Zendesk Integration

Video Tutorial

Text Description

To activate the Zendesk integration in MeisterTask, click the ( i ) button next to the project title either on the dashboard or on your project board and switch to the Power-ups tab.

NotificationsForm_2019-02-06_13.45.13.png

Now click the blue Add button next to the Zendesk integration to start connecting your project to Zendesk.

Specify your custom Zendesk domain and select a section of your project that will receive the assigned tickets (e.g. Bugs).

Click on Install to authenticate and install the MeisterTask app on Zendesk.

A MeisterTask app will now be installed to your Zendesk agent interface:

Create Tasks from Zendesk

Click Create Task in order to create a task from an incoming ticket.

You will be presented with a dialog where the ticket information is already included and where you can add additional information to the task:

Task Dialog

When the task gets completed the ticket will automatically be updated with an internal note for the assigned agent and pop up in the agent interface.

Tip

If you want to connect Zendesk with more than one project board, you can do that using Automations.