How to create a Zendesk ticket from new Airtable records
Set the Airtable trigger as "New record added"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
Click "Add trigger" and select "New record added" under Airtable. Then, select the specific table. This will allow your playbook to automatically detect new record added in Airtable and initiate necessary actions.
If this is your first time using a Airtable integration in Relay.app, you'll be prompted to connect your Airtable account.
Add the "Create ticket" in Zendesk automation
Integrate the Zendesk automation into your playbook to ensure the prompt creation of a new ticket for each new record added in Airtable.
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.
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 record added in Airtable by creating a corresponding 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.