An automated workflow using zapier
Connects Zendesk + monday.com
Create items in Monday from new ZenDesk tickets
About this workflow template
This automation scenario allows you to connect Zendesk and monday.com
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.
Categories
Zendesk and monday.com can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zendesk
New Ticket in Zendesk
Triggers when a new ticket is added to a view.
Then these actions happen in Zendesk and Zendesk
Create Item in monday.com
Create a new Item in a board
New Ticket in View in Zendesk
Triggers when a new ticket is added to a view.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create items in Monday from new ZenDesk tickets.
Part I
Configure Applications
First, we need to connect Zendesk and monday.com 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 monday.com to Zapier.
Give Zapier access to your monday.com account, using monday.com 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 Zendesk
Choose the following trigger: New Ticket (Triggers when a new ticket is added to a view.).
Then set up an Action for monday.com
Choose this action: Create Item (Create a new Item in a board).
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
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zendesk and monday.com.
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 items in Monday from new ZenDesk tickets!
Related Automation Templates
Supported triggers and actions
New ticket
Triggers when a new ticket is added to a view.
triggerbyzapierautomateiopabbly-connectalbatoNew ticket in view
Triggers when a new ticket is added to a view.
triggerbyzapierNew user
Triggers when a new user is created.
triggerbyzapieralbatoNew ticket (instant)
New ticket (instant)
triggerbypipedreamTicket closed (instant)
Ticket closed (instant)
triggerbypipedreamTicket pending (instant)
Ticket pending (instant)
triggerbypipedream
Create item
Create a new Item in a board
actionbyzapierintegratelypabbly-connectpipedreamalbatoChange multiple columns value
Change multiple column values of an item
actionbyzapierCreate board
Creates a new board
actionbyzapierintegratelypabbly-connectpipedreamalbatoUpdate item name
Update an item's name
actionbyzapierintegratelypipedreamCreate group
Creates a new group in a board
actionbyzapierintegratelypabbly-connectpipedreamalbatoCreate update
Create a new update.
actionbyzapierintegratelypabbly-connect
Apps you need
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
