Zendesk + Sage Intacct

Add customer details to private comment to ticket in Zendesk for Sage Intacct customers

Triggers on new tickets in Zendesk. When there's a matching customer in Sage Intacct for the customer writing in, the Zap adds a private comment in the Zendesk ticket with a URL to the customer's info in Sage Intacct

Triggers on new tickets in Zendesk. When there's a matching customer in Sage Intacct for the customer writing in, the Zap adds a private comment in the Zendesk ticket with a URL to the customer's info in Sage Intacct

  1. When this happens...
    ZendeskZendesk
    New Ticket

    Triggers when a new ticket is created. Optionally select an organization.

    TriggerPolling
  2. automatically do this...
    Sage IntacctSage Intacct
    Find Customer

    Finds a customer based on search criteria.

    ActionSearch
  3. then do this!
    ZendeskZendesk
    Add Comment to Ticket

    Add a Comment to an existing Ticket.

    ActionWrite
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Supported triggers and actions

    • TagsRequired

    Trigger
    Polling
    Try It
    • Organization

    Trigger
    Polling
    Try It
    • Ticket (Required for non-admins)

    Trigger
    Polling
    Try It
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zendesk logo

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

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sage-intacct logo
sage-intacct logo

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting