How to Send WhatsApp Messages for New Zoho Desk Tickets Raised Post Office Hours Using Pabbly Connect

Learn how to send WhatsApp messages for new Zoho Desk tickets raised post office hours using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Desk and WhatsApp Integration

To send WhatsApp messages for new Zoho Desk tickets raised post office hours, we will use Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, you will see a dashboard where you can access various applications.

Click on the ‘+ Create Workflow’ button. Name your workflow something like ‘Get WhatsApp Notifications for Tickets Raised in Zoho Desk’ and click on ‘Create’. This action will generate a blank workflow with two sections: Trigger and Action.

2. Configuring the Zoho Desk Trigger in Pabbly Connect

In this step, we will set up Zoho Desk as the trigger application in Pabbly Connect. Select Zoho Desk as your trigger application and choose the event as ‘Webhook’. This allows Pabbly Connect to listen for new tickets created in Zoho Desk.

• Ensure you have your Zoho Desk open in a separate tab to facilitate account connection.
• Enter your Zoho Desk domain, typically formatted as ‘desk.yourdomain.com’.
• Click on ‘Save and Send Test Request’ to confirm the connection.

After saving, go back to Zoho Desk and create a new ticket. Fill in the necessary details and submit it. Once the ticket is created, Pabbly Connect will receive a response containing ticket details, which confirms the trigger has been set up correctly.

3. Adding Filters to Manage Ticket Types

Next, we will implement a filter in Pabbly Connect to ensure that WhatsApp messages are sent only for specific ticket types. This is crucial as it prevents unnecessary notifications for events other than ticket creation.

• Add a filter that checks if the event type is equal to ‘Ticket Add’.
• If the condition is true, the workflow will proceed to the next action step.

This filtering process ensures that only relevant notifications are sent to WhatsApp, thereby enhancing the efficiency of your ticket management system.

4. Setting Up WhatsApp Action in Pabbly Connect

The final step involves setting up the WhatsApp action using Pabbly Connect. Choose the ‘Interact’ application for sending WhatsApp messages. Select the event as ‘Send WhatsApp Template Messages’. This integration allows you to send formatted messages based on the details of the ticket.

Connect your Interact account by entering the secret key from your Interact developer settings. Once connected, you will need to specify the recipient’s phone number, template name, and any required variables for the message.

Conclusion

By following these steps using Pabbly Connect, you can successfully send WhatsApp messages for new Zoho Desk tickets raised post office hours. This automation not only streamlines your communication but also ensures that your team is promptly notified of new tickets.