Integrate Zendesk with Plaid
Appy Pie Connect allows you to automate multiple workflows between Zendesk and Plaid
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Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.
About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest ways to Integrate Zendesk + Plaid
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When this happens...
New Ticket
Then do this...
Create Spreadsheet Row
Turn Google Sheets into a database for your Zendesk support tickets with Appy Pie easy to use Connects. Our platform lets you integrate Zendesk with Google Sheets in minutes without any coding skills. Once you’ve set up this integration, whenever a new ticket is opened in Zendesk, we will automatically add it to the Google Sheets. This way you can keep a record of entire Zendesk ticket & track them for future reference.How This Integration Works- A new ticket is opened in Zendesk
- Appy Pie Connect adds the ticket information to a new row in Google Sheets
What You Need- A Zendesk account
- A Google account
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When this happens...
New Ticket
Then do this...
Create Lead
It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.How this Zendesk – Salesforce integration works:- A new ticket appears in a Zendesk view
- Appy Pie Connect creates new leads in Salesforce
What Is Needed For Integration- A Zendesk account
- A Salesforce Account
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When this happens...
New Ticket
Then do this...
Create Deal
Help your business grow by converting your helpdesk tickets into deals in your CRM application. Once this integration is active, whenever a new ticket is added on Zendesk, Appy Pie Connect will create a new deal on Pipedrive, giving you an opportunity to sell your products or services. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.How this Zendesk – Pipedrive integration works- A new ticket is created on Zendesk
- Appy Pie Connect creates a new deal on Pipedrive
What Is Needed For Integration- A Zendesk account
- A Pipedrive account
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When this happens...
New Ticket
Then do this...
Create Event
Both Office 365 and Zendesk are popular applications that help business owners get more done. When you sync both of these apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create new Office 365 events every time a new ticket is created on Zendesk. This integration helps you keep up with your schedule.How It Works- A new ticket is created on a Zendesk view
- Appy Pie Connect automatically creates an event in Office 365
What You Need- An Office 365 account
- A Zendesk account
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When this happens...
New Ticket
Then do this...
Send Channel Message
The Zendesk – Slack automation from Appy Pie Connect makes your customer support process more efficient. Once this connect is active, Appy Pie Connect will send a notification to your chosen slack channel whenever a new ticket is opened in Zendesk. This way you can notify your team of new tickets or get a private message about the support tickets that need a personal reply.How This Zendesk - Slack Integration Works- A new ticket is opened in Zendesk
- Appy Pie Connect sends a message to a chosen Slack channel with the ticket information
What You Need- A Zendesk account
- A Slack account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zendesk + Plaid without coding knowledge. Start creating your own business flow.
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New Group
Triggers every time a new group is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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Updated Ticket
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
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New ItemTriggers when a new item is created.
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
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Create payment recipient
Create a new payment recipient
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How Zendesk & Plaid Integrations Work
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Step 1: Choose Zendesk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
