Integrate Halo Service Solutions with Zendesk to automate your work
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Frequently Asked Questions about Halo Service Solutions + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Halo Service Solutions and Zendesk
How can I set up a trigger in Halo Service Solutions for a new Zendesk ticket?
To set up a trigger within our platform for creating a new Zendesk ticket, navigate to the integration settings and define the specific conditions under which the trigger should activate. This typically involves selecting the 'New Ticket' event within Zendesk as the trigger. Once configured, each new ticket will automatically prompt an action in Halo Service Solutions based on your predefined criteria.
Is it possible to update Halo Service Solutions when a Zendesk ticket's status changes?
Yes, you can automate updates in Halo Service Solutions whenever there's a change in a Zendesk ticket's status. Within our settings, select 'Ticket Status Change' as your trigger and choose which status changes you'd like to track. Set up actions that define how these updates reflect within Halo Service Solutions.
Can we customize actions triggered by Zendesk events in Halo Service Solutions?
Absolutely, customization is at the core of our integration capabilities. When setting up actions triggered by Zendesk events in Halo Service Solutions, you have full flexibility to specify what each action will accomplish. Whether it's sending notifications, updating fields, or initiating workflows, tailor these actions according to your business needs.
How do we handle duplicate tickets from Zendesk into Halo Service Solutions?
To manage duplicate tickets being created from Zendesk into our system, leverage filters and conditions during your integration setup. These can be configured to ensure that only unique tickets are captured or that certain data points are altered before being sent over to prevent duplication.
What kind of triggers can we use for reporting purposes when integrating with Zendesk?
For reporting purposes, you can utilize triggers based on various events such as ticket creation dates, response times, or resolution times within our integration with Zendesk. These allow us to automatically generate reports or send data analysis tasks according to specified intervals or conditions.
Are there any limitations on data fields when syncing between Halo Service Solutions and Zendesk?
There are some limitations on data field syncing between the two platforms due to API restrictions from both ends. It's vital to review the field mappings during setup to ensure all required information is transferred correctly without exceeding character limits or unsupported field types.
Can automated reminders be sent from Halo Service Solutions based on Zendesk ticket deadlines?
Yes, automated reminders can be set up by using deadline-based triggers from your integrated system with Zendesk. Configure these triggers specifying particular timelines for follow-ups so that reminders are dispatched through Halo Service Solutions precisely at intended intervals.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- DescriptionRequired
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Try It- NameRequired
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
- Email AddressRequired
- Ticket Type
- Summary
- Details
- Priority
- New Group
Triggers when a new group is created.
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- DescriptionRequired
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Try It- NameRequired
- Customer NameRequired
- Main SiteRequired
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
- NameRequired
- Customer NameRequired
- Site NameRequired
- Email Address
- Network Login
- Phone Number
- Mobile Phone Number
- ViewRequired
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