Create Zendesk Tickets Automatically Using Pabbly Connect and Cognito Forms

Learn how to automatically create Zendesk tickets using Cognito Forms through Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Zendesk and Cognito Forms Integration

The first step to automate ticket creation in Zendesk using Cognito Forms is to set up Pabbly Connect. Begin by logging into your Pabbly Connect account and navigating to the dashboard. Here, you will create a new workflow that connects these two applications.

To create a workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Zendesk Tickets Using Cognito Forms Automatically,’ and then click the ‘Create’ button. This will set the stage for the trigger and action that will follow.

2. Configuring the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow in Pabbly Connect. The trigger will be based on a new entry in Cognito Forms. To do this, search for ‘Cognito Forms’ in the trigger application search bar and select it.

• Select the trigger event as ‘New Entry’.
• A webhook URL will be generated for you.
• Copy this webhook URL to use in Cognito Forms.

Next, log in to your Cognito Forms account, go to the form you created for ticket submissions, and locate the ‘Submission Settings’. Toggle on the ‘Post JSON data to a website’ option and paste your webhook URL into the ‘Submit Entry Endpoint’. After saving the changes, your form will be ready to send data to Pabbly Connect.

3. Testing the Integration with a Sample Submission

After configuring the webhook, it’s time to test the integration. You need to perform a test submission through your Cognito Form. Open the form using the publish link and fill it out with sample data, such as a name, email, issue title, and description.

Once you submit the form, return to Pabbly Connect to check if the data has been received. You should see the response section populated with the information you entered in the form. This confirms that your trigger is working correctly.

4. Setting Up the Action to Create a Zendesk Ticket

Now that the trigger is set, you need to configure the action in Pabbly Connect to create a ticket in Zendesk. Search for ‘Zendesk’ in the action application search bar and select it. Then choose the action event as ‘Create Ticket’.

• Connect your Zendesk account by entering your username, password, and subdomain.
• Map the fields from the Cognito Forms submission to the Zendesk ticket fields.
• Set the subject, assignee, and priority based on the data received.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create a test ticket in Zendesk. If successful, you will see the ticket appear in your Zendesk dashboard, confirming that your integration is working smoothly.

5. Finalizing Your Pabbly Connect Integration

Upon successfully creating a ticket, review the details to ensure everything is correctly mapped and functioning. You can also customize additional settings in Zendesk, such as ticket status and priority.

Once you’re satisfied with the setup, your automation is complete. From now on, every time a customer submits the Cognito Form, a new ticket will automatically be created in Zendesk without any manual input required. This seamless integration through Pabbly Connect saves time and enhances your customer service efficiency.

Conclusion

In this tutorial, we covered how to set up an automated workflow using Pabbly Connect to create Zendesk tickets from Cognito Forms submissions. By following these steps, you can streamline your customer support process and ensure timely responses to customer inquiries.