Q: I’d like to know more about the GUIDEcx Zendesk integration.
A: Per Jeff Johnson, Technical Services Manager:
Our integration with Zendesk is great for keeping your team in Zendesk and the team in GUIDEcx in sync. Instructions for downloading and turning on the integration available in our knowledge center at:
Zendesk integration features:
- Zendesk ticket creation:
- When a task note is added in GUIDEcx, that includes the hashtag #Zendesk, a ticket is created in Zendesk
- Bi-directional syncing of comments:
- When a note is added to the task in GUIDEcx, a comment is created on the Zendesk ticket
- When a comment is added to the ticket in Zendesk, a note is created on the GUIDEcx task
- Status syncing:
- Ticket status updates in Zendesk are synced back to GUIDEcx, updating the task status
- Alert the GUIDEcx project manager when their customer opens a Zendesk ticket
- Automatically detect which project the customer user is on and send an alert to the PM via Slack or Email
Regards,
Jeff
