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Zendesk is customer service and support ticket software.

With Zendesk you can offer excellent customer service for 24/7 support to help your customers answer their own questions. With Help Center you can build a knowledge base, community, and customer portal that fits in seamlessly with your brand in a matter of minutes.

For more information, see the Zendesk website.

 

Field (Account) Information

 

While configuring the Source or Destination of a Connection or a Shared Connection, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you specify the location from where the data is to be accessed. In this process, you enter the details of the application account, to grant permission for data access.

 

Specify the following information for Zendesk:

 



 

Field

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:

Client Secret

Client Secret to login to Zendesk. Retrieve this secret from Zendesk Admin Interface (Admin > API > OAuth Clients) as shown:


Triggers

A trigger (Source) specifies when a particular Connection or Shared Connection will start executing. While configuring the Source of a Connection or a Shared Connection, you find a Trigger drop down list. Select the required trigger type from this drop down list.  

When Zendesk is the source application, the following triggers are available:


Trigger

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. See https://support.zendesk.com/hc/en-us/articles/203661966-Creating-managing-and-using-groups

New OrganizationTriggers when you add an organization. See https://support.zendesk.com/hc/en-us/articles/203661976-Creating-managing-and-using-organizations
New TopicTriggers when you add or modify a topic. Topic is the subject of your ticket. See https://support.zendesk.com/hc/en-us/articles/203664406-Managing-community-content-in-the-Help-Center#topic_dqx_znw_3k
New TicketTriggers when you add or modify a ticket.
New UserTriggers when you add or modify a user.  See https://support.zendesk.com/hc/en-us/articles/203661986-Adding-end-users-agents-and-administrators

 

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Connection or a Shared Connection, you find an Action drop down list. Select the required Action type from this drop down list. 

When Zendesk is the destination application, the following actions are available:

Action

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. See https://support.zendesk.com/hc/en-us/articles/203663616-Setting-up-and-managing-your-Web-portal

Create ForumCreates 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 SubscriptionCreates 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 MembershipAdds a support agent to a group.
Create GroupCreates a group. Groups are used to manage organizations. See https://support.zendesk.com/hc/en-us/articles/203661966-Creating-managing-and-using-groups
Create ItemCreates an item. Dynamic content enables you to create standard, multi-language responses that can be re-used in macros, triggers, automations, and selected settings fields. For each dynamic content item, you can create a language variant for each language available in your Zendesk.
Create Organizational FieldAdds a custom field for organizations. See https://support.zendesk.com/hc/en-us/articles/203657596-Announcing-custom-user-and-organization-fields
Create OrganizationCreates 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 others tickets. This expands visibility of the organization's support issues and should reduce the number of duplicate tickets.
Create Organization SubscriptionCreates a subscription for an organization.  
Create Recipient AddressCreates a recipient address. This is the address to which support replies are delivered. There can be multiple recipient addresses for an organization.
Create RequestCreates 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 FieldAdds a custom field to tickets. See https://support.zendesk.com/hc/en-us/articles/203661496-Adding-and-using-custom-ticket-fields
Create TicketCreates 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  TopicCreates 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 FieldAdds a custom field to user profiles to store additional customer details. See https://support.zendesk.com/hc/en-us/articles/203662066-Adding-custom-fields-to-users
Create UserAdd a user to Zendesk. See https://support.zendesk.com/hc/en-us/articles/203661986-Adding-end-users-agents-and-administrators
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