Guide

How to create a new Zendesk ticket from an event in Calendly

Want to seamlessly manage your customer inquiries related to Calendly events in Zendesk? This integration offers a straightforward solution. When an event is scheduled in Calendly, the Relay.app swiftly generates a new ticket in Zendesk. This streamlined process ensures that customer support is promptly alerted to relevant inquiries, saving time and ensuring a prompt response to customer needs.
Calendly logoCalendly > Zendesk
Trigger
Last triggered
Calendly logoEvent scheduled
Zendesk logoCreate ticket
1

Set the Calendly trigger as "Event scheduled"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Event scheduled" under Calendly automation. Then, select the necessary details. This will allow your playbook to automatically detect scheduled event in Calendly and initiate necessary actions.

If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create ticket" in Zendesk automation

Integrate the Zendesk automation into your playbook to ensure the prompt creation of ticket from Calendly event.

Click the "Add step" button, then locate the "Create ticket" automation for Zendesk and input the mandatory and relevant details.

If your Zendesk account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Zendesk account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new ticket in Zendesk. Once turned on, it will respond to new event scheduled in Calendly by creating a corresponding Zendesk ticket without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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