Monday logo + Zendesk logo

Automate Monday & Zendesk

Stop paying for mismatched spreadsheets. Sync data between Monday and Zendesk in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Monday"]
        T1(["Any Column Value Changed in Board"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Zendesk"] A1(["Add Comment to Ticket"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Monday and Zendesk operate independently, project updates often fail to reflect in customer support tickets. For instance, if a project manager marks a task as complete in Monday, the support team may still see the task as pending in Zendesk. This discrepancy leads to customer service representatives manually checking Monday for updates, wasting valuable time and risking customer satisfaction due to outdated information. The manual entry of task statuses into Zendesk creates a high potential for errors, which can frustrate both the support team and customers.

Top Ways to Automate Monday & Zendesk

  • Automated Ticket Creation: Instantly convert project updates from monday.com into support tickets in Zendesk, ensuring that customer inquiries are addressed promptly and reducing manual entry errors.
  • Real-Time Status Updates: Automatically sync status changes from Zendesk tickets to monday.com boards, providing project managers with up-to-date information on customer issues and enhancing team collaboration.
  • Comprehensive Reporting: Generate unified reports that combine project progress from monday.com with customer support metrics from Zendesk, enabling data-driven decision-making and improving overall service delivery.

How to Build the Monday → Zendesk Sync

  1. In Monday, create a standard webhook that triggers on task status changes. Set the webhook to listen for the 'status_changed' event.
  2. Configure the webhook to send a payload containing the task ID, new status, and project name to your designated endpoint.
  3. On your server, set up an endpoint to receive the webhook payload. Extract the task ID, new status, and project name from the incoming request.
  4. Use the Zendesk API to POST the extracted data to the '/api/v2/tickets/{ticket_id}.json' endpoint, where {ticket_id} corresponds to the Zendesk ticket linked to the task in Monday.
  5. Ensure that the payload for the POST request includes the updated status in the correct format as specified in the Zendesk API documentation.

Developer Warnings & API Gotchas

  • Ensure that the task IDs in Monday correspond to the ticket IDs in Zendesk. A mismatch will result in updates being sent to the wrong tickets.
  • When sending the status update to Zendesk, be cautious of the expected data types; for example, if the status in Monday is 'Done', it must match the exact string expected by Zendesk.
  • Be aware that the Zendesk API may require additional fields in the payload, such as 'priority' or 'assignee', which must be included to avoid API errors.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Monday... Any Column Value Changed in Board
    Do this in Zendesk Add Comment to Ticket
  • When this happens in Monday... Board Columns - Dynamic
    Do this in Zendesk Add Tag(s) to Ticket
  • When this happens in Monday... Board Columns For Search - Dynamic
    Do this in Zendesk Attach File to Ticket
  • When this happens in Monday... Board Date Columns - Dynamic
    Do this in Zendesk Create Organization
  • When this happens in Monday... Board Dropdown Columns - Dynamic
    Do this in Zendesk Create Request

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I can see you're looking at mapping Monday to Zendesk. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?