Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Create Zendesk Records 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 the Create Zendesk Records Bot
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.
Export Custom Values to Create Zendesk Records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
Item Purchase Request
Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
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.
