Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to Zendesk 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 the Export to Zendesk Bot
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Zendesk record of your choice.
Export Custom Values to Export to Zendesk Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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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Refund/Return Request
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
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Website feedback survey
The Website feedback survey Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Other Bots often used with the Export to Zendesk Bot
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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