Create a ticket in Zendesk when a record matching specific conditions is created in Airtable

■Overview

Do you use Airtable and Zendesk together to manage customer inquiries and tasks, but find it time-consuming to manually transfer information from Airtable to Zendesk—and worry about input errors? This workflow automatically creates a Zendesk ticket when a specific record is created in Airtable, eliminating inefficient manual data transfers and helping your team respond faster.

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■Who This Template Is For

• Anyone who manually creates Zendesk tickets from tasks or other information managed in Airtable
• Anyone who wants to automate data transfers between Zendesk and Airtable to streamline daily operations
• Managers who want to easily connect both tools via API and build a faster customer support process

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■Benefits of This Template

• Automatically create a Zendesk ticket when a record is added to Airtable, reducing the time spent on manual data entry.
• Eliminate manual copy-and-paste work to prevent human errors such as data transfer mistakes and missed responses, enabling more accurate ticket management.

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■Flowbot Steps

1. First, connect Zendesk and Airtable to Yoom.
2. Next, select Airtable as the trigger, set the action to “When a record is added,” and specify the target base and table.
3. Next, configure a branch in the operation settings so that the workflow proceeds only when specific conditions are met.
4. Next, select Zendesk in the operation settings, set the action to “Create a ticket,” and map the information retrieved from Airtable to the ticket subject and body.
5. Finally, configure Airtable’s “Update a record” action in the operation settings to update the status or other information of the record after the ticket is created.

※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts.

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■Customization Options

• In the Airtable trigger and operation settings, configure the base ID, table ID or name, and field information used to create tickets according to your environment.
• You can set any conditions for creating tickets using the branching feature. For example, you can configure the workflow to proceed only when “Urgent” is entered in a specific Airtable field.
• In the Zendesk action settings, configure the subdomain of your Zendesk account.

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■Important 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, configured Flowbot operations and Data Connects will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured Flowbot operations will result in errors.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.