Integrations / CRM
Connect Zendesk to WhatsApp: tickets, users and tags by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Zendesk once, then ask Flann to look things up in it or get work done in it, by text or voice note. Customer records are only as good as their last update. With Zendesk connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.
451 actions in Zendesk. 262 only look things up, and 189 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Zendesk
Send any of these on WhatsApp, in your own words. Flann finds the right Zendesk action and fills in the details from the conversation.
“Show me my tickets in Zendesk.”
“Find ticket triggers in Zendesk.”
“Show me my ticket tags in Zendesk.”
“Create a ticket in Zendesk.”
“Create many tickets in Zendesk.”
“Delete the ticket tags in Zendesk.”
What Flann can work with in Zendesk
Zendesk gives Flann 451 actions across 113 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Tickets | createimportdeletecountlook upmark | 18 |
| Users | createdeletecountlook upsearchupdate | 13 |
| Tags | updatecreatedeletelook upcountadd | 10 |
| Dynamic content items | createdeletelook upupdate | 6 |
| Deletion schedules | createdeletelook upupdate | 5 |
| Trigger categories | createdeletelook upupdate | 5 |
| Attachments | uploaddownloadlook upupdate | 4 |
| Subscriptions | createdeletelook up | 4 |
There are three ways to get tickets work done in Zendesk. Side by side:
| Compare | Opening ZendeskLog in, find it, do it | A rules toolRuns the steps you wired up | Zendesk through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about tickets | Filters and searches you run yourself | Only the look-ups someone built | 262 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 189 changes, made from a message |
| Zendesk records | All of them, one screen at a time | Only the ones you wire up | 113 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Zendesk |
YesPartlyNo
Step by step: Zendesk jobs you can hand to Flann
Each step below names the Zendesk action Flann actually runs.
Create a ticket from a voice note
- You message Flann on WhatsApp: “Create a ticket in Zendesk with these details.”
- Flann runs
List Tickets From Viewin Zendesk and shows you what it found. - Flann runs
Create Many Zendesk Ticketsin Zendesk. - Flann creates it in Zendesk and confirms in the chat.
Fix a user without opening Zendesk
- You message Flann on WhatsApp: “Change the user in Zendesk: here is what is different.”
- Flann runs
List Organization Usersin Zendesk and shows you what it found. - Flann runs
Update Many Usersin Zendesk. - Flann makes the change in Zendesk and confirms in the chat.
Clean up tags you no longer need
- You message Flann on WhatsApp: “Which tags in Zendesk are out of date? Remove the ones I confirm.”
- Flann runs
List Tagsin Zendesk and shows you what it found. - Flann runs
Delete Organization Tagsin Zendesk. - Each removal is confirmed in the chat.
Repetitive Zendesk work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Zendesk. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Zendesk, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Zendesk. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Zendesk.”
Pulling every task and callback due today from Zendesk, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Zendesk
- Open Connectors in Flann and choose Zendesk.
- Sign in to your Zendesk account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Zendesk whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Zendesk. You can disconnect Zendesk from Connectors at any time.
Ways to use Zendesk with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Zendesk: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in Zendesk have not heard from you in a week. It lists them and drafts the follow-up for each.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Zendesk in a few lines you can read in a queue.
Everything Flann can do in Zendesk
The full list of Zendesk actions available to Flann once you connect it.
Looks up 262
- Download Attachment
- Get Attachment
- Get User
- Get User's Assigned Tickets
- Get User's CC'd Tickets
- Get User's Followed Tickets
- Get User's Requested Tickets
- List Tickets
- List Users
- Search Zendesk
- Apply Zendesk Macro Preview
- Autocomplete Organizations
- Autocomplete Problems
- Autocomplete Users
- Check Host Mapping Validity for Existing Brand
- Count Activities
- Count Custom Object Records
- Count Deleted Users
- Count Groups
- Count Organization Tickets
- Count Organization Users
- Count Satisfaction Ratings
- Count Tags
- Count Ticket Audits
- Count Ticket Comments
- Count Ticket Fields
- Count Tickets in View
- Count Tickets in Views
- Count User Assigned Tickets
- Count User CCD Tickets
and 232 more
Changes 189
- Merge Users
- Add Organization Tags
- Bulk Delete Soft-Deleted Zendesk Tickets
- Bulk Delete Zendesk Automations
- Bulk Delete Zendesk Custom Object Triggers
- Bulk Delete Zendesk Group Memberships
- Bulk Delete Zendesk Macros
- Bulk Delete Zendesk Organization Memberships
- Bulk Delete Zendesk Organizations
- Bulk Delete Zendesk Suspended Tickets
- Bulk Delete Zendesk Users
- Bulk Delete Zendesk Views
- Bulk Import Tickets
- Bulk Unregister Push Notification Devices
- Create Access Rule
- Create Automation
- Create Bookmark
- Create Custom Object Bulk Job
- Create Custom Object Record
- Create Custom Object Record Attachment
- Create Custom Ticket Status
- Create Deletion Schedule
- Create End User Identity
- Create Many Dynamic Content Variants
- Create Many Organization Memberships
- Create Many Zendesk Tickets
- Create Many Zendesk Users
- Create Object Trigger
- Create Or Update Many Users
- Create Or Update Organization
and 159 more
More CRM apps Flann works with
Common questions
What can Flann do with tickets in Zendesk?
Flann can create, import, delete, count and look up tickets in Zendesk, using 18 actions (Create Many Zendesk Tickets, Import Zendesk Ticket, Create Zendesk Ticket, Delete Zendesk Ticket and more). Looking up runs straight away and changes nothing. The other actions create or change tickets in Zendesk.
What can Flann do with users in Zendesk?
Flann can create, delete, count, look up and search users in Zendesk, using 13 actions (Create Many Zendesk Users, Create Zendesk User, Delete Zendesk User, Count Users by Group and more). Looking up runs straight away and changes nothing. The other actions create or change users in Zendesk.
How does Flann connect to Zendesk?
Open Connectors in Flann, choose Zendesk and sign in to your Zendesk account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 451 actions in Zendesk.
Can I use Zendesk from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Zendesk for you. You do not need to open Zendesk.
Does connecting Zendesk cost extra?
No. Zendesk is included in every Flann plan, along with every other app Flann connects to.