Seamlessly Integrate Zendesk with Monday.com Using Pabbly Connect

Learn how to create items in Monday.com from new Zendesk tickets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin integrating Zendesk with Monday.com, you first need to access Pabbly Connect. This platform allows you to automate the process of creating items in Monday.com whenever a new ticket is raised in Zendesk. Start by signing into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, look for the big blue button labeled ‘Create Workflow’. Click on it to initiate the integration process. You’ll be prompted to name your workflow, so enter a suitable title such as ‘Create Items in Monday.com from Tickets Raised in Zendesk’. After naming it, click ‘Create’ to proceed.

2. Setting Up Triggers in Pabbly Connect

In this step, you will configure the trigger for your workflow. The trigger will be set to detect when a new ticket is created in Zendesk. Within Pabbly Connect, you will see two boxes labeled ‘Trigger’ and ‘Action’. Select Zendesk as your trigger application and choose the event ‘New Ticket’. This event will initiate the workflow.

• Select ‘Zendesk’ as the trigger application.
• Choose ‘New Ticket’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Zendesk account, navigate to the ‘Manage Views’ section, and create a new webhook. Paste the copied URL from Pabbly Connect into the endpoint URL field. This setup allows Pabbly Connect to receive notifications whenever a new ticket is created in Zendesk.

3. Configuring the Webhook in Zendesk

After setting up the webhook in Pabbly Connect, return to your Zendesk account to finalize the webhook configuration. Go to ‘Apps and Integrations’, then ‘Webhooks’, and create a new webhook. Name it appropriately, for example, ‘Items in Monday.com’. Set the request method to POST and the requested format to JSON.

Once you’ve entered these details, test the webhook by clicking the ‘Test Webhook’ button. This sends a test notification to Pabbly Connect, confirming that the connection is functioning correctly. After testing, click ‘Create Webhook’ to save your settings.

4. Creating an Action in Monday.com

With the trigger successfully set up, the next step is to create an action in Monday.com. In the same workflow within Pabbly Connect, select Monday.com as your action application. The event for this action will be ‘Create Item’. This action will automatically create an item in your Monday.com board whenever a new ticket is raised in Zendesk.

To connect to Monday.com, you will need to enter your personal API token. This token can be found in your Monday.com account under ‘Administration’ in the API section. Once you’ve entered the token, click ‘Save’ to establish the connection. You will then select the board and group where the item should be created.

5. Testing the Integration

Now that both the trigger and action are set up, it’s time to test the integration. Go back to Zendesk and create a new ticket. Fill in the required details and submit the ticket. Once the ticket is created, return to Pabbly Connect to check if the item has been successfully created in Monday.com.

If everything is set up correctly, you should see the new item in your Monday.com board reflecting the details of the Zendesk ticket. This confirms that the integration is working as intended. If there are any issues, double-check the webhook settings and the API token.

Conclusion

In this tutorial, we demonstrated how to automate the creation of items in Monday.com from new Zendesk tickets using Pabbly Connect. By following the outlined steps, you can streamline your workflow and enhance productivity by eliminating manual entry tasks.