An automated workflow using zapier
Connects Zoho Desk + Slack
Send a direct message on Slack about new Zoho Desk tickets
About this workflow template
This automation scenario allows you to connect Zoho Desk and Slack
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
Zoho Desk and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho Desk
New Ticket in Zoho Desk
Triggers when a new ticket is created.
Then this action happens in Slack
Send Direct Message in Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send a direct message on Slack about new Zoho Desk tickets.
Part I
Configure Applications
First, we need to connect Zoho Desk and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Desk to Zapier.
Give Zapier access to your Zoho Desk account, using Zoho Desk credentials.
Connect Slack to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Zoho Desk
Choose the following trigger: New Ticket (Triggers when a new ticket is created.).
Then set up an Action for Slack
Choose this action: Send Direct Message (Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.).
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 Zoho Desk 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 Send a direct message on Slack about new Zoho Desk tickets!
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
Creates a new ticket for customer requests.
actionbyzapierintegratelyCreate contact
Creates a new contact.
actionbyzapierintegratelypabbly-connectCreate account
Creates a new account.
actionbyzapierintegratelypabbly-connectCreate an object
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
actionbyintegromatAdd comment
Add a comment to a ticket.
actionbyzapierintegratelypabbly-connectAdd attachment
Add an attachment to a ticket.
actionbyzapierintegrately
Apps you need
Zoho Desk is the industry's favorite context-aware customer service software, designed to help you streamline customer care and foster happy customers across various channels.
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.
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.
