Automate Zendesk Ticket Creation Every Week with Pabbly Connect

Learn how to automate the creation of a new Zendesk ticket weekly using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Zendesk Automation

To start automating the creation of a new Zendesk ticket every week, you first need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard. This platform is essential for setting up automated workflows between your applications.

Once logged in, locate the big blue button labeled ‘Create Workflow’ on the right side. Click on it to initiate your automation process. Name your workflow appropriately; for instance, you can name it ‘Create a Zendesk Ticket Automatically Every Week’ to reflect its purpose.

2. Setting Up the Trigger in Pabbly Connect

After naming your workflow, you will be prompted to set up a trigger. In this case, the trigger will be a scheduled event managed by Pabbly Connect. Select the option for ‘Scheduled’ to specify how often you want the workflow to run.

• Choose the frequency: weekly.
• Select the day of the week (e.g., Saturday).
• Set the time for the trigger (e.g., 12:00 PM UTC).

After configuring these settings, click on ‘Save’. This setup ensures that every Saturday at the specified time, Pabbly Connect will trigger the creation of a new Zendesk ticket.

3. Configuring the Action to Create a Zendesk Ticket

Now that the trigger is set up, it’s time to configure the action that will occur when the trigger fires. Select Zendesk as your action application within Pabbly Connect. The action event will be to create a ticket.

To connect Zendesk with Pabbly Connect, you will need to provide your Zendesk account credentials, including your username, password, and subdomain. The subdomain is found in your Zendesk URL, which is the part after the slash and before ‘zendesk.com’.

4. Filling in Ticket Details for Automation

Once the connection is established, you’ll need to fill in the required details to create a new ticket. This includes the subject, requester name, and other necessary fields. For example, set the subject as ‘Weekend Task’ and specify the requester’s email from your existing Zendesk customers. using Pabbly Connect

• Subject: Weekend Task
• Requester Name: Team Lead
• Description: Complete details of the task.

After entering all the relevant information, click on ‘Save’ to finalize the ticket creation process. This ensures that every week, a new ticket is generated automatically, maintaining consistent task reminders.

5. Verifying the New Zendesk Ticket Creation

To confirm that your setup works, go back to your Zendesk account and check the tickets under the views section. You should see the newly created ticket with the details you specified. For example, the ticket titled ‘Weekend Task’ should appear with the appropriate description and requester information.

This verification step is vital to ensure that the automation via Pabbly Connect is functioning correctly. Every Saturday, a new ticket will be generated, reminding you of the tasks to be completed during the week.

Conclusion

By following these steps, you can successfully automate the creation of new Zendesk tickets every week using Pabbly Connect. This integration not only saves time but also ensures that important tasks are consistently tracked and managed effectively.