Operation”: The action performed within the flow after the trigger starts.

‍

■Customizing This Workflow

• In the Airtable trigger settings, specify the base ID and table ID or table name you want to connect. You can also freely configure the field information used to create tickets
• In the Zendesk operation settings, set the subdomain of the account used to create tickets according to your environment

‍

■Notes

• Connect both Airtable and Zendesk to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• 【Zendesk】is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects in configured Flowbots will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.