What to Expect During Onboarding

ZenSync handles everything for you — from setup to automation. This article outlines what happens after you sign up so you know exactly what to expect.

Step 1: Welcome & Setup Form

After signing up, you’ll receive a Welcome Email with a link to your onboarding form.
This secure form collects the information we need to set up your workflow:

• Zendesk domain, admin email, and API token
  
• Jira URL, user email, and API token
  
• Slack credentials (bot or user — see this guide)
  
• Airtable or Google Sheet sharing (for Advanced and Pro only)
  

Don’t worry — all keys are handled securely and only used to set up your private scenario.

Step 2: Workflow Configuration

Once we receive your info, we’ll:

• Set up your Zendesk → Jira → Slack automation
  
• Add Airtable/Sheets logging if included in your tier
  
• Schedule your weekly Gmail report (Tier 3 only)
  
• Perform a test run and verify functionality
  

This process typically takes 1–2 business days.

Step 3: Confirmation & First Live Escalation

Once setup is complete:

• You’ll get an email confirming activation
  
• We’ll walk you through how to trigger your first real ticket escalation
  
• You’ll start receiving alerts/logs based on your tier (Slack, Airtable/Sheets, Gmail)
  

Optional: Customization & Adjustments

Want to change your ticket filter rules, Slack channel, or what data gets logged?
Just let us know — we’re happy to fine-tune your workflow anytime.

Need Help?

You can reach out anytime via our Support Page or email support@zensync.co — we’re here to make your workflow as effortless as possible.