Zendesk

dialnote's Zendesk integration is on the way: see what's planned and how to create Zendesk tickets from finished calls today using Zapier.

dialnote's Zendesk integration is on the way. When it ships, you'll be able to connect your Zendesk account and turn calls into support tickets automatically, attach recordings and AI summaries, and match callers to existing Zendesk users — without app-switching.

What's planned#

  • Ticket creation — completed calls, missed calls, and voicemails logged as Zendesk tickets
  • Transcript and recording attachments — review calls right from the ticket
  • AI summary sync — each call's summary and action items added as an internal note
  • Contact matching — callers matched to Zendesk users by phone number

Connect Zendesk today#

You don't have to wait. dialnote can send call events to Zendesk right now. Both options need API access or webhooks, which are on the Business and Pro plans.

Zapier (no code)

  1. Go to Settings → API Keys and create an API key to sign in to dialnote from Zapier
  2. In Zapier, create a Zap with dialnote as the trigger, then pick New Call Log (fires when a call ends) or New Call Recording (fires when a recording is ready)
  3. Choose Zendesk as the action and select Create Ticket or Update Ticket
  4. Map the call fields — direction, duration, transcript summary, and contact — to the right ticket fields
  5. Turn it on, and calls start flowing into Zendesk

Custom webhooks

  1. Go to Settings → Webhook Management and add a webhook endpoint
  2. Point it at a small middleware service (like a serverless function) that calls the Zendesk API
  3. Under Events to send, tick the events you want: Call logs (call.completed), Call recordings (call.recording.completed), Inbound SMS, Inbound MMS, or Notes (note.created)
  4. Your middleware reshapes the dialnote payload into Zendesk's ticket format

What's next#

The full list of tools dialnote connects to is on the integrations page.