Documentation

Create Your First Zap

Add a trigger or action to setup your first Zapier automation

As an example we are going to create a Zap that sends you a Slack message whenever a new Ticket is created in your HelpSpace Workspace.

  1. First you need to login to your Zapier Account and create a new Zap.

  2. Then you need to select a Trigger. Search for HelpSpace and click on continue.

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  1. Select a trigger that will start your automation.

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  1. Select your previously added HelpSpace Account. (Go to Connect to Zapier if you don't see any accounts in there.)

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  1. Select the section you want to watch for new tickets. They represent the same sections as you can see in your HelpSpace inbox.

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  1. Now you can test your new trigger.

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  1. If everything is working you can create the action that should run when the trigger get's triggered. We select Slack for now in order to send us a new message.

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  1. Select a slack event. Choose "Send Direct Message" for now since we want to receive a new notification once a new ticket arrives.

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  1. Select your connected Slack account.

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  1. Now you can configure all the nitty gritty details of how the slack message should look like. You can leave most of this as it is, just enter a "Message Text" and select your name in the "To Username" dropdown field.

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  1. That's about it! You can now test your Action.

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  1. Last but not least you need to Turn on your new Zap.

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