Workflows within minutes simply navigate to the templates page click on the filter option and search for type form click on the app and you will now see a.
List of templates that feature integrations between typeform and other useful apps to narrow down the search results you can add another filter for example to filter for zendesk.
We will click to select this template which aims to help us create a scenario that will retrieve new records from a typeform form and create new tickets in zendesk.
Setting up typeform scenarios requires at least one test submission so the scenario can see the actual items coming from your typeform form so you can map these items in the zendesk module later.
By step on how to create this scenario i will now show you how to get ready for the test submission first i will select the type form which i want to monitor for new submissions.
I will leave the zendesk module configuration as is for now second i'll set up a temporary filter between the two modules the goal is to make sure the test submission does not.
Reach the zendesk module as it could end up with a failure for that i will set up a temporary filter looking for a equals b logically this condition will never be.
Met thus the test run will not pass through this filter while the type 4 module captures the test submission which means that scenario will learn about the items coming from your.
Typeform form and that's what we're after at this point now i'm done with setting up my temporary filter the next step at this stage is to press the run once button so.
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The scenario starts listening for the - Make Automate
Test typeform submission i can now head over to my type form form and make the test submission my typeform form is asking for a ticket subject a.Description and for a priority so i will just fill out this information and submit the form i can now head back to the scenario where i can see the result of the test.
Submission as you can see the scenario learned about the items coming from our form and now you are free to use the answers for mapping we can now open the zendesk module and start mapping the.
Answers from the type form so i'll go ahead and finish the mapping in this zendesk module and press the ok button now we simply need to remove the temporary filter.
Our scenario is now ready and can be turned on so it can start passing your type form submissions as new tickets to zendesk as soon as they arrive you can also make another test.
Submission to see your scenario in action without the temporary filter so let's just try that first i will press the run once button again and then i will head over to the.
Form i will fill it out and submit i can head back to my scenario and see how it processes the submission as you can see the scenario was successfully.
Executed and a new ticket was created in zendesk and just like that a time-consuming task has been fully automated with integromat for all future submissions in your typeform but that's.
Just the beginning you can extend your scenario even further and add as many modules as you want to automate a bigger part of your workflow for example imagine you would also like.
To receive a notification about the new
Form submissions on slack you can simply add slack into the scenario just like this similarly as with zendesk you can map.The form submission answers so they also get passed to slack as a new message alternatively if you wish to automate a new process you can build a new scenario from scratch by clicking on the create.
New scenario button in your dashboard or simply pick another one of our predefined templates from the template library the possibilities with integromat are literally endless.
So what are you waiting for sign up for a free integromat account today and take your workflow automation to the next level thank you for watching and happy.
