Copilot CRM + Zendesk

Create new Zendesk tickets from new Copilot CRM to-dos

Easily manage your customer service flow with this dynamic integration between Copilot CRM and Zendesk. Whenever there's a new to-do task in your Copilot CRM, a corresponding ticket is instantly created in Zendesk. This seamless automation helps stay on top of tasks and ensures your customer queries never go unanswered. Boost your customer service efforts without manual intervention.

When this happens...
New To-Do
Triggers when a new to-do is added.
TriggerPolling
automatically do this!
Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It

- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write

- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- ViewRequired
Trigger
Polling
Try It
- Tags
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Write
- SubjectRequired
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/DescriptionRequired
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- TicketRequired
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- OrganizationRequired
- Name
- Details
- Notes
- Tags
- Domain Names
- External Id
- Shared Tickets
- Shared Comments
Action
Write
- UserRequired
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Search or write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- TagsRequired
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- UserRequired
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- CommentRequired
- Should the comment be public?
- FileRequired
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- QueryRequired
Action
Search
- Info
- Type
Action
Search
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Search or write

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn more

Related categories

Customer Support

Copilot CRM + Zendesk

Create new Zendesk tickets from new Copilot CRM to-dos

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

New Group

New Ticket in View

Tag Added to User

New Suspended Ticket

Updated Ticket

New View

Create Organization

Create Ticket

Add Comment to Ticket

Update Organization

Update User

API Request (Beta)

Find Ticket Comments

Find a Group

Find an Organization

Find or Create Organization

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

New Tag Added to Ticket

New Ticket

New Organization

New Action on Ticket

New User

Delete User

Remove Tag(s) from Ticket

Attach File to Ticket

Add Tag(s) to Ticket

Update Ticket

Create User

Find an Agent

Find Tickets

Find Latest Comment

Find a User

Find or Create User

About Copilot CRM

Related categories

About Zendesk

Related categories

Similar apps

Help Scout

Freshdesk

HappyFox