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Connect Pennylane to Zendesk

Name: Pennylane to Zendesk Integration
Availability: InStock

Automate workflows and sync data between Pennylane and Zendesk with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Pennylane & Zendesk?

Intelligent Automation Workflows

Leverage 3 available triggers from Pennylane to execute 24 targeted actions in Zendesk automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Pennylane and Zendesk perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Pennylane and Zendesk for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Pennylane

Triggers (3)

New Billing Subscription Created

Emit new event when a billing subscription is created.

polling

New Customer Created

Emit new event when a customer is created.

polling

New Customer Invoice Created or Imported

Emit new event when a new invoice is created or imported.

polling

Actions (4)

Create Billing Subscription

Creates a billing subscription for a customer. See the documentation.

Create Customer

Creates a new customer in Pennylane. See the documentation

Create Customer Invoice

Generates a new invoice for a customer using Pennylane. See the documentation

List Customer Id Options

Retrieves available options for the Customer Id field.

Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling

New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling

New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling

New Ticket (Instant)

Emit new event when a ticket is created

webhook

New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook

New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook

Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook

Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook

Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook

Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.