Integrate Zendesk with Clustdoc

Send information between Zendesk and Clustdoc automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zendesk and Clustdoc using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of a ticket is updated

Organization created

Triggers when a new organization is created

User created

Triggers when a new user is created

Application created

Triggers when a new application is created

E-contract created

Triggers when a new e-contract is created

Application closed

Triggers when an application is closed

Template created

Triggers when a new template is created

Online form created

Triggers when a new online form is created

All Actions - Actions are the automated tasks

Add Tag

Adds tag to the selected ticket

Create User

Creates a new user

Create Request

Creates a new ticket in a verified end user's account

Create Organization

Creates a new organization

Create Ticket

 Creates a new ticket

Add Comment

Adds comment to the selected ticket

Update Organization

Updates an existing organization

Update Ticket

Updates an existing ticket status or adds comments

Update User Details

Updates an existing user's details

Fetch Organization

Fetches the details of an existing organization

Fetch User

Fetches the details of an existing user by ID

Fetch Ticket

Fetches a ticket by ID

Update template

Updates the details of an existing template

Create template

Creates a new template

Create online form

Creates a new online form

Create message

Creates a new message

Create e-contract

Creates a new e-contract

Create application

Creates a new application

Update online form

Updates the details of an existing online form

Update e-contract

Updates the details of an existing e-contract

Update an application

Updates the details of an existing application

Update message

Updates the details of an existing message

Fetch template

Fetches the details of an existing template using ID

Fetch online form

Fetches the details of an existing online form using ID

Fetch e-contract

Fetches the details of an existing e-contract using ID

Fetch application

Fetches the details of an existing application using ID

Fetch message

Fetches the details of an existing message using ID

Search template record

Searches for an existing template using template name

Search application record

Searches for an existing application using an email address, first name, or last name of the contact

What is Zendesk?

Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.

What is Clustdoc?

Clustdoc is a document collection platform that lets you automate your customer onboarding processes and remotely capture required documents, files, signatures, payments, and more.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

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Toto

Technical Engineer, Master Liveaboards

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