The email address of your contact (required)

The mobile/cell phone number for your contact (optional). If you omit this field, your campaign will use the email address only.

Select the campaign from Cloutly. Leave this field blank if you do NOT want to auto-add this contact to a review campaign.

First name of the contact to add to this campaign

Last name of the contact to add to this campaign. This is not used in campaign messages, and is only important if you wish to keep more accurate data in your Cloutly contacts list.

Use this field if you don't have individual first and last name options.

Pass an optional reference to attach to this review and contact in Cloutly.

Configure this field with your sales rep's email. Required if you want to attach a Sales Rep from the source system to a User in Cloutly.

Name of your business or location you are sending from

This field should be a string containing an array of objects. Each object represents a contact with fields 'name' and 'phoneNumber'.
i.e [{name: *contactName1*, phoneNumber: *contactNumber1* }]

Phone number must include international code (i.e +61)

Cloutly automatically follows-up with contacts who do not open or click on your review invite.

When do you want to send an automatic reminder?

Cloutly is a review management tool that helps you collect, respond to and showcase your online reviews.

Cloutly

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Select the tag(s) you wish to watch for. The trigger will fire when any of these tags are added to a ticket. In cases of multiple tags selected, the trigger will only fire when all the tags are present.

You will need to create a **descending** by ID "view" in Zendesk with **no** grouping and select it here. [Click here to learn more!](https://zapier.com/apps/zendesk/help#how-to-create-a-zendesk-custom-view)

Select the tag(s) you wish to watch for changes. If you do not select a tag, the trigger will fire for any new tag added.

Suspended tickets can be viewed by:
• Admins and agents in custom roles with permission to manage suspended tickets on Enterprise plans
• Unrestricted agents on all other plans

Choose the ticket to watch for activity (audits). Shows recent tickets. This field is required if you are not a Zendesk admin.

Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit [the Zendesk docs](https://support.zendesk.com/hc/en-us/articles/203663226#topic_rvz_afv_uc).

ID of the ticket for which to retrieve comments.

Search by Ticket ID: This method retrieves the ticket directly and provides immediate, up-to-date information. 

 Search API Query: This method searches across all tickets but may not immediately reflect recent updates. There can be a delay of 10-30 seconds before new or modified tickets appear in search results.

Select the way you want to search for the ticket. This defaults to searching by API Query.

Write a search string to determine how we'll look up the group in Zendesk. For more information, visit [the Zendesk docs](https://support.zendesk.com/hc/en-us/articles/203663226#topic_wcx_ifv_uc).

ID of the ticket for which to retrieve the last comment.

Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit [the Zendesk docs](https://support.zendesk.com/hc/en-us/articles/203663226#topic_gok_ffv_uc).

Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit [the Zendesk docs](https://support.zendesk.com/hc/en-us/articles/203663226#topic_crj_yev_uc).

Write a search string to determine how we'll look up the user in Zendesk. For more information, visit [the Zendesk docs](https://support.zendesk.com/hc/en-us/articles/203663226#topic_rvz_afv_uc).

Note: the assignee must be in the default group (or specific group selected below) else an error will occur.

You can add emails of non-Zendesk users here as Collaborators.

To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.

To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.

If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.

If selected, this will set the form to render for this ticket. _Note: this is only applicable for Zendesk enterprise accounts._

Note: Only for Zendesk customers on plans with multi-brand support. More info [here](https://www.zendesk.com/product/pricing/)

An id you can use to link Zendesk Support tickets to local records

A comma separated list of emails to add as CC. Note: Email CCs will not be updated if an internal comment is also added while creating the ticket

You can only attach files when a comment is added to a ticket.

*Must* be unique. Zendesk does not allow duplicate organizations with the same name.

In this field you can store any details about the organization. e.g. the address

In this field you can store any notes you have about the organization.

Comma-separated list of tags you want to apply to the new organization.

Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").

A unique external id, you can use this to associate organizations to an external record.

New tickets from users in this organization are automatically put in this group.

End users in this organization are able to see each others tickets.

End users in this organization are able to see each others comments on tickets.

*Must* be unique. Zendesk does not allow duplicate users with the same email address.

In this field you can store any notes you have about the user.

Phone number for this user (format: +1 (555) 123-4567).

Comma-separated list of tags you want to apply to the new user.

Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.

Specify if you know this user is who they say they are?

When True is selected for Permanent Deletion, all user information is immediately deleted for GDPR compliance. This information is not recoverable. When False is selected, user can be [seen/deleted in Admin Center](https://support.zendesk.com/hc/en-us/articles/4408821737498-Deleting-end-users#:~:text=end%20user%20again.-,Permanently%20deleting%20an%20end%20user,-After%20deleting%20a) for another 30 days. The deletion is still irreversible and the user cannot be restored.

Permanently deletes all user information immediately for GDPR compliance.

**WARNING: Testing this action with live data will result in actual deletion of user data.**

A list of tags to remove from the ticket. Select a tag from the list, or use a custom value.

Public comments are visible to the end-user. Setting no will create an internal note instead of a comment.

Defaults to "Plaintext/Markdown" if a new Comment is provided and this field is blank.

A list of tags to add to the ticket.Select a tag from the list, or use a custom value.

Choose which organization to update. Looked up by ID.

Options: "true" or "false". End users in this organization are able to see each others tickets.

Options: "true" or "false". End users in this organization are able to see each others comments on tickets.

Choose which ticket to update. Looked up by ID.

The new status. Options: "new", "open", "pending", "hold", "solved", "closed".

Options: "problem", "incident", "question", "task".

A comma separated list of tags. Note: This will overwrite the existing tags. To add or remove tags, use the "Additional Tags" or "Remove Tags" fields

A comma separated list of tags to add to the ticket. Note: This field will not overwritte existing tags 

A comma separated list of tags to remove from the ticket.

Choose which user to update. Looked up by ID.

Select “Yes” to [stop this Zap step](https://help.zapier.com/hc/en-us/articles/20505304170637-Review-Zap-run-statuses#h_01HD20969HPZ01ENM30NQR79X5) if the app returns an error and enable automatic authentication refresh. Select “No” to run the Zap step regardless of errors. Learn more about [API Request action error handling](https://help.zapier.com/hc/en-us/articles/12899473501453#h_01JKRBY68EDXBB1V817DSTRZ0N).

Requests can only be made to domains associated by this application. Read more about [API Request Setup](https://help.zapier.com/hc/en-us/articles/12899607716493).

Any parameters added to a URL will be URL-encoded and appended to the request URL to pass additional data to the API request.

These headers and values will be applied to the request in addition to any headers created as part of authentication. Authentication headers are added automatically.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

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

Connect Zendesk to Zapier to streamline and organize your customer interactions so you can focus on providing the best customer experience. Use Zapier to automatically take care of manual work like adding tickets to your team's project management app or creating tickets from form entries.

Here are some creative ways to use Zendesk and Zapier:

 Pull all your customer input into Zendesk so your team can find all feedback in one place. Turn Gmail emails, Typeform entries, and Twitter mentions into Zendesk tickets on the fly.

 Keep your team in the loop. When there's a new commit on your GitHub or GitLab issues, update corresponding Zendesk tickets.

 Maintain a complete list of customers in Zendesk by piping new customers from Chargify into Zendesk new users.

Zendesk

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Help Scout

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Freshdesk

HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!

HappyFox

When you receive negative reviews (3 stars or fewer) via Cloutly, this template creates Zendesk tickets for your team to action. This allows you to respond to customer concerns faster, striking while the iron is hot and never missing the opportunity to catch a bad review and resolve it.

Cloutly + Zendesk + Filter by Zapier

Create Zendesk tickets for new negative reviews in Cloutly

Supported triggers and actions

New Review Received

Only continue if...

Start Review Invite Campaign

About Cloutly

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About Zendesk

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About Filter by Zapier

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