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Export to Zendesk Bot

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Export to Zendesk Bot

Export to Zendesk Bot

Name: Export to Zendesk Bot
Brand: airSlate
Rating: 4.8 (24 reviews)

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.

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

4.8 out of 5

(24 votes)

You’ve already rated this bot

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.

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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.