Unify Automations
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Zendesk

Zendesk

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4 mins READ

Zendesk is a customer service platform that helps businesses manage support, sales, and customer engagement through email, chat, social media, and other channels. It provides tools to improve customer experiences, automate workflows, and analyze performance.

Integrating Zendesk streamlines customer support, enhances communication, and boosts team efficiency through centralized workflows and automation.

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Select a descriptive name for your connection, like "MyAppZendeskIntegration". This helps in easily identifying the connection within your application or integration settings.

  • Subdomain: Your Zendesk subdomain is part of your Zendesk URL. For instance, if your Zendesk URL is https://cname.zendesk.com, your subdomain would be cname. 

  • Authentication Type: Zendesk supports the following types of authentications

    • Basic

    • Auth Token

    • OAuth

Basic Authentication

  • Log in to your Zendesk account as an administrator.

  • Navigate to "Admin Center" and then "People" and then "Team Members".

  • Create a new agent or select an existing one.

  • Ensure that the agent has the necessary permissions for your integration.

  • Securely store the email address and password of the agent as they provide access to your Zendesk account.

Auth Token Based Authentication

  • Log in to your Zendesk account as an administrator.

  • Navigate to "Admin Center" and then "Apps and Integrations" and then "Zendesk API".

  • Allow access to Tokens and click to "Activate".

  • Now click on Add API token.

  • Click "Copy" and save the token securely as it provides access to your Zendesk account.

OAuth Based Authentication

  • Log in to your Zendesk account as an administrator.

  • Navigate to Admin Center and then Apps and Integrations.

  • Navigate to Zendesk API and then OAuth Clients.

  • Click the plus icon to add a new OAuth client.

  • Fill in the required information:

    • Client Name: A descriptive name for your application.

    • Description: Brief description of your integration.

    • Redirect URLs: The URL(s) where users will be redirected after authorization.

    • Scopes: Select the permissions your application needs.

  • Click Save.

  • Securely store the Client ID and Secret as they provide access to your Zendesk account.

Actions

ActionsDescription
Bulk update ticketsUpdate multiple tickets identified by their Zendesk IDs
Create articleCreates a new article record in Zendesk
Create custom object recordCreates a new custom object record in Zendesk
Create organizationCreates an organization in Zendesk
Create organization membershipAdd a user to an organization in Zendesk
Create side conversationCreates a side conversation in Zendesk
Create ticketCreates a ticket in Zendesk
Create userCreates a new user record in Zendesk
Delete custom object record by IDDelete a custom object record by ID in Zendesk
Delete ticketDeletes a ticket in Zendesk
Get agent statusGets the status of an agent in Zendesk
Get comments by ticket IDRetrieves list of comments by ticket ID from Zendesk
Get custom object recordGet details of a custom object record by ID in Zendesk
Get custom object records by external IDGet custom object records by external ID
Get custom record object by external IDGets custom object records by external ID in Zendesk
Get group by nameGets group by name in Zendesk
Get list of organizations by external IDGets list of organizations by external ID
Get list of tickets by external IDGet list of tickets by external ID
Get organization details by IDRetrieves organization details via its ID from Zendesk
Get ticket details by IDGets ticket details by its ID from Zendesk
Get user details by IDGets user details by its ID from Zendesk
List identities of userLists identities of users by ID in Zendesk
List ticket incidentsLists ticket incidents in Zendesk
Merge ticketsMerges tickets into target ticket in Zendesk
Search OrganizationSearches organizations matching the criteria in Zendesk
Search ticketsSearches tickets using query in Zendesk
Search user in an organizationSearches user in an organization
Search usersSearches users in Zendesk
Solve ticketUpdates the status of a ticket to solved via its ID in Zendesk
Update articleUpdates an article record in Zendesk
Update custom object recordUpdates a custom object record in Zendesk
Update organizationUpdates an organization in Zendesk
Update ticketUpdates a ticket in Zendesk
Update userUpdates a user record in Zendesk
Uploads attachmentUploads a file to a ticket in Zendesk

Triggers

TriggersDescription
Change of agent statusTriggers when an agent status is changed in Zendesk
New or update userTriggers when a user is created or updated in Zendesk
New or updated organizationTriggers when an organization is created or updated in Zendesk
New or updated recordsTriggers when records are created or updated in Zendesk
New or updated ticketTriggers when a ticket is created or updated in Zendesk
New organizationTriggers when a new organization is created in Zendesk
New ticketTriggers when a new ticket is created in Zendesk
New userTriggers when a new user is created in Zendesk