Connect Zendesk with Meets
Connect Zendesk with Meets to scale and automate your operations.
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Automate Zendesk and Meets with Pluga integrations
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Zendesk and Meets
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Check out the available triggers and actions in the automation of apps Zendesk + Meets
New created user
For each new user created on Zendesk
Name
Telephone
Location
User Tags
Creation date/time
User organization
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Ticket inserted into a view
When a new ticket is inserted in a certain view on Zendesk
id
Type
Subject
Description
Priority
Status
Tags
Creation date
Creation time
Requestor Name
Applicant Email
Requesting telephone number
Requesting Location
Name Organization
Name of assignee
Lost opportunity
For each lost opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on Meets
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create ticket
create a new ticket in Zendesk
subject Required
Applicant's name Required
Requestor's email Required
Applicant's telephone number
description Required
Ticket Tags
Assigned
Select type
Select priority
Select status
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on Meets
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin selection mode
Origin
Origin
City
State
Search Tickets
Search tickets on Zendesk
Search mode
Search filters
Search string
No tickets found?
Result limit
Get ticket history
Get ticket history on Zendesk
Ticket ID Required
Boost this flow in your workflow
With Pluga, you connect Zendesk + Meets to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "When a new ticket is inserted in a certain view on Zendesk".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Meets and what Pluga should run automatically at each step. Example: "register an opportunity on Meets"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Zendesk
SupportConnect Zendesk to 133+ apps with Pluga and turn your work into a productive machine. Turn every ticket into a task for the team, register customer contacts automatically, keep each customer’s history up to date and notify your team at the right moment.
Meets
CRMConnect Meets to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
