Learn how to create a Zoho Desk ticket for ThriveCart purchases using Pabbly Connect. Follow this 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. Accessing Pabbly Connect for Integration
To create a Zoho Desk ticket for ThriveCart purchases, you first need to access Pabbly Connect. This powerful integration platform allows you to automate tasks between different applications.
Start by visiting the Pabbly Connect website. If you have an account, simply sign in. If not, you can sign up for free, which only takes a few minutes. After logging in, you will see the dashboard where you can manage your workflows.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Create Zoho Desk Ticket for ThriveCart Purchase’.
- Name your workflow appropriately.
- Select a folder to save your workflow.
- Click on ‘Create’ to proceed.
This will take you to the workflow setup page where you can define triggers and actions. The trigger is what starts the workflow, while actions are what happen as a result.
3. Setting Up Trigger and Action in Pabbly Connect
The first step in your workflow is to set up the trigger. For this integration, select ThriveCart as your trigger application and choose the event ‘Product Purchase’. This means that whenever a new product is purchased in ThriveCart, it will trigger the workflow.
Next, connect your ThriveCart account to Pabbly Connect by adding a new connection. Enter the API key from your ThriveCart account, which can be found in the API and Webhooks section under settings. Once connected, select the product you want to track, such as ‘Advanced PHP’.
4. Formatting Date and Finding Contact in Zoho Desk
After setting up the trigger, the next step is to format the order date received from ThriveCart. Use the Date and Time Formatter tool in Pabbly Connect to change the date format to one that Zoho Desk accepts.
- Select the action event as ‘Format Date Only’.
- Map the order date from the ThriveCart response.
- Save and send a test request to ensure the format is correct.
Next, you will set up another action to find the contact in Zoho Desk. Choose Zoho Desk as the action application and select ‘Find Contact’. Connect your Zoho Desk account by entering your domain, which is usually part of your Zoho Desk URL.
5. Creating Tickets in Zoho Desk
Once you have determined whether the contact exists or not, you can proceed to create a ticket in Zoho Desk. If the contact exists, set up the action to create a new ticket directly. Map the necessary fields like subject, contact ID, due date, and description.
If the contact does not exist, you will first create a new contact in Zoho Desk using the details from the ThriveCart purchase. After creating the contact, set up another action to create a new ticket for this contact. Again, map all necessary fields to ensure the ticket is created correctly.
This entire process demonstrates how Pabbly Connect facilitates seamless integration between ThriveCart and Zoho Desk, ensuring that every purchase results in a new ticket for your support team.
Conclusion
In conclusion, using Pabbly Connect to create a Zoho Desk ticket for ThriveCart purchases automates your customer support process effectively. This integration enhances productivity and ensures timely responses to customer inquiries.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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