Cliengo
Zendesk
zapier

An automated workflow using zapier

Connects Cliengo + Zendesk

Add new Cliengo customers as new Zendesk users

About this workflow template

This automation scenario allows you to connect Cliengo and Zendesk

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Cliengo and Zendesk can also be integrated using automation tools other than zapier:

Diagram

Add new Cliengo customers as new Zendesk users
Workflow diagram: Cliengo + Zendesk integration

How it works?

When this trigger fires in Cliengo

Cliengo

Nuevo Cliente - New Customer in Cliengo

Se activa cuando un cliente es creado - Triggers when a new customer is created.

Then this action happens in Zendesk

Zendesk

Create User in Zendesk

Create a new user.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Cliengo customers as new Zendesk users.

Part I

Configure Applications

First, we need to connect Cliengo and Zendesk to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Cliengo to Zapier.

    Connect Cliengo to Zapier.

    Give Zapier access to your Cliengo account, using Cliengo credentials.

  • Connect Zendesk to Zapier.

    Connect Zendesk to Zapier.

    Give Zapier access to your Zendesk account, using Zendesk credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Cliengo

    Set up a Trigger action for Cliengo

    Choose the following trigger: Nuevo Cliente - New Customer (Se activa cuando un cliente es creado - Triggers when a new customer is created.).

  • Then set up an Action for Zendesk

    Then set up an Action for Zendesk

    Choose this action: Create User (Create a new user.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Cliengo and Zendesk.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Cliengo customers as new Zendesk users!

Supported triggers and actions

  • Zendesk

    New ticket

    Triggers when a new ticket is added to a view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Zendesk

    New ticket in view

    Triggers when a new ticket is added to a view.

    zapier
    triggerbyzapier
  • Zendesk

    New user

    Triggers when a new user is created.

    zapieralbato
    triggerbyzapieralbato
  • Zendesk

    New ticket (instant)

    New ticket (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket closed (instant)

    Ticket closed (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket pending (instant)

    Ticket pending (instant)

    pipedream
    triggerbypipedream
  • Cliengo

    Crear cliente / create customer

    Crear un nuevo contacto / Creates a new customer.

    zapier
    actionbyzapier
  • Cliengo

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • Cliengo

    Update a contact

    Updates a specified contact.

    integromat
    actionbyintegromat
  • Cliengo

    Actualizar cliente / update customer

    Actualizar un contacto existente / Update an existing customer

    zapier
    actionbyzapier
  • Cliengo

    Buscar contacto / search customer

    Busca un contacto / Search a customer

    zapier
    actionbyzapier
  • Cliengo

    Delete a contact

    Deletes a specified contact.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

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