This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation is triggered every 5 minutes, with Zendesk checking and collecting new tickets which are then individually assigned to a Pipedrive contact. Prerequisites Pipedrive account and Pipedrive credentials Zendesk account and Zendesk credentials Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email. How it works Cron node triggers the workflow every 5 minutes. Zendesk node collects all the tickets received after the last execution timestamp. Set node passes only the requester`s email and ID further to the Merge node. Merge by key node merges both inputs together, the tickets and their contact emails. Pipedrive node then searches for the requester. HTTP Request node gets owner information of Pipedrive contact. Set nodes keep only the requester owner's email and the agent`s email and id. Merge by key node merges the information and adds the contact owner to ticket data. Zendesk node changes the assignee to the Pipedrive contact owner or adds a note if the requester is not found.
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ZendeskRelated workflows
See all Pipedrive→Sync Zendesk tickets to Pipedrive contact owners
This workflow syncs Zendesk tickets to Pipedrive contact owners. This workflow is triggered every day at 09:00 with Zendesk collecting all the tickets updated after the last execution timestamp and updating them according to Pipedrive contacts. It also adds Zendesk comments to the tickets as notes in Pipedrive. Prerequisites Pipedrive account and Pipedrive credentials Zendesk account and Zendesk credentials Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email. How it works Cron node triggers the workflow every day at 09:00. Zendesk node collects all the tickets updated after the last execution timestamp. If node checks if the channel in the ticket is an email, and if so, it continues the workflow. The Item Lists node removes duplicates to make search efficient. Pipedrive node searches persons by email. Set node renames and keeps only needed fields (email & person id) Merge by key node adds the Pipedrive contact id to Zendesk tickets. The HTTP Request node gets Zendesk comments for tickets and the Merge node adds them to tickets. Split node adds nodes in batches with each iteration. Item list node splits comments into separate item
Automatically add customers from Pipedrive to Stripe
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node searches for the same organization's details within Stripe. If a customer doesn't exist within Stripe, Merge node passes a new customer details to Stripe. Stripe node creates a new customer.
Sync payment and customer data between Stripe and Pipedrive
This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials How it works Cron node triggers the workflow every day at 8 a.m. HTTP Request node searches for payments in Stripe. The Item Lists node creates separate items from a list of payment data. Merge node takes in the payment data as an input 1. Stripe node gets all the customers data. Set node renames customer-related data fields and keeps only needed fields. Merge node takes in the customer data as an input 2. Merge node combines the payment data with the customers one. Pipedrive node searches for the organization and creates a note with payment data.