ShareFile + Zendesk

Create tickets in Zendesk for new files in ShareFile

Easily manage your customer service with this efficient workflow. When a new file is added in ShareFile, a ticket is generated in Zendesk. This process streamlines your file tracking and customer support, ensuring quick and consistent responses to each issue.

When this happens...
New File
Triggers when a new file is added to the chosen folder.
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

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
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- FolderRequired
- DescriptionRequired
- Note NameRequired
Action
Write
- Parent FolderRequired
- NameRequired
- Description
Action
Write
- FolderRequired
- FileRequired
Action
Write
New Group
Triggers when a new group is created.
Trigger
Polling
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- ViewRequired
Trigger
Polling
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- Tags
Trigger
Instant
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- Who can view suspended tickets
Trigger
Polling
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- Organization
Trigger
Polling
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New View
Triggers when a new view is created.
Trigger
Polling
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- 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

- FolderRequired
Trigger
Polling
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- FolderRequired
- URL NameRequired
- UrlRequired
- Description
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Company
- PasswordRequired
- Can Reset PasswordRequired
- Can View SettingsRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TagsRequired
Trigger
Polling
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- Organization
Trigger
Polling
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New Organization
Triggers when a new organization is created.
Trigger
Polling
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- Ticket (Required for non-admins)
Trigger
Polling
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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 ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

Related categories

Content & Files

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

Similar apps

ShareFile + Zendesk

Create tickets in Zendesk for new files in ShareFile

New Client

Add Note

Create Folder

Upload File

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

New File

Add URL

Create Client User

API Request (Beta)

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 ShareFile

Related categories

About Zendesk

Related categories

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