Export to Zendesk Bot
Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to your Zendesk records with the Export to Zendesk Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data to the selected Zendesk record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Zendesk record of your choice.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 108 Templates
- Used in 47 Workspaces
- Installed 462 times in the last 30 days
- 95% success rate
Get your automated workflows up and running in minutes with the Export to Zendesk Bot. No coding required.
Map fields in a document with data in your system of record
Configure Bot settings
First, connect to your Zendesk account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant Zendesk records.
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 document fields and tell the Bot to export the data when these fields have been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get your data exported 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 data will be transferred to the selected Zendesk table or entity.
Try pre-built workflows to experience the Export to Zendesk Bot in action
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Install the Export to Zendesk Bot to automate your document workflows
Other Bots often used with the Export to Zendesk Bot
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Automate repetitious activities without a single line of code
Employ Export to Zendesk Bot
Start a new Flow and import samples or create templates right in the system to activate the Bots option. Find and choose a wanted Bot from the list.
Set it up
Open up the Bot configuration. Fill out all of the required fields to customize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can include a few circumstances).
Figure out the way it works
Execute the workflow and explore the outcomes. Ensure the software robots are working correctly. If something goes wrong, look into the Bots log to correct the mistakes and execute your Flow again.
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