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

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■Overview

This flow adds a new ticket created in Zendesk to a Microsoft Excel database.

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■Recommended for

1. Customer support teams using Zendesk

・Those who want to reduce the effort of manually syncing ticket information between Zendesk and Microsoft Excel

・Those who want to always check the latest ticket information in Microsoft Excel

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2. Those who work based on Zendesk ticket information

・Those who want to import ticket information into Microsoft Excel for detailed analysis

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■Benefits of using this template

While Zendesk is a tool that streamlines customer support operations, manually transferring tickets to a Microsoft Excel database is burdensome for support staff and poses risks of errors and information leaks.

By implementing this flow, ticket information is automatically added to the Microsoft Excel database whenever a new ticket is created in Zendesk. This frees support staff from manual data entry, allowing them to focus on more important tasks such as customer support.

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■Notes

・Please connect both Zendesk and Microsoft Excel with Yoom.

・Zendesk is an app available only with 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 aware.

・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 normally restricted.

・Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.

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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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Zendesk

Templates using

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Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

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