An automated workflow using automateio
Connects Zendesk + Slack
Get Slack notifications for new tickets in Zendesk
About this workflow template
This automation scenario allows you to connect Zendesk and Slack
It can be build using Automateio, a no-code workflow automation tool. Automateio 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.
Zendesk and Slack can also be integrated using automation tools other than automateio:
Diagram
How it works?
When this trigger fires in Zendesk
New Ticket in Zendesk
Triggers when a new Ticket is created.
Then this action happens in Slack
Send a Direct Message in Slack
Send a message to specified User as Slackbot
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get Slack notifications for new tickets in Zendesk.
Part I
Configure Applications
First, we need to connect Zendesk and Slack to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Zendesk to Automateio.
Give Automateio access to your Zendesk account, using Zendesk credentials.
Connect Slack to Automateio.
Give Automateio access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for Zendesk
Choose the following trigger: New Ticket (Triggers when a new Ticket is created.).
Then set up an Action for Slack
Choose this action: Send a Direct Message (Send a message to specified User as Slackbot).
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 Slack.
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 Get Slack notifications for new tickets in Zendesk!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create ticket
Create a new ticket.
actionbyzapierintegratelypabbly-connectpipedreamCreate user
Create a new user.
actionbyzapierintegratelypabbly-connectUpdate user
Update an existing user.
actionbyzapierintegratelypabbly-connectUpdate ticket
Update an existing ticket status or add comments.
actionbyzapierintegratelypabbly-connectpipedreamCreate a ticket
Creates a ticket.
actionbyintegromatAdd tag(s) to ticket
Add one or more tags to an existing ticket.
actionbyzapierpabbly-connect
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Automateio
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.
