Zendesk

Node Type

Description

Award Winning Customer Service Software, trusted by 200,000+ customers. Make your customers happy via text, mobile, phone, email, live chat, social media.

When to Use

The Zendesk action nodes can be utilised to automated the management of any support tickets from a given workflow. Meanwhile, the triggers can be used to initiate an automation flow from a Zendesk activity where it will trigger a workflow containing a series of Zendesk or other WhenThen Connection nodes.

How to Use

Triggers allow an action from within Zendesk to begin an automation:

  • New Ticket: This trigger will create a new ticket.
  • Updated Ticket: This will trigger an automation when an existing ticket in the Zendesk CRM is updated.
  • Change Ticket Status: This will trigger the automation flow when the status of an existing ticket is changed (including open, pending, resolved.)
  • Reply By Agent: This will trigger an automation based on an agent within the Zendesk system replying to a user.
  • Reply By User: This will trigger a workflow when a user replies to your team on an outstanding ticket.
  • Ticket Resolved: This will trigger an automation workflow when a ticket is marked as resolved.

Actions executed during an automation will perform a specific task within your Zendesk account:

  • Create Ticket: This action will create a new ticket in your Zendesk account.
  • Create User: This action will create a new user.
  • Add Comment: This action will add a comment to a specific ticket.
  • Change Status: This action will change the status of a ticket based on specific outcomes.
  • Find User: This action searches for an existing user based on properties provided by the workflow.
  • Find Ticket: This action searches for an existing ticket based on properties provided by the workflow.
  • Add Tag: This action will add a tag to a ticket with a specific ticket id.

Example Use Cases