Create a ticket in Zendesk when a new task is created in Clockify

■Overview

Do you manually create Zendesk tickets every time for tasks managed in Clockify? While this process is simple, it can be time-consuming and lead to input errors or missed follow-ups.
With this workflow, a Zendesk ticket is automatically created whenever a new task is added in Clockify. This streamlines the connection between Clockify and Zendesk, helping you manage tasks and respond to customers more efficiently.

■Who Is This Template For?

• Teams using Clockify and Zendesk who find it cumbersome to keep tasks and tickets in sync
• Managers who want to eliminate manual data entry and improve customer response times
• Teams looking to connect Clockify and Zendesk to build a more seamless workflow

■Benefits of This Template

• Automatically create a Zendesk ticket when a task is added to Clockify, reducing the time spent on manual work
• Eliminate manual data entry to prevent human errors such as incorrect information and missed ticket creation, helping improve response quality

■Workflow Steps

1. First, connect Clockify and Zendesk to Yoom
2. Next, select Clockify as the trigger and set the action to “When a new task is created”
3. Finally, set the Zendesk “Create a ticket” action as the operation so that a ticket is created based on the information retrieved from Clockify

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs

■Customizable Points in This Workflow

• In the Clockify trigger settings, specify the Workspace ID you want to include in the automation
• When creating a ticket in Zendesk, freely configure each field, such as the ticket subject and description, using task names, assignee information, and other details retrieved from Clockify

■Notes

• Connect both Clockify and Zendesk to Yoom.
• 【Zendesk】is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and Data Connects configured in workflows using this app 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 otherwise subject to plan restrictions.