general information casino world zendesk

You can't automate anything else until this is working. If this does not work, use your support chat with zendesk/tymeshift/qbo to fix it. Confirm that it shows up in QBO and that the employee is billable and that an invoice does get generated. Configure Break/Fix Invoice creation on ticket closure for non-managed clients Next we need to get those time entries into quickbooks.ĭisclaimer: I have not gotten this 100% working because integration is in beta Free plan is one user, user can have an alert play on his cell phone when a visitor his the site, you can stalk visitor and see what they click, You can send a pop-up chat to them or wait for them to chat with you.Īt this point you should have a good number of quickbooks clients in zendesk, you can create tickets and put time entries on those tickets. TymeShift is $10/mo or $8/mo annual per tech with the QBO integrationįollow the wizard to setup your chat, do the free version, don't tell your customers about it, just use it for sales.Īssuming you have a wordpress site, use the following plugin to inject the code into the header of each page: The essential plan won't let you run apps from the zendesk marketplace. Skip this step if you are going to downgrade to the Essential ($5/mo) plan. There are lots of apps that do timesync, however I think this one looks the most promising for quickbooks/freshbooks invoice automation. The $5/mo version of Zendesk has unlimited API calls, but is throttled to 10 per minute. The Workato free does 100 records a month Error log will show you the ones that didn't sync because you failed to put a contact name in Quickbooks. Use this app to sync up your quickbooks contacts with ZenDesk. Make your zendesk trial account and do all the basic stuff to get the OOBE complete.

I am hoping a few people who are more experiened with Zendesk can help me fill in some gaps in this setup. I am not an expert in Zendesk, but am trying to learn this tools per the feynman technique. Also we want to have as much billing automation as possible. Target Audience: Small MSP shop that does very little bench work, can't suffer the high price or time commitments of a full PSA ticketing system.

General information casino world zendesk