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Zendesk Pending Ticket Follow-up System with Gmail, Google Sheets & ClickUp

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update 23 days ago

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Description

Automate Zendesk ticket follow-up management by fetching pending tickets daily, enriching and logging them into Google Sheets, creating ClickUp tasks for team reminders, and sending professional follow-up emails to customers. Keeps your support pipeline clean and ensures no pending tickets fall through the cracks. 🎫📊📧✅

What This Template Does

  • Triggers daily (Mon–Fri at 8 PM) to check Zendesk for pending tickets. ⏰
  • Filters only "pending" status tickets to reduce noise. 🔍
  • Formats ticket data with priority, age, and attention flags. 🧠
  • Logs all tickets into Google Sheets for reporting and analytics. 📊
  • Creates ClickUp tasks for team follow-up and accountability. 📋
  • Generates professional HTML follow-up emails grouped by customer. 🎨
  • Sends emails via Gmail with ticket details and next steps. 📧

Key Benefits

  • Ensures no pending Zendesk tickets are forgotten. ⏱️
  • Builds a historical log for analytics and audit trails. 🧾
  • Keeps your support team accountable with ClickUp tasks. ✅
  • Delivers personalized, branded follow-up emails to customers. 💡
  • Reduces manual effort in tracking and responding to tickets. 🔄

Features

  • Schedule Trigger – Runs Mon–Fri at 8:00 PM. 🗓️
  • Zendesk Integration – Fetches pending tickets automatically. 🎫
  • Smart Data Processing – Cleans descriptions, calculates age, flags urgent tickets. ⚡
  • Google Sheets Logging – Maintains a structured log with Ticket ID, URL, tags, status, etc. 📈
  • ClickUp Tasks – Automatically creates tasks per pending ticket. 📋
  • Email Generation – Groups tickets per customer, builds professional HTML follow-ups. 🎨
  • Gmail Delivery – Sends personalized follow-ups directly to customers. 📧

Requirements

  • n8n instance (cloud or self-hosted).
  • Zendesk API credentials with read access.
  • Google Sheets OAuth2 credentials with write access.
  • ClickUp API credentials for task creation.
  • Gmail OAuth2 credentials for sending emails.
  • Pre-configured Google Sheet for pending ticket tracking.

Target Audience

  • Customer support teams managing Zendesk tickets. 🎧
  • SaaS companies wanting automated follow-ups. 🚀
  • CS managers ensuring accountability in ticket handling. 🛠️
  • SMBs reducing customer wait time with proactive follow-ups. 🏢
  • Remote support teams needing automated reminders and logs. 🌐

Step-by-Step Setup Instructions

  • Connect Zendesk, Google Sheets, ClickUp, and Gmail credentials in n8n. 🔑
  • Update the schedule trigger (default: Mon–Fri at 8:00 PM). ⏰
  • Replace the Google Sheet ID with your pending ticket log sheet. 📊
  • Configure your ClickUp space/list IDs for task creation. 📋
  • Update email branding and sender address in the email generator. 🎨
  • Test with sample tickets to validate Sheets logging, ClickUp tasks, and Gmail delivery. ✅