Create a ticket in Zendesk when a file is uploaded to Dropbox.
Launch this workflow to connect
Dropbox &
Zendesk
!
■Overview
Do you find it time-consuming to review and link related files stored in Dropbox during Zendesk support?
Manual checks and ticket creation can delay responses and introduce human error.
With this workflow, when specific files are uploaded to Dropbox, Zendesk tickets are created automatically—removing friction around file management and streamlining your operations.
Manual checks and ticket creation can delay responses and introduce human error.
With this workflow, when specific files are uploaded to Dropbox, Zendesk tickets are created automatically—removing friction around file management and streamlining your operations.
■Who should use this template
- Teams using Zendesk and Dropbox who face challenges connecting file management with customer support
- Agents who want to automate manual ticket creation and accelerate first response
- Teams aiming to streamline inquiry handling triggered by file uploads
■Benefits
- Automatically creates a Zendesk ticket when a file is uploaded to Dropbox, reducing time spent on manual ticket creation and checks.
- Automation after upload helps prevent human errors such as missed tickets and copy-paste mistakes.
■Flowbot flow
- First, connect Dropbox and Zendesk to Yoom.
- Next, in the trigger, select Dropbox and set the action “When a file is created or updated in a specific folder.”
- Finally, in the operation, set Zendesk’s “Create ticket” action and enter the required information to create the ticket.
※Note: “trigger”: the action that starts the flow; “operation”: the action that runs within the flow after the trigger fires
■Customization tips for this workflow
- In the Dropbox trigger settings, choose which folder’s files to monitor by specifying any folder path and filename.
- In the Zendesk ticket-creation operation, add fixed text to the subject and description, or embed values from the trigger such as the filename.
■Notes
- Connect Yoom to both Dropbox and Zendesk.
- Zendesk is available on the Mini plan and above. On the Free or Personal plan, Flowbot operations and Data Connect will result in errors—please be aware.
- Paid plans such as Personal, Mini, Team, and Success include a 14-day free trial. During the trial, you can use apps that are otherwise restricted. For details, see the Pricing plans page.
- You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
- The minimum interval varies by plan.
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About the apps you use
Dropbox
Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.
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Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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