Create Zendesk Records Bot
Streamline your business processes with the Create Zendesk Records Bot. Use the Bot to automatically create records based on data added to a document. No need for coding or manual data entry.
Try automation, it’s free!
What the Bot does
The Bot creates a Zendesk record by transferring data from a document to the corresponding fields in a record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically create a new contact, product, or order in Zendesk based on the collected information from your contact form, order form, refund form, and others.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 145 Templates
- Used in 76 Workspaces
- Installed 461 times in the last 30 days
- 100% success rate
Get your automated workflows up and running in minutes with the Create Zendesk Records Bot. No coding required.
Map fields in a document to the fields of your system record’s entity
Configure Bot settings
First, connect to your Zendesk account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get a new record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new Zendesk record.
Try pre-built workflows to experience the Create Zendesk Records Bot in action
Install the Create Zendesk Records Bot to automate your document workflows
Learn more in this Bot’s airSlate Academy course
Learn more
Other Bots often used with the Create Zendesk Records Bot
Eliminate repetitive activities without a single line of write code
Utilize Create Zendesk Records Bot
Start a new Flow and import samples or create templates right on the platform to activate the Bots option. Find an appropriate Bot from the list.
Configure it
Open up the Bot adjustment. Complete all the required fields to modify general and advanced options. Consider indicating activation conditions in order to avoid false activations (you can add a few conditions).
See how it works
Execute the workflow and discover the results. Ensure the software robots operate properly. If something goes wrong, check the Bots log to fix the errors and run your Flow once again.
