NoOp Automate

用于NoOp，自动化处理Zendesk和Pipedrive之间的评论和票务信息，每天09:00定时运行，确保及时更新和记录客户互动，提升客户服务效率，减少手动操作，优化工作流程。

7/8/2025
21 nodes
Complex
schedulecomplexnoopfunctionitemzendeskpipedriveitemlistssplitinbatchesautomationadvancedcodecustomlogicconditionalapiintegration
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowBusiness Process AutomationCRM & Sales
Integrations:
NoOpFunctionItemZendeskPipedriveItemListsSplitInBatches

Target Audience

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.

Problem Solved

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.

Workflow Steps

  • 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.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the Schedule: Change the cron node to adjust the frequency or time of execution.
    - Changing API Endpoints: Update the Zendesk and Pipedrive API endpoints if using different accounts or environments.
    - Adjusting Conditions: Modify the conditional checks to include other channels or criteria for ticket processing.
    - Customizing Comment Format: Change the format of the notes added to Pipedrive to fit specific business needs.
    - Adding Additional Nodes: Incorporate more nodes for further processing, such as notifications or additional data handling.