How to Create a Zendesk User on Paperform Submission Using Pabbly Connect

Learn how to create a Zendesk user automatically with Paperform submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Integration

To create a Zendesk user on Paperform submission, we will use Pabbly Connect as the integration platform. Start by opening your web browser and navigating to the Pabbly Connect website.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process is quick and allows you to access 100 free tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Zendesk User on Paperform Submission’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will see two main boxes: Trigger and Action.
• Set up your trigger first, which will be Paperform.

In this step, you will select the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new submission is made through your Paperform.

3. Connecting Paperform to Pabbly Connect

To connect Paperform with Pabbly Connect, you need to obtain the webhook URL provided by Pabbly Connect. This URL acts as a bridge between the two applications.

Copy the webhook URL and head to your Paperform account. Edit the form you want to connect, navigate to the ‘After Submission’ settings, and select ‘Integrations’ followed by ‘Webhooks’.

• Click on ‘Add Webhook’.
• Paste the copied webhook URL into the designated field.
• Select ‘New Submission’ as the trigger and click ‘Create’.

This setup ensures that every new form submission in Paperform triggers a response back to Pabbly Connect, allowing for seamless integration with Zendesk.

4. Setting Up Zendesk as an Action in Pabbly Connect

After establishing the connection with Paperform, the next step is to set up Zendesk as the action application in Pabbly Connect. Search for Zendesk in the action application options and select it.

Choose the action event as ‘Create User’. You will need to connect your Zendesk account by entering your Zendesk username, API token, and subdomain.

Your Zendesk username should be formatted as ‘username/token’. To find your subdomain, check the URL of your Zendesk account. Generate an API token in Zendesk settings under the API section.

Once you have entered all necessary details, click ‘Save’ to establish the connection between Pabbly Connect and Zendesk.

5. Mapping Data for User Creation in Zendesk

With the connection established, you can now map the data from the Paperform submission to create a new user in Zendesk using Pabbly Connect. Use the data received from the previous Paperform step to fill in the necessary fields for the new user.

Map the first name, last name, email, and phone number from the Paperform submission response. This ensures that every new user created in Zendesk will have the correct information from the form submission.

Select the role for the new user, typically ‘End User’. Choose the organization if applicable. Click on ‘Save and Send Test’ to verify the setup.

After testing, you should see a positive response indicating that a new user has been successfully created in Zendesk. This automation streamlines your customer support process by ensuring that every new Paperform submission results in a new Zendesk user without manual effort.

Conclusion

In this tutorial, we demonstrated how to create a Zendesk user automatically on Paperform submission using Pabbly Connect. By following these steps, you can enhance your customer support process efficiently and effectively.