Connect Zendesk Support and Way We Do to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Created
New Group Created
Ticket Updated
New View Created
New Ticket Created
Choose an Action
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Created
Runs when a new user is created in Zendesk Support.
New Group Created
Runs when a new group is created in Zendesk Support.
Ticket Updated
Runs when an existing ticket is updated.
New View Created
Runs when a new view is created in Zendesk Support.
New Ticket Created
Runs when a new ticket is created in Zendesk Support.
New Comment
Triggers when a new comment is added to a checklist.
Do thisActions
Action is the task that follows automatically within your Zendesk Support integrations.
Find a User
Finds an existing user by query
Find an Agent
Finds an existing Agent by query
Find an Organization
Finds an existing organization by query
Find Latest Comment
Find the latest comment on a ticket
Add Comment to Ticket
Add comment to an existing ticket
Add Tags to Ticket
Add multiple tags to an existing ticket by ticket ID
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Frequently Asked Questions
To start, connect both your Zendesk Support and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and Way We Do 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 Zendesk Support and Way We Do. 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.
About Zendesk Support
Zendesk 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.
Learn MoreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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