Use Cases
- Automatically assign incoming support tickets to specific agents based on predefined criteria.
- Send ticket details to a CRM for better tracking and management of customer interactions.
- Reduce manual data entry by automating the flow of information between Zendesk and the CRM.
How It Works
Triggers the workflow upon receiving a new ticket in Zendesk. Fetches ticket data from Zendesk using an HTTP GET request. Sends the fetched ticket data to the CRM using an HTTP POST request. Handles errors by sending notifications to a designated Slack channel.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook URL in Zendesk to trigger the workflow.
- 3Set up authentication for the HTTP requests to Zendesk and the CRM.
- 4Test the workflow by creating a new ticket in Zendesk.
Apps Used
Zendesk
Slack
Categories
Target Roles
Tags
#process automation
#workflow management
#slack automation