Zendesk to QuoteCloud field map
Which Zendesk fields go into a quote, which QuoteCloud events come back to the ticket, and the one field every return Zap depends on.
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Ticket details travel into the quote as data items and the recipient: ticket ID, subject, organization, assignee, requester name and email. QuoteCloud events come back as Zendesk comments (public or internal), a new status, group, tags and the signed PDF. Keep the ticket ID in a data item so return Zaps can find the ticket.
Last reviewed by the QuoteCloud team
Plinthwork's seat add-on quote PW-2451 with sample data: four data items filled by a Zap from Zendesk ticket 4182: Zendesk ticket 4182, Account Mossbank Health Partners, Request Add 15 seats for our second clinic, Account manager Priyanka Dutt.
Which Zendesk fields go where?
Every field the recipes on this site pass, grouped by Zap. Outlined kinds are written in Zendesk.
| Zendesk: Zendesk field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Quotes from tickets | |||||
| Requester email, name | Zendesk to QuoteCloud | Find or Create Contact | Contact field | dana.whitcombe@example.com · Dana Whitcombe |
|
| Organization | Zendesk to QuoteCloud | Company | Contact field | Mossbank Health Partners |
|
| Ticket ID | Zendesk to QuoteCloud | Zendesk ticket | Data item | 4182 |
The field every return Zap needs. |
| Subject | Zendesk to QuoteCloud | Request, and the title | Data item | Add 15 seats for our second clinic |
|
| Assignee name | Zendesk to QuoteCloud | Account manager | Data item | Priyanka Dutt |
|
| A custom ticket field you map | Zendesk to QuoteCloud | Price-table row quantity | Price-table column | 15 |
Only if the trigger's test data shows the field. |
| Comment body, public: No | QuoteCloud to Zendesk | Document reference | Internal note | Draft PW-2451 is ready for Priyanka to check and send. |
|
| Status on the ticket | |||||
| Search (Find Tickets) | QuoteCloud to Zendesk | Recipient email | Search value | sofia.marchetti@example.com, tag quote_sent, not solved |
|
| Comment body, public: No | QuoteCloud to Zendesk | Recipient name, viewed at, reference | Internal note | TT-Q-3317 first viewed by Sofia Marchetti |
|
| New Comment, public: Yes | QuoteCloud to Zendesk | Recipient first name, reference | Public reply | Thanks Sofia, TT-Q-3317 is signed. |
|
| New status | QuoteCloud to Zendesk | Fixed value | Ticket status | Solved |
|
| Repairs and call-outs | |||||
| File (Attach File to Ticket) | QuoteCloud to Zendesk | PDF link (Generate or Fetch Document PDF Link) | QF-R-0938 signed.pdf |
Use it in the same Zap: the link is short-lived. | |
| Group, Additional Tags | QuoteCloud to Zendesk | Fixed values | Ticket field | Workshop · repair_approved |
|
| Renewals and add-ons | |||||
| Requester Name, Requester Email | QuoteCloud to Zendesk | Recipient name, email | New ticket | Oliver Mendes · oliver.mendes@example.com |
|
| First Comment/Description, public: No | QuoteCloud to Zendesk | Document reference, title | Internal note | Renewal PW-R-2318 expired without a signature. |
|
| Tags, Priority | QuoteCloud to Zendesk | Fixed values | Tag | renewal, renewal_expired · High |
|
| Comments to tickets | |||||
| New Comment, public: No | QuoteCloud to Zendesk | Comment text, author, reference | Internal note | Comment on QF-L-1207 from Rebecca Webb: two batches of six? |
|
| New status | QuoteCloud to Zendesk | Fixed value | Ticket status | Open |
|
Field names vary with your Zendesk set-up and ticket forms; check each step's test data. All values are sample data.
The one field every return Zap needs
A Zap that starts in QuoteCloud can only write to Zendesk once it knows which ticket. The surest way is the ticket ID in a data item, filled by the quote Zap when the quote is drafted.
If your trigger's test data shows that data item, map it straight into the Ticket field. If it doesn't, or the quote was made by hand, search with Find Tickets on the requester's email and a tag.
When the Zap finds no ticketData items filled by the Zap
Zendesk ticket- 4182From Zendesk · Ticket ID
Account- Mossbank Health PartnersFrom Zendesk · Organization
Request- Add 15 seats for our second clinicFrom Zendesk · Subject
Account manager- Priyanka DuttFrom Zendesk · Assignee
Field types to watch
Public or internal
Every comment field has a public setting. Leave nothing to the default: set Yes or No in each step.
Tags add or replace
Update Ticket has Tags, Additional Tags and Remove Tags. Use Additional Tags to keep the tags the ticket already has.
PDF links expire
Generate or Fetch Document PDF Link gives a short-lived link: attach the file in the very next step.
Rows, not options
Create Document can add price-table rows you map. It never ticks optional lines or chooses content blocks.
Requesters by email
Match people on email: Find or Create Contact in QuoteCloud, Find a User or Requester Email in Zendesk.
Status values
Set statuses your Zendesk uses, such as Open, Pending and Solved, and test each one on a test ticket.
Map your own fields
QuoteCloud's Zapier app and custom data items are on the Essentials plan and up. Start a free 14-day trial and map your ticket fields into a test template.
Field map questions
Which Zendesk fields can fill a QuoteCloud quote?
Whatever the Zendesk trigger or search passes on, mapped into Create Document's data items, title and recipient. Typical ones are the ticket ID, subject, organization, assignee, and the requester's name and email. Custom data items are on QuoteCloud's Essentials plan and up.
Can ticket details become price-table lines?
Partly. Create Document can add price-table rows with a label, note, price and quantity you map, so a field such as a seat count can set a row's quantity if the trigger passes it. A Zap doesn't tick optional lines or choose content blocks; the customer does.
Why keep the Zendesk ticket ID in a data item?
So Zaps that start in QuoteCloud can write back to the right ticket without a search. If your trigger's test data shows the data item, map it into the Ticket field of Add Comment to Ticket or Update Ticket. Otherwise, search with Find Tickets.
Can a Zap change the ticket's group, assignee or tags?
Yes. Zendesk's Update Ticket on Zapier takes a group, an assignee, a status, tags, additional tags and tags to remove, as well as a comment, so one step can route the ticket and explain why.
More on QuoteCloud and Zendesk
Five use cases with the exact Zapier steps, then how to connect, test and what it costs.
- Turn Zendesk tickets into quotesTag a ticket asking for an upgrade or extra seats and a Zap drafts the quote, with an internal note when it's ready.
- See quote status on the Zendesk ticketViews as internal notes, the signature as a public reply, and the ticket solved when every signer has signed.
- Quote repairs and call-outs from Zendesk ticketsOut-of-warranty repairs and paid call-outs: the signed approval is attached to the ticket and handed to the workshop group.
- Renewals and add-ons from the help deskAn expired or lost renewal quote opens a ticket for account management, so support-led revenue isn't left in an inbox.
- Route quote comments to Zendesk ticketsA customer's comment on the quote lands on their ticket as an internal note and reopens it for the agent.
- Connect Zendesk to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Zendesk in Zapier, build the first Zap and choose internal or public.
- Test and troubleshoot the Zendesk ZapsTest on a ticket of your own, then fix the usual problems: no ticket found, a note posted publicly, a PDF link expired.
- What QuoteCloud with Zendesk can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Zendesk connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions support and account teams ask before connecting QuoteCloud and Zendesk.
Typed once, on the ticket.
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