■Overview
This is a flow that adds a task to Zendesk when an application is submitted in Jobcan Expense Management & Workflow.
■Recommended for
1. Companies utilizing Jobcan Expense Management & Workflow in their operations
・Accounting personnel using it for processing submitted expenses
・Those who want to check the progress of applications and prevent omissions
2. Companies using Zendesk for task management
・Those who centrally manage customer information and share it with the team
■Benefits of using this template
Jobcan Expense Management & Workflow is an app that helps in understanding the status of tasks as it allows real-time confirmation of approval status.
Additionally, by using it together with Zendesk, you can associate customer information with tasks, enabling quicker resolutions.
However, manually entering information added to Jobcan Expense Management & Workflow into Zendesk takes away time from creative tasks.
This flow is suitable for those who want to secure more time for core tasks.
Since a task is automatically created in Zendesk when an application is submitted in Jobcan Expense Management & Workflow, it eliminates the need for manual entry.
By allocating the time spent on manual entry to other tasks, it leads to increased productivity for the entire team.
■Notes
・Please integrate both Jobcan Expense Management & Workflow and Zendesk with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured flow bots 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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