NoOp Automate

This workflow is ideal for:

• Customer Support Teams: Those managing tickets in Zendesk and needing to streamline communication with Pipedrive.
• Sales Teams: Professionals who need to keep track of customer interactions and comments to enhance sales strategies.
• Automation Enthusiasts: Users looking to automate repetitive tasks between different platforms without manual intervention.
• Developers: Those interested in integrating APIs for custom solutions and workflows.

This workflow addresses the challenge of efficiently managing customer interactions by:

• Automating Ticket Updates: Ensuring that tickets updated in Zendesk are automatically processed and logged in Pipedrive.
• Reducing Manual Work: Eliminating the need for manual data entry and follow-ups by automating comments and notes from Zendesk to Pipedrive.
• Enhancing Communication: Ensuring that all relevant comments from Zendesk are captured and added as notes in Pipedrive, providing a complete view of customer interactions.

1. Scheduled Trigger: The workflow runs daily at 09:00 AM, ensuring regular updates.
2. Fetch Last Execution Time: It retrieves the last execution timestamp to identify new updates since the last run.
3. Get Updated Tickets: It queries Zendesk for tickets that have been updated after the last execution.
4. Check for Email Channel: It filters tickets to process only those that originated from email.
5. Search for Pipedrive Person ID: It searches for the corresponding person in Pipedrive using the email address from Zendesk.
6. Fetch Comments: If a Pipedrive person ID is found, it retrieves comments associated with the Zendesk tickets.
7. Process Comments: It checks for new comments added since the last execution and splits them into separate items for processing.
8. Add Comments to Pipedrive: New comments are formatted and added as notes in the corresponding Pipedrive records.
9. Update Execution Timestamp: Finally, it updates the last execution timestamp for future reference.