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Streamline receivables: Auto-log Chaser emails as Zendesk tickets

Streamline receivables: Auto-log Chaser emails as Zendesk tickets

Managing accounts receivable isn’t just about chasing payments — it’s about giving every team the visibility they need to stay aligned and act fast.

When finance teams use Chaser to automate invoice follow-ups, and support or customer success teams live in Zendesk, things can fall through the cracks. Conversations get stuck in inboxes. Updates are missed. And customers might get inconsistent answers.

That’s why Chaser now integrates with Zendesk — so every payment reminder, follow-up, or customer reply is automatically logged as a ticket, right where your team already works.

 

Log receivables emails and replies as Zendesk tickets

 

Why email auto-logging matters

Your finance team is chasing unpaid invoices with Chaser. Your support team is handling customer queries in Zendesk. But unless those systems talk to each other, support agents are often left guessing:

  • Has the customer already been reminded to pay?
  • Did they promise a payment date?
  • Was there a recent dispute?

Without that context, tickets take longer to resolve — and the customer experience suffers.

Chaser’s Zendesk integration solves this. It copies all receivables emails sent through Chaser — including reminders and replies — into Zendesk as individual support tickets. That means everyone sees the full picture, without switching tools.

 

How it works

Once set up, Chaser will automatically forward every outgoing receivables email to your Zendesk help desk. Each email appears as a ticket, with:

  • The full message content
  • Any attachments
  • A delivery timestamp
  • Association with the correct customer email

No more forwarding messages manually. No middleware. No dev time. Just smart, synced communication.

 

How to set it up

Setup is quick and completely code-free. 

 

Step 1: Get your Zendesk support address

In Zendesk, go to Settings > Channels > Email, and copy your support email address (e.g., support@yourcompany.zendesk.com).

 

Step 2: Paste it into Chaser

In Chaser, go to Manage > Sending > Email Logging. Paste your Zendesk support address into the CC field.

 

For full instructions, visit help center guide.

 

Key benefits for your business

 

One source of truth

Every payment follow-up is now visible in Zendesk — no more searching inboxes or asking for forwarded emails. Everyone stays informed, in real time.

 

Faster issue resolution

Support agents can instantly see the latest collections activity — like overdue reminders or promised payment dates — and respond accordingly, without waiting on finance.

 

Fewer internal handoffs

Because the right context is already available in Zendesk, your support team can resolve more issues independently. That means less back-and-forth, and a smoother customer experience.

 

Stronger audit trail

Every ticket is saved with full content, attachments, and timestamps. This gives your business a complete record for compliance, dispute resolution, or internal review.

 

No code, no stress

This is a plug-and-play integration — no APIs, no developer resources needed. Just copy, paste, and you’re good to go.

 

Real-world examples

 

Scenario 1: A support ticket comes in — but the customer is overdue

The support agent sees in Zendesk that Chaser sent two reminders in the past week. Instead of escalating to finance, they can respond confidently, referencing the exact email sent.

 

Scenario 2: A customer disputes a late fee

Support checks Zendesk and finds the original Chaser reminder was sent on time, with a PDF invoice attached. The dispute is closed quickly — no digging required.

 

Scenario 3: Finance is out of office

A support agent handles a billing question during a colleague’s vacation. All recent follow-ups from Chaser are logged in Zendesk, so nothing is missed.

 

Get started today — and start saving time

 

Chaser’s Zendesk integration is available now to all users with email integration enabled. Setup takes minutes, and the impact is instant.

Ready to simplify your collections process, reduce admin, and empower your support team?

 

Start your free trial of Chaser.

 

No more searching through inboxes, manually forwarding emails, or waiting for updates from the finance team. Learn more about Zendesk email logging.

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