Integrating Zendesk and Asana with Pabbly Connect: A Step-by-Step Guide

Learn how to automate task creation in Asana for new Zendesk tickets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Zendesk and Asana Integration

Pabbly Connect is an automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the creation of tasks in Asana whenever a new ticket is raised in Zendesk. This integration improves workflow efficiency by ensuring that no ticket goes unattended.

To start, you need to access Pabbly Connect. If you don’t have an account, go to the Pabbly Connect website and click on ‘Sign Up for Free’. If you already have an account, simply log in. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see a big blue button labeled ‘Create Workflow’. Click on it to start setting up your integration. Name your workflow something descriptive, like ‘Create New Tasks in Asana for Zendesk Tickets’, and click on ‘Create’. This will initialize an empty workflow where you can set up your trigger and action.

In the workflow setup, you will find two boxes: one for the trigger and one for the action. The trigger will be set to Zendesk, specifically the event ‘New Ticket Created’. This means that every time a new ticket is raised in Zendesk, it will initiate the workflow you are creating.

• Click on the ‘Trigger’ box and select Zendesk.
• Choose the event as ‘New Ticket’.
• Copy the generated Webhook URL for the next step.

Once you have set up your trigger, it’s time to connect Zendesk to Pabbly Connect using the webhook URL. This URL will allow Zendesk to send data to Pabbly Connect whenever a new ticket is created.

3. Connecting Zendesk to Pabbly Connect

To connect Zendesk with Pabbly Connect, log in to your Zendesk account. Navigate to the Admin section, and go to the Admin Center. Here, find the option for ‘Apps and Integrations’ and click on it. Next, select ‘Webhooks’ and click on ‘Create a New Webhook’.

You will need to enter a name for your webhook, such as ‘Asana Integration’. In the request method, select ‘POST’ and set the request format to ‘JSON’. This is crucial for the integration to work properly. After entering the details, paste the webhook URL you copied from Pabbly Connect.

• Name your webhook (e.g., Asana Integration).
• Set the request method to POST.
• Select JSON as the request format.

Once you have set this up, test the webhook to ensure it is functioning correctly. If successful, you will see a confirmation message, and your webhook will be created.

4. Setting Up the Trigger in Zendesk

Now that you have created the webhook, you need to set up a trigger in Zendesk. Go to the ‘Objects and Rules’ section and select ‘Triggers’. Click on ‘Add Trigger’ to create a new trigger that will notify Pabbly Connect when a new ticket is raised. using Pabbly Connect

Give your trigger a name, such as ‘Ticket Raised’, and set the condition to ‘Ticket Created’. For the action, select ‘Notify Active Webhook’ and choose the webhook you created earlier (Asana Integration). This step ensures that every time a new ticket is created, Zendesk will notify Pabbly Connect.

Name your trigger (e.g., Ticket Raised). Set the condition as ‘Ticket Created’. Select ‘Notify Active Webhook’ as the action.

After completing these steps, you need to paste a sample response format that Pabbly Connect expects. This format includes the ticket ID, title, description, and other relevant details. Once done, click on ‘Create’ to finalize your trigger.

5. Creating a Task in Asana through Pabbly Connect

With Zendesk now set up to communicate with Pabbly Connect, the next step is to create a task in Asana based on the new ticket information. Return to your Pabbly Connect workflow and set the action application to Asana. Choose the action event as ‘Create Task’.

Before proceeding, make sure your Asana account is open in another tab. Click on ‘Connect’ in Pabbly Connect and select ‘Add New Connection’ to link your Asana account. Once connected, select the appropriate workspace and project ID where the tasks will be created.

Select Asana as the action application. Choose ‘Create Task’ as the action event. Connect to your Asana account.

Once the connection is established, map the fields from the Zendesk ticket to the Asana task. For example, use the ticket title as the task name and include details in the notes section. After mapping the necessary fields, click on ‘Save and Send Test Request’ to confirm that the task is created in Asana.

Conclusion

In this tutorial, we demonstrated how to integrate Zendesk and Asana using Pabbly Connect. By automating the task creation process for new Zendesk tickets, teams can streamline their workflow and ensure no ticket is left unresolved. With Pabbly Connect, users can connect various applications to enhance productivity and efficiency.