IRIS CRM + Zendesk

Add comments to Zendesk tickets when new leads are created in IRIS CRM

Streamline your customer service process with this seamless workflow. When a new lead is created in IRIS CRM, a corresponding comment gets instantly added to a ticket in Zendesk. This automation enhances communication, minimizing the chance of omitting vital information, and helps to provide more immediate, personalized responses to emerging customer queries.

When this happens...
Lead Created
Triggers when a lead is created.
TriggerInstant
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Add Comment to Ticket
Add a Comment to an existing Ticket.
ActionWrite

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Supported triggers and actions

What does this mean?

- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
Try It
- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write

- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write

- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ViewRequired
Trigger
Scheduled
Try It
- Tags
Trigger
Instant
Try It
- Ticket (Required for non-admins)
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- QueryRequired
Action
Search
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Shared Tickets
- Shared Comments
Action
Search or write
- QueryRequired
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Search or write

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New View
Triggers when a new view is created.
Trigger
Scheduled
Try It
- 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
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- 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
Search or write
- QueryRequired
- 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
Search or write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About Zendesk

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

Learn more Help

Related categories

Customer Support

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PRODUCTS

CAPABILITIES

By team

IRIS CRM + Zendesk

Add comments to Zendesk tickets when new leads are created in IRIS CRM

Lead Created

Info

Lead File Uploaded

Info

Current StatusRequired

Lead Note Added

Info

Current StatusRequired

Lead Status Updated

Info

Previous StatusRequired

New StatusRequired

Add File to Lead

Info

File TabRequired

File LabelRequired

File NameRequired

File SourceRequired

Assign User(s) to Lead

Info

Assign User(s)Required

Assign User's Manager(s)

Send Email to Lead

Info

Lead Email FieldRequired

Email templateRequired

Update Lead

Info

New Group

New Campaign

New Source

Other lead fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Ticket in View

ViewRequired

Tag Added to User

Tags

New Action on Ticket

Ticket (Required for non-admins)

New User

Create Organization

NameRequired

Details

Notes

Tags

Domain Names

External Id

Shared Tickets

Shared Comments

Create Ticket

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