How to automatically create a new Zendesk ticket for an upcoming event in Calendly

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Event upcoming" under Calendly. Then, select details like the event type and when to start the run. Then, select the necessary details. This will allow your playbook to automatically detect the upcoming 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.

Integrate the Zendesk automation into your playbook to ensure the prompt creation of a new ticket in Zendesk when there's an upcoming event on Calendly.

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.

Activating your playbook is the final step to automate the creation of a new ticket in Zendesk. Once turned on, it will respond to an upcoming event in Calendly by creating a new ticket in Zendesk 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.