Automate Zendesk Ticket Creation from Airtable Records Using Pabbly Connect

Learn how to automate Zendesk ticket creation from new Airtable records using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Airtable and Zendesk Integration

To automate Zendesk ticket creation from new Airtable records, you need to begin by setting up Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. First, sign up for a free account on Pabbly Connect and access the dashboard.

Once you are on the Pabbly Connect dashboard, click on ‘Create Workflow’ and name your workflow, for instance, ‘Airtable to Zendesk’. This naming will help you identify the workflow later. After naming, click on ‘Create’ to proceed with the automation setup.

2. Configuring the Trigger for New Airtable Records

In this step, you will configure the trigger in Pabbly Connect to detect new records in Airtable. In the trigger window, search for and select ‘Airtable’ as the app. For the trigger event, choose ‘New Record’ from the dropdown menu.

• Select ‘Airtable’ as the application.
• Choose ‘New Record’ as the trigger event.
• Connect your Airtable account using the API token.

To connect your Airtable account, you will need to enter the API token. You can obtain the API token from your Airtable account settings under the developer hub. After entering the token, click on ‘Save’ to establish the connection.

3. Selecting the Airtable Base and Table

After successfully connecting your Airtable account in Pabbly Connect, the next step is to select the base and table from which you want to pull new records. Choose the base named ‘Project Data’ and select the table labeled ‘Zendesk Tickets’.

Make sure to create a trigger field named ‘Created’ in your Airtable table. This field should be of type ‘Created Time’ to ensure it captures the date and time when a new record is added. Refresh the trigger field in Pabbly Connect to ensure it recognizes the newly created field.

• Select ‘Project Data’ as the base.
• Choose ‘Zendesk Tickets’ as the table.
• Set the trigger field to ‘Created’.

Once these selections are made, click on the ‘Save and Send Test Request’ button to test the trigger. This action will allow Pabbly Connect to pull in the most recent record from your Airtable table.

4. Configuring Zendesk Action to Create Tickets

Now that you have set up the trigger, the next step is to configure the action in Pabbly Connect to create a new ticket in Zendesk. Scroll down to the action window, search for ‘Zendesk’, and select it. For the action event, choose ‘Create Ticket’.

To connect your Zendesk account, input your username, password, and subdomain. You can find the subdomain in the URL of your Zendesk account. After entering these details, click on ‘Save’ to establish the connection.

Select ‘Zendesk’ as the application. Choose ‘Create Ticket’ as the action event. Map the fields from Airtable to Zendesk.

Map the required fields such as ticket title, requester name, and description from the Airtable response to the corresponding fields in Zendesk. After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a ticket in Zendesk.

5. Testing the Automation Workflow

Once you have configured both the trigger and action in Pabbly Connect, it’s crucial to test the automation. Add a new record in your Airtable table with ticket details, such as title, description, requester name, and priority.

After adding the new record, wait for a few minutes as Pabbly Connect checks for new data. Refresh your Zendesk account to verify that the new ticket has been created successfully. You should see the same details that you entered in Airtable reflected in Zendesk.

This real-time automation allows you to streamline your workflow, ensuring that every new Airtable record is promptly turned into a Zendesk ticket without manual intervention. With Pabbly Connect, you can manage and automate your tasks effectively, freeing up time for more critical activities.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Zendesk tickets from new records in Airtable. By following these steps, you can streamline your ticketing process and save valuable time. Embrace automation with Pabbly Connect for efficient workflow management.