Learn to automate the integration between Zendesk and Mattermost using Pabbly Connect. Follow this detailed tutorial for seamless ticket notifications. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Integrate Zendesk with Mattermost Using Pabbly Connect
To automate the process of notifying your team in Mattermost whenever a new ticket is raised in Zendesk, you will use Pabbly Connect. This integration allows for seamless data flow between these two applications without any manual effort.
Start by logging into your Pabbly Connect account. If you do not have an account, you can create one for free and get started with 100 free automation tasks each month. Once logged in, navigate to the dashboard where you can create a new workflow.
2. Create a Workflow in Pabbly Connect
To set up the automation, click on the ‘Create Workflow’ button in Pabbly Connect. You need to name your workflow something descriptive, such as ‘Send Tickets Raised in Zendesk to Mattermost Automatically’. After naming, click the ‘Create’ button to proceed.
In this workflow, you will define a trigger and an action. The trigger will be a new ticket raised in Zendesk, and the action will be sending that ticket’s details to Mattermost. This setup ensures that your team is immediately informed of new tickets.
3. Set Up the Trigger for Zendesk in Pabbly Connect
To set up the trigger, click on the ‘Choose App’ field and select Zendesk. For the trigger event, choose ‘New Ticket’. This will initiate the workflow whenever a new ticket is created in Zendesk.
Once selected, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect your Zendesk account with Pabbly Connect. Navigate to your Zendesk dashboard, go to the Admin section, and follow these steps:
- Click on ‘Settings’ and then ‘Extensions’.
- Select ‘Targets’ and click on ‘Add Target’.
- Choose ‘HTTP Target’ and fill in the required fields.
Ensure you paste the webhook URL, select POST as the method type, and set the content type to JSON. After completing these steps, click ‘Create Target’ to finalize the setup.
4. Finalize the Automation in Pabbly Connect
Now that your trigger is set up, you need to create a condition in Zendesk that will notify Pabbly Connect when a new ticket is created. Go back to the Zendesk dashboard, navigate to ‘Business Rules’, and then to ‘Triggers’. Click ‘Add Trigger’.
Name your trigger (for example, ‘Notify Mattermost Team’) and set the conditions to ‘Ticket is Created’. After this, add an action to notify the target you created earlier. In the JSON body, paste the necessary details that you want to send to Mattermost.
Once you have set up the trigger successfully in Zendesk, go back to Pabbly Connect and test the integration by creating a new ticket in Zendesk. This will ensure that Pabbly Connect receives the ticket information correctly.
5. Send Notifications to Mattermost Using Pabbly Connect
After testing the trigger, it’s time to set up the action in Pabbly Connect. Select Mattermost as the application for the action step and choose ‘Create a Post’ as the action event. You will need to connect your Mattermost account by providing the necessary token and URL.
To get the token, navigate to your Mattermost account settings, go to ‘Security’, and create a personal access token. Copy this token and paste it into Pabbly Connect. For the Mattermost URL, copy the URL up to ‘mattermost.com’ and paste it into Pabbly Connect.
After connecting, select the appropriate team and channel in Mattermost where you want the notifications to be sent. Customize your message, mapping the ticket details from Zendesk. Finally, test the action to ensure everything is set up correctly. Your team will now receive automatic notifications in Mattermost whenever a new ticket is created in Zendesk.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Zendesk and Mattermost. By following these steps, you can ensure your team stays informed about new tickets without manual intervention. This integration streamlines communication and enhances productivity.
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