Send Selected Zendesk Attachments to Workist

Our customer uses Workist as the central destination for incoming documents. The challenge: files attached to Zendesk tickets should reach Workist without detours. To achieve this, we extended our Attachments Manager App with a preview and selection feature and built a direct connection to Workist.

Agents can see all ticket attachments (e.g., PDF, JPG) in the app, select exactly what they need, and send them to Workist with one click. The information is then processed further in Workist.
 
 

Target state

• End-to-end flow from request to storage in Workist

• Fewer manual steps, higher data quality

• In-ticket handling without switching tools

• Clear, auditable ticket history

Solution overview

• Attachment preview in the ticket: PDFs, JPGs, etc., listed clearly

• Granular selection: mark only the relevant files

• One click: “Send to Workist” transfers files, incl. metadata

• Processing in Workist: content is extracted and routed there

• Transparency: status/references can be documented in the ticket

In-ticket flow (UX)

Open the ticket → review attachments in the app → select desired files → “Send to Workist” → Workist processes them.

Results for our customer

• Continuity: a consistent path from Zendesk to Workist

• Time savings: significantly fewer manual handoffs

• Transparency: clear ticket history (who sent what, when)

• Data quality: structured transfer, clean storage in Workist

• Scalability: easy to add new file types and rules

Why Leafworks

• Deep Zendesk expertise and custom app development

• Clean, real-world workflows and integrations with Workist

• Lean implementation with a clear path to extend

Automate Zendesk attachment handling instead of filing manually?

Get in touch — we’ll find the solution that fits your Zendesk attachments and processes together.