With the Clubhouse - Zendesk integration, you can associate Zendesk tickets to new or existing Clubhouse Stories, search for Clubhouse Stories, associate tickets from other help desk and bug tracker tools, and filter for views on which Clubhouse Stories are linked to external tickets.
Linking Zendesk Tickets to Existing Clubhouse Stories in Zendesk
To link Zendesk tickets to existing Clubhouse Stories:
1) Click "Link Existing Story" in the Zendesk apps sidebar
2) In the new dialog, search for the Clubhouse Story by name or Story Number.
3) Once you've identified the Story you'd like to link, select by clicking, and press the "Link to Story" button.
Clicking on any linked Story from the Zendesk UI will take you to the Story in Clubhouse.
Linking Zendesk Tickets to Clubhouse Stories in Clubhouse
If you wish to link a Zendesk ticket to a Clubhouse Story from the Clubhouse UI:
1) copy the ticket URL in Zendesk
2) open the right Story in Clubhouse
3) click "Add External Ticket"
4) paste the ticket URL into the empty field
5) Click the "Link to Story" button
Linking Other External Tickets to Clubhouse Stories
While the integration was built to support Zendesk for now, we do also offer logo support for several other help desk and error tracking systems, when associated links are manually added to a Clubhouse Story. We provide this support for the following systems:
- JIRA Servicedesk
- JIRA Projects
For all other links, we use the generic ticket icon.
Linking Tickets to New Clubhouse Stories in Zendesk
To link Zendesk tickets to new Clubhouse Stories:
1) Click "Create Story" in the Zendesk apps sidebar
2) In the new dialog, Add Story details and click "Create Story"
The newly created Story will be linked to the Zendesk ticket that is open.
Filtering Clubhouse Stories for External Tickets
Understanding which Stories have external tickets associated with them can better help you set priorities. To view these Stories, just open the Quick Filters menu in the Stories sidebar and then select "Has external tickets".
By default, all Story cards with Zendesk tickets will display the number of associated tickets by ticket tracker type on the outside of the card.