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Zendesk - Create PDF, Word, Excel Documents
Zendesk can be connected with Documentero to automatically generate documents from customer support data. When new tickets, comments, or articles are created in Zendesk, Documentero can pull that information into templates and produce .docx, .pdf, or .xlsx files. This helps teams create reports, summaries, and records without manual copy-pasting. The integration works through API, Zapier, Make, n8n, or Power Automate.
Zendesk
Documentero
Triggers
Watch Article Comments — Checks whether new comments were added to an article.
Watch Articles — Checks whether new articles were created.
Watch Ticket's Comments — Triggers when a new ticket's comment is created.
Watch Forum Posts — Checks whether new forum posts were created.
Watch Forum Post Comments — Checks whether new comments were added to a forum post.
Watch Groups — Checks whether new groups were created.
Watch Organizations — Checks whether new organizations were created.
Watch Ticket Activity — Checks whether there are new audits (activity) on a ticket.
Watch Tickets — Checks whether new tickets were created.
Watch Tickets in a View — Checks whether new tickets were created in a view.
Watch Users — Checks whether new users were created.
Watch Views — Checks whether new views were created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zendesk using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zendesk using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Zendesk tickets
Create Excel logs of Zendesk ticket activity for management reviews
Export Zendesk forum posts into formatted documents
Generate customer feedback reports from Zendesk article comments
Build onboarding documents when new Zendesk users are added
Produce PDF summaries of Zendesk organization data
Create weekly ticket overview reports from Zendesk views
Export Zendesk group creation events into structured .docx files
Generate audit reports whenever Zendesk ticket activity occurs
Automatically create documentation from Zendesk trigger events
How you can use Zendesk + Documentero
Ticket Summary Reports
Generate a PDF report every time a new Zendesk ticket is created, including ticket details and customer information.
Customer Feedback Logs
Automatically compile new article comments from Zendesk into a .docx document for internal review.
Support Activity Records
Create an .xlsx file that logs ticket activity and audits whenever changes occur in Zendesk.
Forum Post Archives
Export new forum posts and comments into a formatted PDF for knowledge base documentation.
User Onboarding Reports
When a new user is created in Zendesk, automatically generate a welcome report or onboarding checklist in .docx format.
Setup Guides
Zapier Tutorial: Integrate Zendesk with Documentero
- Create a new Zap in Zapier.
- Add Zendesk to the zap and choose one of the triggers (Watch Article Comments, Watch Articles, Watch Ticket's Comments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zendesk trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zendesk with Documentero
- Create a new scenario in Make.
- Add Zendesk to the scenario and choose one of the triggers (Watch Article Comments, Watch Articles, Watch Ticket's Comments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zendesk trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Zendesk with Documentero
- Create a new workflow in n8n.
- Add Zendesk to the workflow and choose one of the triggers (Watch Article Comments, Watch Articles, Watch Ticket's Comments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zendesk trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Zendesk with Documentero
- Create a new flow in Power Automate.
- Add Zendesk to the flow and choose one of the triggers (Watch Article Comments, Watch Articles, Watch Ticket's Comments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zendesk trigger.
- Test and save your flow.
