How to Create Holded Task from Zendesk Ticket Using Pabbly Connect

Learn how to automate task creation in Holded from Zendesk tickets using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Holded task from a Zendesk ticket, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering the URL in your browser.

Once there, you will see options to sign in or sign up. If you already have an account, click on the sign-in option. New users can create an account in just two minutes, which will also grant them 100 free tasks monthly to explore the automation features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to initiate a new automation process. You will be prompted to name your workflow.

• Enter a name for your workflow, such as ‘Create Holded Task from Zendesk Ticket’.
• Select the appropriate folder for saving your workflow.
• Click ‘Create’ to proceed.

Once you create the workflow, two windows will appear: one for the trigger and another for the action. In this integration, the trigger will be Zendesk, and the action will be Holded, which Pabbly Connect facilitates seamlessly.

3. Setting Up Trigger in Zendesk

In the trigger section, select Zendesk as your application. Then, choose the trigger event as ‘New Ticket’. This event will initiate the automation whenever a new ticket is created in Zendesk.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for transferring data from Zendesk to Pabbly Connect. Copy this URL and head over to your Zendesk account to set up the webhook.

• Navigate to the ‘Apps and Integrations’ section in Zendesk.
• Select ‘Webhook’ and click on ‘Create Webhook’.
• Paste the copied URL into the endpoint URL field and configure the request method as POST.

Once the webhook is created, you will test it to ensure the connection between Zendesk and Pabbly Connect is successful. This step is crucial for the automation to work correctly.

4. Setting Up Action in Holded

After successfully setting up the trigger, the next step is to configure the action in Holded. In the action section of Pabbly Connect, select Holded as your action application and choose the action event as ‘Create Task’.

To connect Holded with Pabbly Connect, you will need to enter your API key. You can obtain this by logging into your Holded account and navigating to the API key section. Once you have your API key, paste it into Pabbly Connect to establish the connection.

Select the project in which you want to create the task. Map the list ID for the task you want to create. Set the task name using the ticket title from Zendesk.

After entering all the necessary details, you can click on ‘Save and Send Test Request’ to verify if the task is created successfully in Holded. This finalizes the connection between Zendesk and Holded through Pabbly Connect.

5. Testing the Integration

To test the integration, create a new ticket in Zendesk. Fill in the required fields, such as requester email, ticket type, priority, subject, and description. Once you submit the ticket, Pabbly Connect will capture the ticket details.

After submitting, return to Pabbly Connect and check the responses. You should see the ticket details, confirming that the integration is working. The task should now appear in Holded with the same title as the ticket.

This process demonstrates how Pabbly Connect automates the task creation in Holded whenever a new ticket is created in Zendesk. This integration streamlines the workflow for managing customer support tasks efficiently.

Conclusion

In this tutorial, we explored how to create a Holded task from a Zendesk ticket using Pabbly Connect. By following these steps, you can automate task management efficiently, ensuring your team stays organized and responsive to customer inquiries.