Zendesk has done major changes in the last few months to their app, including the way they integrate with other apps. In consequence, we’ve updated and improved the Planbox integration with Zendesk, so that you can seamlessly use both applications together.
Functionalities in Planbox
- Creating an item from a Zendesk ticket
- Syncing file attachments in an item linked to a Zendesk ticket
- Searching for items linked to a Zendesk ticket
- Update Zendesk ticket statuses
Functionalities in Zendesk
- Creating a Planbox item from a Zendesk ticket
- Assign the item to different iterations in Planbox
- Access a Planbox item from the Zendesk ticket its linked to
The Old Planbox Widget in Zendesk
The old Planbox integration (known as the Planbox Widget) will continue to work in the Classic version of Zendesk, until Zendesk stops supporting its classic version. However, on the Planbox side, we’ve stopped updating the old widget, since we’ve launched the new Planbox App in the new Zendesk.
Once you switch to the new Zendesk, all your tickets previously linked with Planbox items will continue to function normally. no worries! So why wait? Switch to the new Zendesk now to starting using the integration with all the new functionalities.
Getting Started for new Zendesk users
If you are new to Zendesk, you will first need to create a Zendesk account for your organization. Once logged into your Zendesk account, you can install the Planbox app from the Zendesk Apps Marketplace located in the Manage Cog.
From your Planbox account, you will need to go to your initiative’s Manage Page. Under the Features section, make sure that you have the Zendesk integration enabled.
For detailed instructions, please consult the Zendesk Integration Support section.
Tags: customer service, planbox add-on, zendesk, zendesk add-on, zendesk integration
