Create a ticket in Zendesk when a page is created in Confluence

■Overview

Do you manually transfer information such as meeting minutes and specifications created in Confluence to Zendesk tickets? While keeping this information in sync is important, manual work increases the risk of transcription errors and missed follow-ups. This workflow seamlessly connects Confluence and Zendesk, automating the process from page creation to ticket creation and helping eliminate these challenges.

■Who is this template for?

• Anyone who creates Zendesk tickets based on knowledge documented in Confluence
• Anyone who wants to streamline operations by reducing the effort required to share information between Zendesk and Confluence
• Anyone who wants to automate knowledge and task management processes to prevent oversights

■Benefits of using this template

• Tickets are automatically created in Zendesk when a page is created in Confluence, reducing the time previously spent on manual work.
• By eliminating manual data entry, this workflow reduces the risk of human error, such as missed ticket creation and incorrect information.

■Flow bot workflow

1. First, connect Zendesk and Confluence to Yoom.
2. Next, select Confluence as the trigger and set the action to “When a page is created.”
3. Then, set the Confluence “Get a page” action as an operation to retrieve detailed information about the created page.
4. Finally, set the Zendesk “Create a ticket” action as an operation to create a ticket based on the retrieved page information.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Customization options for this workflow

• In the Confluence trigger settings, specify the cloud ID you want to connect.
• When creating a ticket in Zendesk, you can freely configure each field, such as the subject and description, using information retrieved from Confluence, including the page title and URL.

■Notes

• Connect both Zendesk and Stripe to Yoom.
• 【Zendesk】is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and data connections configured in the flow bot 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.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.