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

■Overview

Do you find it time-consuming to manually transfer content from documents created in Confluence to Zendesk tickets? This process can lead to missing information and delayed responses, making accurate and timely information sharing essential. With this workflow, you can automate Zendesk ticket creation whenever a specific page is created in Confluence, enabling smooth coordination between Zendesk and Confluence.

■Who Is This Template For?

• Customer support teams that manually transfer information from Confluence to Zendesk
• Teams looking to automate Zendesk and Confluence integration and improve productivity
• Development teams that want to streamline task management based on documents created in Confluence

■Benefits of Using This Template

• Zendesk tickets are automatically created when a page is created in Confluence, reducing the time previously spent manually transferring information
• Eliminating manual data entry reduces the risk of human errors, such as input mistakes and missed responses, while improving the accuracy of information sharing

■Workflow Steps

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, configure a branch in the operation so that subsequent steps run only when specific conditions are met
4. Next, set the Confluence “Get a page” action in the operation to retrieve detailed information about the created page
5. Finally, set the Zendesk “Create a ticket” action in the operation to create a ticket based on the information retrieved from Confluence

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

■Customization Options

• In the Confluence trigger settings, specify the cloud ID you want to monitor
• With the branching feature, you can freely customize the conditions for running the workflow based on Confluence page information retrieved by the trigger, such as the title and space
• When creating a Zendesk ticket, you can freely reference and set information retrieved from Confluence, such as the page title and URL, in fields like the subject and description

■Notes

• Connect Zendesk and Stripe to Yoom.
• 【Zendesk】is available only on the Team and Success plans. Please note that on the Free and Mini plans, the configured flow bot operations and Data Connect 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 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.
• Branching is an operation available on the Mini plan and above. Please note that on the Free plan, configured flow bot operations will result in errors.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.