Connect Zendesk Support and upilot 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!
- Request a new Action for upilot
Enable Integrations or automations with these events of Zendesk Support and upilot
Enable Integrations or automations with these events of Zendesk Support and upilot
Triggers
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.
Actions
Find Tickets
Finds existing tickets that match your search query.
Add Comment to Ticket
Adds a comment to an existing ticket.
Add Tags to Ticket
Adds multiple tags to an existing ticket by ticket ID.
Create a User
Creates a new user in Zendesk Support.
Remove Tag From Ticket
Removes a tag from a ticket.
Update Ticket
Updates an existing ticket's status and adds comments.
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Frequently Asked Questions
To start, connect both your Zendesk Support and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in upilot (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and upilot 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 upilot. 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 upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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