- How to create new Zendesk tickets when a Google Sheet is added to a folder
- 1. Set the Google Sheets trigger as "Spreadsheet added to folder"
- 2. Add the "Create ticket" in Zendesk automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Zendesk and Google Sheets
- Related blog posts
- More how-to guides featuring Zendesk and Google Sheets
How to create new Zendesk tickets when a Google Sheet is added to a folder
Set the Google Sheets trigger as "Spreadsheet added to folder"
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 "Spreadsheet added to folder" under Google Sheets. Then, select the parent folder where spreadsheets are added. This trigger will automatically detect all the Google Sheets spreadsheets added to a specific folder and trigger necessary actions.
If this is your first time using a Google Sheets integration in Relay, you'll be prompted to connect your Google Sheets 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 Google Sheets spreadsheet added in a specific folder.
Select "Add step," then locate the "Create ticket" automation for Zendesk and input the mandatory and relevant details.
If your Zendesk account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay 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 any Google Sheets spreadsheet added to a specific folder 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.