Hello Pipefy Community,
This week we will share with you the Pipefy integration with Zendesk. This recipe has the purpose of back and forwarding information between the two softwares. For example: when a Ticket is created in Zendesk, it creates a card in Pipefy and also when the process is finished in Pipefy, it is finished in zendesk.
The recipes contain the following steps:
One-way recipe:
Trigger - When a ticket is created in Zendesk
1st Action - Create a card in Pipefy
2nd Action - Link the ticket ID with the Pipefy ID in a table in the workato to be used in the back recipe
Return recipe:
Trigger - When the card is finalized in Pipefy
1st Action - Take all information from this card
2nd Action - Search in the table for the Zendesk Ticket that is correlated with this Pipefy ID
3rd Action - Update the Zendesk ticket
Most common use case: Customer support
Click here to access the first recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.
Click here to access the second recipe. You can clone it to your organization and follow the step-by-step configuration provided in this video.
There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!