Integrate Dropbox Sign with Zendesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate ticket creation in Zendesk for new signature requests on Dropbox Sign using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating Dropbox Sign with Zendesk using Pabbly Connect, first, access the Pabbly Connect platform. Create an account or log in to your existing account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. Name your workflow ‘Dropbox Sign to Zendesk Tickets’ and click the ‘Create’ button to proceed. This is where you will set up the automation that connects Dropbox Sign and Zendesk through Pabbly Connect.

2. Setting Up the Trigger with Dropbox Sign

In this step, you will configure Dropbox Sign as the trigger application in Pabbly Connect. Search for and select ‘Dropbox Sign’ as your trigger application. Choose the trigger event as ‘New Signature Request’ which will initiate the workflow whenever a new signature request is created.

• Select the trigger event: New Signature Request.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Input your API key from Dropbox Sign to establish the connection.

After entering the API key and saving the connection, you will be able to test the trigger. This means that every time a new signature request is sent via Dropbox Sign, Pabbly Connect will capture the details and initiate the next steps in the workflow.

3. Applying Filter Condition for Ticket Creation

Next, you need to set up a filter condition in Pabbly Connect to ensure that tickets are only created in Zendesk when a signature request is sent. Add a filter step and select the event type from the previous trigger data.

• Choose ‘Event Type’ as the label.
• Set the filter condition to ‘equals’ and input ‘Signature Request Sent’.

This filter ensures that only when the event type is ‘Signature Request Sent’, a ticket will be created in Zendesk. If the condition is not met, the workflow will stop, ensuring efficiency in ticket management.

4. Creating a Ticket in Zendesk

Once the filter condition is set, the next step is to create a ticket in Zendesk. In Pabbly Connect, add a new action step and search for ‘Zendesk’. Select the action event as ‘Create Ticket’ and set up the connection using your Zendesk credentials.

Enter your Zendesk username, password, and subdomain. Save the connection, and now you can map the data received from Dropbox Sign into the Zendesk ticket fields. This includes the ticket subject, requester’s name, email, and description, which can be pulled directly from the data captured in the previous steps.

5. Finalizing the Automation Setup

After mapping all necessary fields, save your work and test the request to ensure everything is functioning correctly. Upon successful execution, a new ticket will be generated in Zendesk whenever a new signature request is sent through Dropbox Sign.

This seamless integration powered by Pabbly Connect allows for efficient management of customer support tickets directly linked to signature requests, enhancing workflow automation and reducing manual tasks.

Conclusion

Using Pabbly Connect, you can effortlessly integrate Dropbox Sign with Zendesk, automating ticket creation for new signature requests. This integration streamlines your workflow and improves the efficiency of customer support operations.