When a ticket is created in Zendesk, add it to Asana.

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■Overview

This is a flow that adds a ticket to Asana when a new ticket is created in Zendesk.

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■Recommended for

1. Customer support teams using Zendesk

・Those who want to manage inquiries and issues from customers in Zendesk and track their status as tasks in Asana

・Those who want to improve work efficiency by eliminating the manual task of transferring Zendesk tickets to Asana

・Those who want to strengthen information integration between Zendesk and Asana to streamline customer support and task management

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2. Project teams using Asana

・Those who want to manage customer issues and requests that arise in Zendesk as tasks in Asana and visualize their status

・Those who want to quickly respond by understanding information from the customer support team in real-time

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■Benefits of using this template

While Zendesk is a tool to streamline customer support operations, manually transferring tickets to Asana can be burdensome for support staff and poses risks of errors and information leaks.

By implementing this flow, when a new ticket is created in Zendesk, a task is automatically created in Asana, allowing support staff and development teams to efficiently share the latest information and respond quickly without switching between Zendesk and Asana.

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■Notes

・Please integrate both Zendesk and Asana with Yoom.

・Zendesk is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use

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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