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 authenticationsBasic
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 Centerand thenApps and Integrations.Navigate to
Zendesk APIand thenOAuth 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 IDand Secret as they provide access to your Zendesk account.
Actions
Actions | Description |
| Update multiple tickets identified by their Zendesk IDs |
| Creates a new article record in Zendesk |
| Creates a new custom object record in Zendesk |
| Creates an organization in Zendesk |
| Add a user to an organization in Zendesk |
| Creates a side conversation in Zendesk |
| Creates a ticket in Zendesk |
| Creates a new user record in Zendesk |
| Delete a custom object record by ID in Zendesk |
| Deletes a ticket in Zendesk |
| Gets the status of an agent in Zendesk |
| Retrieves list of comments by ticket ID from Zendesk |
| Get details of a custom object record by ID in Zendesk |
| Get custom object records by external ID |
| Gets custom object records by external ID in Zendesk |
| Gets group by name in Zendesk |
| Gets list of organizations by external ID |
| Get list of tickets by external ID |
| Retrieves organization details via its ID from Zendesk |
| Gets ticket details by its ID from Zendesk |
| Gets user details by its ID from Zendesk |
| Lists identities of users by ID in Zendesk |
| Lists ticket incidents in Zendesk |
| Merges tickets into target ticket in Zendesk |
| Searches organizations matching the criteria in Zendesk |
| Searches tickets using query in Zendesk |
| Searches user in an organization |
| Searches users in Zendesk |
| Updates the status of a ticket to solved via its ID in Zendesk |
| Updates an article record in Zendesk |
| Updates a custom object record in Zendesk |
| Updates an organization in Zendesk |
| Updates a ticket in Zendesk |
| Updates a user record in Zendesk |
| Uploads a file to a ticket in Zendesk |
Triggers
Triggers | Description |
| Triggers when an agent status is changed in Zendesk |
| Triggers when a user is created or updated in Zendesk |
| Triggers when an organization is created or updated in Zendesk |
| Triggers when records are created or updated in Zendesk |
| Triggers when a ticket is created or updated in Zendesk |
| Triggers when a new organization is created in Zendesk |
| Triggers when a new ticket is created in Zendesk |
| Triggers when a new user is created in Zendesk |
