This automation scenario allows you to connect RingCentral 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
RingCentral and Zendesk can also be integrated using automation tools other than zapier:
When this trigger fires in RingCentral
Triggers when there is a new SMS sent or received.
Then these actions happen in RingCentral and RingCentral
Create a new ticket.
Triggers when there is a new SMS/MMS received.
This guide contains information on how to set up an automatic workflow that allows to Create Zendesk tickets from new RingCentral SMS messages.
Part I
First, we need to connect RingCentral and Zendesk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect RingCentral to Zapier.
Give Zapier access to your RingCentral account, using RingCentral 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 RingCentral
Choose the following trigger: New SMS (Deprecated) (Triggers when there is a new SMS sent or received.).
Then set up an Action for Zendesk
Choose this action: Create Ticket (Create a new ticket.).
Then set up another Action for RingCentral
Choose this action: New SMS/MMS Received (Triggers when there is a new SMS/MMS received.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between RingCentral 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 Zendesk tickets from new RingCentral SMS messages!
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)
Sends a SMS/MMS message.
Sends an SMS
Create meeting
Make callout
Sends SMS.
Starts a 2-legged RingOutCall based on specified from and to numbers.
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