New Salesforce Contact creates Zendesk User
Connectors: Salesforce, Zendesk Functions: If/Else, Error Handling
Connectors: Salesforce, Zendesk
Functions: If/Else, Error Handling
We use Salesforce to create and track all of or our organizational contacts, and once a contact is added in Salesforce we want that entity to become an end user in Zendesk. This is currently a manual process, and mistakes get made too often. We need a way to automate this process to eliminate the errors and remove the costly double-work.
We can build a FLO that monitors Salesforce for any new Contacts. We can then use Azuqua’s Zendesk integration to check if a user already exists with the same email. If the user does already exists, we return that as a message. If a user doesn’t exist, we simply add them to Zendesk as an end user.
Extend this FLO
Adding a Continue If card could filter out Salesforce Contacts by any criteria in the record. For example, you could halt the FLO if a contact is from a specific domain, like email@example.com. You could also add a notification component using Slack or any of Azuqua’s email options.
More Solution Templates
Extend your SaaS ecosystems native integrations by using pre-built API connectors to hundreds of applications and create integrations and automations with WNDYR's consulting team guiding you along every step of the way.