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Enterprise use case · Salesforce + Zendesk + Jira + Microsoft 365

Customer support escalation

Support escalations are copied between tools and account teams find out last. Support issues reach engineering with context, and customers and account teams stay informed.

Systems involved

What each system contributes

Salesforce

73 actions

  • Cases12
  • Accounts10

Trigger source: Salesforce (SOQL polling)

Zendesk

52 actions

  • Tickets13
  • Organizations10
Jira

36 actions

  • Issues15

Trigger source: Jira

Microsoft 365

45 actions

  • Teams16
  • Emails14

Trigger source: Microsoft Teams

Architecture

One governed run

Trigger: Salesforce SOQL pollIntegration: Zendesk + SalesforceRules + CodeHuman ApprovalSystem Action: JiraAudit

How it starts: Salesforce SOQL polling or a Zendesk webhook starts the run. Jira starts the return leg.

Step by step

How the process runs

  1. 01

    Case

    Salesforce cases and Zendesk tickets are read.

  2. 02

    Escalate

    A Jira issue is created with context.

  3. 03

    Update

    Jira status returns to the case and ticket.

  4. 04

    Inform

    Account teams are notified in Teams or email.

Control

Human decision and exception path

Human decision

A support lead confirms escalation into engineering.

Exception path

  • Unknown products route to triage.
  • Write failures are retried.
  • Loop protection avoids echo updates.

Evidence

What gets audited

  • Case and ticket.
  • Escalation decision.
  • Jira issue.
  • Notifications.

Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.

Sovereignty and deployment

Related

Patterns, connectors and next steps

FAQ

Questions about this use case

Does Nexus replace any of these systems?
No. Each system keeps its own records. Nexus runs the process between them and records each decision.
How does the run start?
Salesforce SOQL polling or a Zendesk webhook starts the run. Jira starts the return leg.
What if a step is not covered by a pre-built action?
It runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.

Use case review

Discuss this use case

Bring your version of the process. We will map the systems, approvals and evidence it needs.