Zendesk
| With the Zendesk app in , you can manage the articles, comments, forum posts, groups, organizations, tickets, and users in your Zendesk account. |
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To use the Zendesk app in , you must have a Zendesk account.
To get started, you must first create a connection between Zendesk and , allowing the two services to communicate.
To create the connection, you need to:
Before you create the connection in , you should first obtain a Unique Identifier and Secret in your Zendesk account.
To obtain these values:
Log in to your Zendesk account.
In the left navigation menu, click Apps and integrations > APIs > Zendesk API.
Go to OAuth Clients and click Add OAuth Clients.
For Client name, enter a name.
For Unique identifier, you can use the default suggestion or you can change it. Copy the Unique Identifier value and store it in a safe place.
For Client Kind, select Confidential.
For Redirect URLs, enter the following: Make
Click Save.
A dialog box will open, advising you that the Secret value will only be shown once. Click OK.
Copy the Secret value and store it in a safe place.
Click Save.
You will use these values in the Unique Identifier and Secret fields in Make.
Once you have your Zendesk Unique Identifier and Secret, you're ready to create the connection in .
To create the connection:
Log in to your account, add a Zendesk module to your , and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Domain field, enter your Zendesk domain. You can find your Zendesk domain in your browser's address bar. Example: domain.zendesk.com.
In the Unique Identifier field, enter the Unique Identifier value copied above.
In the Secret field, enter the Secret value copied above.
Click Save.
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the Zendesk app in your . If you want to make changes to your connection in the future, follow the steps here.
The Zendesk app has instant modules—webhooks that watch for certain changes in Zendesk and immediately start your when those changes happen. To use these modules, you must set up the webhook in your Zendesk account.
To set up the webhook:
Add a Zendesk instant module to your and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
Select the corresponding connection for the webhook in the Connection field.
Click Save > Copy address to clipboard. You will use this link to set up your webhook in your Zendesk account.
Log in to your Zendesk account.
Click Apps and integrations > Webhooks.
Click Create webhook.
Choose Trigger or automation and click Next.
Enter a name for your webhook.
Enter the Endpoint URL that was copied from .
Choose your Request method, Request format, and Authentication type and click Create webhook.
Next, you will need to select a trigger or automation in the Admin Center. Click Add trigger and enter a name.
Choose a Category.
Set the conditions that are necessary for the trigger to run.
Under Actions, select Notify by > active webhook and then choose your new webhook that you just created. Click Create.
Return to the Webhooks page and click Finish setup.
Your webhook is now set up. When the selected change occurs in Zendesk, will immediately be notified and start your .
After connecting to the Zendesk app, you can use the following types of modules to build your .
You can look for Zendesk templates in Make's template gallery, where you'll find thousands of pre-created .