Automatically Create Zendesk Tickets on a Monthly Basis Using Pabbly Connect

Learn how to automatically create Zendesk tickets on a monthly basis using Pabbly Connect. This detailed guide walks you through the integration process step-by-step. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automatically create Zendesk tickets on a monthly basis, you first need to access Pabbly Connect. Start by signing into your Pabbly account and navigating to the dashboard.

Once on the dashboard, look for the big blue button labeled ‘Create Workflow’. Click on this button to begin setting up your automation. This is where you will define the workflow that triggers the ticket creation in Zendesk.

2. Creating Your Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. For this tutorial, name it ‘Automatically Create Zendesk Tickets on Monthly Basis’. Click on ‘Create’ to proceed. using Pabbly Connect

Now, you will see two major modules: Trigger and Action. The Trigger module will define when this automation runs, and the Action module will specify what happens when the trigger occurs.

• Name your workflow appropriately.
• Select the Trigger as ‘Schedule’.
• Choose the Action as ‘Create Ticket in Zendesk’.

This setup will ensure that every month, on a specific date, a ticket will be created automatically in your Zendesk account.

3. Setting Up the Trigger for Monthly Automation

In the Trigger module, select ‘Schedule’ as your trigger type. This feature allows you to set the automation to run on a specific monthly date. You can configure the settings to run the workflow on the 5th of every month at a designated time. using Pabbly Connect

To set this up, choose the date and time in the settings. For instance, if you want the ticket to be created at 12 AM UTC, make sure to adjust according to your local time zone. Click ‘Save’ to finalize the trigger setup.

4. Connecting Zendesk to Pabbly Connect

Next, you need to choose Zendesk as the Action application. Click on ‘Choose Your Action Event’ and select ‘Create Ticket’. Now, you will need to connect your Zendesk account to Pabbly Connect. using Pabbly Connect

To connect, click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your Zendesk username, password, and subdomain. The subdomain is the part of your Zendesk URL between the Slash and ‘.zendesk.com’. Enter these details and click ‘Save’ to establish the connection.

5. Creating Ticket Details in Zendesk

Now that you have connected Zendesk, you will need to fill in the details required to create a ticket. This includes the subject, assignee, and requester information. For example, you might set the subject as ‘Create list of the absentees of last month’. using Pabbly Connect

Fill in the necessary fields like assignee, collaborators, and the description of the ticket. Make sure the requester name corresponds to an existing user in Zendesk. Once all details are filled in, click on ‘Save and Send Test Request’ to confirm the ticket creation.

After saving, check for a successful response indicating that the ticket has been created. You can refresh your Zendesk account to verify that the ticket appears as expected, confirming that the automation is set up correctly.

Conclusion

This guide demonstrated how to use Pabbly Connect to automatically create Zendesk tickets on a monthly basis. By following these steps, you can streamline your ticket management process and ensure timely reminders for your tasks.