Functionitem Zendesk Create Scheduled – Business Process Automation | Complete n8n Scheduled Guide (Intermediate)
This article provides a complete, practical walkthrough of the Functionitem Zendesk Create Scheduled n8n agent. It connects HTTP Request, Webhook across approximately 1 node(s). Expect a Intermediate setup in 15-45 minutes. One‑time purchase: €29.
What This Agent Does
This agent orchestrates a reliable automation between HTTP Request, Webhook, handling triggers, data enrichment, and delivery with guardrails for errors and rate limits.
It streamlines multi‑step processes that would otherwise require manual exports, spreadsheet cleanup, and repeated API requests. By centralizing logic in n8n, it reduces context switching, lowers error rates, and ensures consistent results across teams.
Typical outcomes include faster lead handoffs, automated notifications, accurate data synchronization, and better visibility via execution logs and optional Slack/Email alerts.
How It Works
The workflow uses standard n8n building blocks like Webhook or Schedule triggers, HTTP Request for API calls, and control nodes (IF, Merge, Set) to validate inputs, branch on conditions, and format outputs. Retries and timeouts improve resilience, while credentials keep secrets safe.
Third‑Party Integrations
- HTTP Request
- Webhook
Import and Use in n8n
- Open n8n and create a new workflow or collection.
- Choose Import from File or Paste JSON.
- Paste the JSON below, then click Import.
-
Show n8n JSON
Title: Automating CRM and Support Ticket Sync with n8n: Linking Zendesk Comments to Pipedrive Notes Meta Description: Learn how this n8n workflow seamlessly integrates Zendesk and Pipedrive, syncing support ticket comments as CRM notes. Ideal for teams needing centralized customer communication trails. Keywords: n8n workflow, Zendesk Pipedrive integration, CRM automation, customer support automation, n8n tutorial, Zendesk API, Pipedrive API, ticket synchronization, customer relationship management Third-Party APIs Used: - Zendesk API - Pipedrive API --- Article: ### Automating CRM and Support Ticket Sync with n8n: Linking Zendesk Comments to Pipedrive Notes In today’s fast-paced environment, siloed customer data can severely hinder the ability of teams to maintain cohesive customer relationships. Customer support teams work through Zendesk tickets, while sales reps live in Pipedrive. Without tight integration, valuable context from support conversations gets lost—ultimately impacting customer satisfaction and sales performance. This n8n workflow solves that disconnect. By automatically importing Zendesk ticket comments into corresponding Pipedrive contact notes, it streamlines support-to-sales collaboration. Here's how it works and what makes it an efficient and scalable automation setup. --- ### Workflow Overview This workflow is scheduled to run daily at 9:00 AM and performs the following high-level tasks: 1. ✅ Retrieves Zendesk tickets updated since the last run. 2. 📧 Filters tickets coming from email to ensure traceable sender addresses. 3. 🔍 Queries Pipedrive to find matching person records by email. 4. 🧠 Associates Zendesk tickets with their corresponding Pipedrive contact IDs. 5. 💬 Fetches Zendesk ticket comments. 6. ✍️ Transforms each comment into a structured note in the Pipedrive CRM. 7. 🕘 Updates the “last execution” timestamp to avoid reprocessing. Let’s break down the key stages. --- ### Triggered by Clockwork: Daily at 9 AM The process begins with a Cron node configured to trigger daily at 9:00 AM. This deterministic schedule ensures regular updates without the need for manual intervention. The very first custom node, “Get last execution timestamp,” checks for a stored runtime value. If it's the first time the workflow is run, it sets the current timestamp as the baseline. This timestamp becomes essential for determining which tickets need to be reviewed for updates. --- ### Filter and Match: Isolating Relevant Zendesk Tickets The workflow then queries Zendesk for support tickets (`Get tickets updated after last execution`) using the Zendesk API, filtering based on the last execution time and sorting newest first. The result is a slimmed-down collection of tickets that are newly updated. To ensure that person-to-ticket matching is viable, the workflow uses a conditional `Channel is email` node to retain only those tickets submitted via email—which includes a sender's email address necessary to match with Pipedrive. --- ### Removing Duplicates and Finding Matches in Pipedrive The extracted email addresses are collected, deduplicated (`Remove duplicates to make search efficient`), and used as search terms to find contacts in Pipedrive via the Pipedrive API (`Search persons by email`). Only relevant fields (like `id` and `primary_email`) are kept for efficiency, and a merge operation (`Add Pipedrive person Id to Zendesk tickets`) combines ticket and contact information, aligning records by email address. Any ticket that finds a matching Pipedrive person ID continues in the flow via the conditional node `Pipedrive person Id found`. --- ### Gathering and Parsing Zendesk Comments Next, the workflow sends HTTP requests to the Zendesk API (`Get Zendesk comments for tickets`) to pull detailed comment threads for each ticket. Comments are split out individually (`Split comments to separate items`) and evaluated to determine if they are new, based on the last workflow execution timestamp. Only freshly added comments are handled further. --- ### Writing Notes to Pipedrive Each valid comment from Zendesk is thoughtfully transformed into a note in Pipedrive (`Add comment as a note in Pipedrive`). The content of the note includes the author’s name, formatting, and the timestamped comment body, which helps in preserving conversation context accurately. Here’s the note format: ``` Message imported from Zendesk ------------------------------------------------ From [Sender Name] ------------------------------------------------ [Comment Body] ``` --- ### Workflow Housekeeping Once all comments have been processed through the `Process comments per ticket` and appropriately logged into Pipedrive, the node `Set new last execution timestamp` stores the current time. This ensures that the next run fetches only truly new and relevant records. --- ### Benefits of This Integration - ✨ Fully automated sync between customer support and sales tools. - 📚 Centralized customer interactions for enhanced visibility and follow-up. - 🧠 Reduced context-switching between departments. - ✅ Prevents duplication of work with timestamp-based filters. - 🔒 Maintains data integrity by syncing only new interactions. --- ### Final Notes The beauty of this n8n workflow lies in its ability to unify critical customer data streams in a no-code/low-code interface. With just a few thoughtfully chosen API integrations and intelligent logic, this automation bridges communication gaps—and gives both sales and support teams the full picture of customer interactions. If your team is juggling multiple platforms and losing context between support tickets and CRM data, this n8n workflow might be your next productivity upgrade. --- By leveraging the robust capabilities of n8n and third-party APIs like Zendesk and Pipedrive, you've created an automation that saves time, enhances data governance, and improves your customer experience.
- Set credentials for each API node (keys, OAuth) in Credentials.
- Run a test via Execute Workflow. Inspect Run Data, then adjust parameters.
- Enable the workflow to run on schedule, webhook, or triggers as configured.
Tips: keep secrets in credentials, add retries and timeouts on HTTP nodes, implement error notifications, and paginate large API fetches.
Validation: use IF/Code nodes to sanitize inputs and guard against empty payloads.
Why Automate This with AI Agents
AI‑assisted automations offload repetitive, error‑prone tasks to a predictable workflow. Instead of manual copy‑paste and ad‑hoc scripts, your team gets a governed pipeline with versioned state, auditability, and observable runs.
n8n’s node graph makes data flow transparent while AI‑powered enrichment (classification, extraction, summarization) boosts throughput and consistency. Teams reclaim time, reduce operational costs, and standardize best practices without sacrificing flexibility.
Compared to one‑off integrations, an AI agent is easier to extend: swap APIs, add filters, or bolt on notifications without rewriting everything. You get reliability, control, and a faster path from idea to production.
Best Practices
- Credentials: restrict scopes and rotate tokens regularly.
- Resilience: configure retries, timeouts, and backoff for API nodes.
- Data Quality: validate inputs; normalize fields early to reduce downstream branching.
- Performance: batch records and paginate for large datasets.
- Observability: add failure alerts (Email/Slack) and persistent logs for auditing.
- Security: avoid sensitive data in logs; use environment variables and n8n credentials.
FAQs
Can I swap integrations later? Yes. Replace or add nodes and re‑map fields without rebuilding the whole flow.
How do I monitor failures? Use Execution logs and add notifications on the Error Trigger path.
Does it scale? Use queues, batching, and sub‑workflows to split responsibilities and control load.
Is my data safe? Keep secrets in Credentials, restrict token scopes, and review access logs.