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Quickly connect Google Docs to Zendesk with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Google Docs with Zendesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Document" from Google Docs.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects Google Docs and Zendesk, automating your workflow.
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Frequently Asked Questions about Google Docs + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Docs and Zendesk
Can I automate creating a Google Doc from a Zendesk ticket?
Yes, you can set up a trigger in Zendesk for whenever a new ticket is created or updated. This trigger can then initiate an action to create a new Google Doc using the information from the ticket, such as customer queries or support details.
Is it possible to update a Google Doc when something changes in Zendesk?
Certainly, you can configure triggers within Zendesk to capture events like ticket status updates or field changes. These triggers can be used to automatically update specific sections of a linked Google Doc with the latest information.
How do we set up notifications in Zendesk for changes made in Google Docs?
Although direct notifications aren't possible from Google Docs to Zendesk, you can track changes by having triggered actions in other integrated systems that notify agents when key documents are modified.
What types of data from Zendesk can we export into a Google Doc?
You can export various types of data such as ticket details, customer messages, agent responses, and any custom fields you've set up within your Zendesk instance into a Google Doc.
Can attachments from a Zendesk ticket be added to Google Docs automatically?
Currently, while you can't directly insert attachments into the document content through automation, you could create links or references to those attachments within your Google Docs through integration workflows.
Is it possible to manage permissions on Google Docs based on actions in Zendesk?
While our integration focuses more on data handling between platforms, managing specific permissions would typically be handled directly within Google's interface unless combined with additional third-party solutions that focus on permission management.
How do we ensure data security when integrating Google Docs and Zendesk?
We employ secure authorization methods like OAuth2 during integration setup. However, it's crucial for users to follow best practices regarding access control and regularly review both platforms' security settings.
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.
- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- Document NameRequired
- New Document NameRequired
- Drive
- Folder
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Template_folder
- Document NameRequired
- New Document NameRequired
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- New Document NameRequired
- Document NameRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- Drive
- Folder
- New Document NameRequired
ActionSearch