Connect Zendesk Support and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New User
New Group
Updated Ticket
New View
New Ticket
New Action on Ticket
Update Organization
New Organization Selected Fields
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Zendesk Support and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Zendesk Support and Thomson Reuters ONESOURCE
Triggers
New Organization
Triggers when a new organization is created.
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
New View
Triggers when a new view is created.
New Ticket
Trigger when new ticket is created.
Actions
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 Tickets
Finds an existing ticket by query.
Find Latest Comment
Find the latest comment on a ticket
Add Comment to Ticket
Add comment to an existing ticket
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Zendesk Support and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and Thomson Reuters ONESOURCE 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 Thomson Reuters ONESOURCE. 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 Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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