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While configuring the Source or Destination of Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data. .
Click to add an account.
Specify the following information for Zendesk:
Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
Domain Name | The Zendesk domain from which the details are to be retrieved. |
| Client ID | Client ID to login to Zendesk. Retrieve this ID from Zendesk Admin Interface (Admin > API > OAuth Clients) as shown:
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| Client Secret | Client Secret to login to Zendesk. Retrieve this secret from Zendesk Admin Interface (Admin > API > OAuth Clients) as shown:
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Triggers
A trigger (Source) specifies when a particular Transaction will Transaction will start executing. While configuring the Source of a Transaction, you find a Trigger drop-down list. Select the required trigger type from this drop down listTemplate, you need to choose an event.
Following triggers are available for Zendesk at Source.
Trigger Name | Description |
|---|---|
New Group | Triggers when you add a group. Once you add an organization or a company, you can create various groups for the organization. For example, if you are managing technical support for Shark Industries (organization), you can create various groups - one each for HR, Finance, and Development. For more information, click https://support.zendesk.com/hc/en-us/articles/203661966-Creating-managing-and-using-groups |
| New Organization | Triggers when you add an organization. For more information, click https://support.zendesk.com/hc/en-us/articles/203661976-Creating-managing-and-using-organizations |
| New Topic | Triggers when you add or modify a topic. Topic is the subject of your ticket. For more information, click https://support.zendesk.com/hc/en-us/articles/203664406-Managing-community-content-in-the-Help-Center#topic_dqx_znw_3k |
| New Ticket | Triggers when you add or modify a ticket. |
| New User | Triggers when you add or modify a user. For more information, click https://support.zendesk.com/hc/en-us/articles/203661986-Adding-end-users-agents-and-administrators |
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An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a TransactionTemplate, you find an Action drop-down list. Select the required Action type from this drop down list.need to choose an action.
Following actions are available for Zendesk at Destination.
Action Name | Description |
|---|---|
Create Category | Creates a ticket or a forum category in the web portal. Depending on your forums and content, you might want to organize your forums into categories. You can have multiple categories in your Web portal, with multiple forums in each category. For more information, click https://support.zendesk.com/hc/en-us/articles/203663616-Setting-up-and-managing-your-Web-portal |
| Create Forum | Creates a forum in the web portal. Forums are collections of articles that might include news and announcements, knowledge base articles, community questions and comments, and frequently asked questions (FAQs). |
| Create Forum Subscription | Creates a forum subscription. When a person is subscribed to a forum, it means that they will be sent email copies of every subsequent post in that forum. |
| Create Group Membership | Adds a support agent to a group. |
| Create Group | Creates a group. Groups are used to manage organizations. For more information, click https://support.zendesk.com/hc/en-us/articles/203661966-Creating-managing-and-using-groups |
| Create Item | Creates an item. Dynamic content enables you to create a standard, multi-language responses that can be re-used in macros, triggers, automation, and selected settings fields. For each dynamic content item, you can create a language variant for each language available in your Zendesk. |
| Create Organizational Field | Adds a custom field for organizations. For more information, click https://support.zendesk.com/hc/en-us/articles/203657596-Announcing-custom-user-and-organization-fields |
| Create Organization | Creates an organization. Organizations are collections of your users (both end-users and agents). Each user can be added to only one organization. The use of organizations is optional, but by arranging your end-users into organizations you can keep track of what those organizations are requesting. You can also enable users within an organization to see each other's tickets. This expands the visibility of the organization's support issues and should reduce the number of duplicate tickets. |
| Create Organization Subscription | Creates a subscription for an organization. |
| Create Recipient Address | Creates a recipient address. This is the address to which support replies are delivered. There can be multiple recipient addresses for an organization. |
| Create Request | Creates a request. A request is an end user's perspective on a ticket. End-users can only see public comments and certain fields of a ticket. Use this API to let end-users view, update, and create tickets to which they have access. |
| Create Ticket Field | Adds a custom field to tickets. For more information, click https://support.zendesk.com/hc/en-us/articles/203661496-Adding-and-using-custom-ticket-fields |
| Create Ticket | Creates a support ticket. Tickets are the means through which your End-users (customers) communicate with Agents in Zendesk. Tickets can originate through a number of support channels: email, web portal, chat, phone call, Twitter, Facebook, and API. All tickets have a core set of properties. |
| Create Topic | Creates a forum topic. |
| Create Topic Subscription | Subscribes to a topic. When a person is subscribed to a topic, it means that they will be sent email copies of every subsequent post on that topic. A topic can span multiple forums. For example, a topic such as security could be present in a forum for a business application, and in a forum for operating systems. |
| Create User Field | Adds a custom field to user profiles to store additional customer details. For more information, click https://support.zendesk.com/hc/en-us/articles/203662066-Adding-custom-fields-to-users |
| Create User | Add a user to Zendesk. For more information, click https://support.zendesk.com/hc/en-us/articles/203661986-Adding-end-users-agents-and-administrators |