1.Find active client records
Integrate Zapier Tables and reporting databases to look up active clients and contact fields for the monthly run.
Send monthly resolved ticket summaries to all clients
Automatically run a monthly schedule across Zapier Tables for active clients. Send resolved ticket summaries via Microsoft Outlook with per-client HTML when prior-month tickets are found, so account managers get consistent reporting and fewer manual follow-ups.
How this automation distributes monthly client ticket summaries
When the monthly report window hits, unresolved ticket details can stay scattered and stale. This automation finds active clients, builds per-client HTML summaries, and emails distinct recipientsβso account managers stay aligned without manual compilation.
Zapier Tablesor swap with your favorite app
2.Search Zendesk for resolved tickets
Integrate Looping by Zapier and Zendesk to search for tickets solved in the prior calendar month per client.
Looping by Zapieror swap with your favorite app
3.Build HTML ticket summary
Integrate Formatter by Zapier and HTML templates to format ticket fields into a client-specific HTML summary.
Formatter by Zapieror swap with your favorite app
4.Deduplicate recipient list
Integrate Code by Zapier and data processing tools to deduplicate mapped contact emails into a distinct recipient array.
Code by Zapieror swap with your favorite app
5.Send resolved ticket email
Integrate Microsoft Outlook and email delivery to send the HTML summary to distinct recipients with the month in the subject.
Microsoft Outlookor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Jacob Sirrs, Marketing Operations Specialist
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