This automation checks for new or updated cases in Salesforce. When it finds one, it looks for a ticket in Zendesk with the same subject and description. In parallel, it retrieves related contact from Salesforce and looks for the user in Zendesk with the same email address. If no match is found, it creates a new user in Zendesk.
- If a matching ticket is found, the automation updates it using case data.
- If no match is found, the automation creates a new ticket in Zendesk.
Notes
Cases in Salesforce must include a ContactEmail so the automation can correctly identify or create the user in Zendesk.
Since both Description and Subject are used to match Salesforce Cases with Zendesk Tickets, changing either field may cause the automation to treat the Case as new and create a duplicate ticket.
Tips
- Change how often Skyvia checks for new records by setting the Poll Interval in the Trigger settings.
Frequently Asked Questions
What triggers this automation?
The automation starts automatically when the configured trigger event occurs in the connected app.
Can I customize the automation workflow?
Yes. You can modify triggers, actions, conditions, mappings, and other workflow settings.
Does this automation run automatically after setup?
Yes. Once enabled, the automation runs automatically based on triggers or schedules.
Can I add more steps or actions to this automation?
Yes. You can extend the workflow with additional actions, conditions, and connected apps.
Do I need coding skills to use automation templates?
No. Skyvia automation templates are configured through a visual interface without coding.
