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how github actions zendesk

Susan Sarandon
Release: 2024-10-10 11:06:23
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This article explores the utility of GitHub Actions in enhancing Zendesk automation, highlighting two primary areas: setting up automated workflows for new issue creation and automating issue resolution. It delves into the benefits of using GitHub Ac

how github actions zendesk

How GitHub Actions can improve your Zendesk automation

GitHub Actions can be used to enhance Zendesk automation in a number of ways.

One way is by setting up automated workflows that trigger when new issues are created in Zendesk. This automation can include tasks such as creating a new ticket and assigning it to a specific agent, sending a notification to team members via Slack or Microsoft Teams, or updating a custom field with additional information.

Another way GitHub Actions can be used is to automate the process of issue resolution. This could involve creating a webhook that listens for updates on Zendesk tickets and automatically updates the associated GitHub issue based on resolved/closed Zendesk tickets.

Can GitHub Actions be used to enhance Zendesk workflow efficiency?

Yes, GitHub Actions can be used to enhance Zendesk workflow efficiency by:

  • Reducing manual tasks. Automating repetitive, manual tasks, can help save time and reduce the risk of human error. For example, with GitHub actions you can automatically create new Zendesk tickets, assign them to the correct agent, and send notifications to team members.
  • Improving accuracy and consistency. Automated workflows help to ensure that tasks are completed accurately and consistently. For example, GitHub Actions can be used to enforce specific formatting and validation rules for Zendesk tickets, and to automatically update custom fields with the correct information.
  • Streamlining communication and collaboration. By integrating GitHub Actions with Zendesk, team members can work more efficiently and stay up to date on important updates. For example, GitHub Actions can be used to trigger notifications when new Zendesk tickets are created or updated, and to consolidate and track all task updates in a single, central location.

How to utilize GitHub Actions for Zendesk issue tracking and resolution

To utilize GitHub Actions for Zendesk issue tracking and resolution, you can follow these steps:

1. Create a GitHub Action workflow.
Go to your GitHub repository and click on the "Actions" tab. Then, click on the "Workflows" subtab. Select the "New workflow" drop-down menu and scroll down to "Configure a workflow manually." Provide a name, select the trigger event and click "Start commit."

2. Add the Zendesk API token.
Create a new token for Zendesk by logging into your account and navigating to User Settings -> API Tokens. Then, click "Create New Token" and specify the token's name and permissions.

3. Create the Zendesk API integration.
In the GitHub Actions workflow, click on the "Create a secret" option under "Settings" and provide the name of the secret as "ZENDESK_API_TOKEN." Select the encrypts value mode and paste the generated token in the secret field.

4. Add a task to create a Zendesk ticket.
In the workflow, add a task to create a Zendesk ticket using the Zendesk API. You can use the "Create Ticket" action from the Zendesk Marketplace.

5. Add a task to update the Zendesk ticket.
Add a task to update the Zendesk ticket when the status changes. You can use the "Update Ticket" action from the Zendesk Marketplace.

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