This automation scenario allows you to connect Olark and Zendesk
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Categories
Olark and Zendesk can also be integrated using automation tools other than zapier:
When this trigger fires in Olark
Triggers once for each message when we get a transcript.
Then this action happens in Zendesk
Create a new ticket.
This guide contains information on how to set up an automatic workflow that allows to Create tickets on Zendesk for new messages on Olark.
Part I
First, we need to connect Olark and Zendesk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Olark to Zapier.
Give Zapier access to your Olark account, using Olark credentials.
Connect Zendesk to Zapier.
Give Zapier access to your Zendesk account, using Zendesk credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Olark
Choose the following trigger: New Message (Triggers once for each message when we get a transcript.).
Then set up an Action for Zendesk
Choose this action: Create Ticket (Create a new ticket.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Olark and Zendesk.
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 Create tickets on Zendesk for new messages on Olark!
Triggers when a new ticket is added to a view.
Triggers when a new ticket is added to a view.
Triggers when a new user is created.
New ticket (instant)
Ticket closed (instant)
Ticket pending (instant)
Triggers once when we get a new transcript.
Triggers once for each message when we get a transcript.
Setup a webhook in Olark - see https://www.olark.com/help/webhooks
Transcript is received
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