This automation scenario allows you to connect Zendesk and AskNicely
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
Zendesk and AskNicely can also be integrated using automation tools other than zapier:
When this trigger fires in Zendesk
Triggers when a new ticket is added to a view.
Then these actions happen in AskNicely and Zendesk
Finds an existing user.
Add a new survey participant.
Triggers when a new ticket is added to a view.
This guide contains information on how to set up an automatic workflow that allows to Send AskNicely NPS surveys following new Zendesk tickets.
Part I
First, we need to connect Zendesk and AskNicely to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zendesk to Zapier.
Give Zapier access to your Zendesk account, using Zendesk credentials.
Connect AskNicely to Zapier.
Give Zapier access to your AskNicely account, using AskNicely 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 Zendesk
Choose the following trigger: New Ticket (Triggers when a new ticket is added to a view.).
Then set up an Action for Zendesk
Choose this action: Find a User (Finds an existing user.).
Then set up another Action for AskNicely
Choose this action: Add Survey Participant (Add a new survey participant.).
Then set up another Action for Zendesk
Choose this action: New Ticket in View (Triggers when a new ticket is added to a view.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zendesk and AskNicely.
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 Send AskNicely NPS surveys following new Zendesk tickets!
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)
Add a new survey participant.
Add a person to AskNicely.
Add contact
Get contact
Get responses
Send survey
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