
When this happens...
New Ideas
Recently Updated Ideas

Automatically do this!
Find a User
Find an Agent
Find an Organization
Find Tickets
Find Latest Comment
Add Comment to Ticket
Add Tags to Ticket
Create an Organization
Create a User
Remove Tag from Ticket
Update Ticket
Create Ticket
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is created.
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Triggers when a new organization is created.
Triggers when a new user is created.
Triggers when a new group is created.
Triggers when an existing ticket is updated.
Action is the task that follows automatically within your Ideanote integrations.
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Finds an existing user by query
Finds an existing Agent by query
Finds an existing organization by query
Finds an existing ticket by query.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ideanote and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Zendesk Support typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ideanote and Zendesk Support. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreZendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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