Zendesk Pending Ticket Follow-up System with Gmail, Google Sheets & ClickUp
Description Automate Zendesk ticket follow-up management by fetching pending tickets daily, enriching and logging them into Google Sheets, creating ClickUp tasks for team reminders, and sending professional follow-up emails to customers. Keeps your support pipeline clean and ensures no pending tickets fall through the cracks. π«ππ§β
What This Template Does Triggers daily (MonβFri at 8 PM) to check Zendesk for pending tickets. β° Filters only "pending" status tickets to reduce noise. π Formats ticket data with priority, age, and attention flags. π§ Logs all tickets into Google Sheets for reporting and analytics. π Creates ClickUp tasks for team follow-up and accountability. π Generates professional HTML follow-up emails grouped by customer. π¨ Sends emails via Gmail with ticket details and next steps. π§
Key Benefits Ensures no pending Zendesk tickets are forgotten. β±οΈ Builds a historical log for analytics and audit trails. π§Ύ Keeps your support team accountable with ClickUp tasks. β Delivers personalized, branded follow-up emails to customers. π‘ Reduces manual effort in tracking and responding to tickets. π
Features Schedule Trigger β Runs MonβFri at 8:00 PM. ποΈ Zendesk Integration β Fetches pending tickets automatically. π« Smart Data Processing β Cleans descriptions, calculates age, flags urgent tickets. β‘ Google Sheets Logging β Maintains a structured log with Ticket ID, URL, tags, status, etc. π ClickUp Tasks β Automatically creates tasks per pending ticket. π Email Generation β Groups tickets per customer, builds professional HTML follow-ups. π¨ Gmail Delivery β Sends personalized follow-ups directly to customers. π§
Requirements n8n instance (cloud or self-hosted). Zendesk API credentials with read access. Google Sheets OAuth2 credentials with write access. ClickUp API credentials for task creation. Gmail OAuth2 credentials for sending emails. Pre-configured Google Sheet for pending ticket tracking.
Target Audience Customer support teams managing Zendesk tickets. π§ SaaS companies wanting automated follow-ups. π CS managers ensuring accountability in ticket handling. π οΈ SMBs reducing customer wait time with proactive follow-ups. π’ Remote support teams needing automated reminders and logs. π
Step-by-Step Setup Instructions
Connect Zendesk, Google Sheets, ClickUp, and Gmail credentials in n8n. π Update the schedule trigger (default: MonβFri at 8:00 PM). β° Replace the Google Sheet ID with your pending ticket log sheet. π Configure your ClickUp space/list IDs for task creation. π Update email branding and sender address in the email generator. π¨ Test with sample tickets to validate Sheets logging, ClickUp tasks, and Gmail delivery. β
Related Templates
Instagram Full Profile Scraper with Apify and Google Sheets
πΈ Instagram Full Profile Scraper with Apify and Google Sheets This n8n workflow automates the process of scraping ful...
Technology News Workflow Explanation with Key Services
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Auto-Publish Techn...
Auto-classify Gmail emails with AI and apply labels for inbox organization
Who is this for? Professionals and individuals who receive high volumes of emails, those who want to automatically organ...
π Please log in to import templates to n8n and favorite templates
Workflow Visualization
Loading...
Preparing workflow renderer
Comments (0)
Login to post comments