CRM and Sales tools
Zendesk Sunshine
24 min
zendesk is a customer service platform offering tools for support, messaging, and workflow automation integrating zendesk with make com lets users automate ticket creation, update customer records, and sync support data across other business tools this is ai generated content based on official zendesk sunshine documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www zendesk com/platform/ directly requirements to use the zendesk sunshine app in make, you must have an active zendesk account which can be a free trial or a sponsored developer account, https //www zendesk com/platform/ for subscription, refer to the https //www zendesk com/platform/ connect zendesk sunshine and {{product name}} to get started, you must first create a connection between zendesk sunshine and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your zendesk sunshine account create the connection in make obtain your oauth2 credentials in your zendesk sunshine account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your zendesk sunshine account to obtain your oauth2 credentials navigate to the zendesk admin center click on the apps and integrations panel click on the apis section select zendesk api from the available api options click on the oauth clients tab click the add oauth client button enter your application name and a unique identifier as prompted enter the callback uri https //www integromat com/oauth/cb/zendesksunshine click the save or create button to generate the oauth client copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer zendesk com/documentation/api basics/authentication/using oauth to authenticate zendesk api requests in a web app/ create the connection in {{product name}} https //www make com/en/register , add the zendesk sunshine module to your {{scenario singular lowercase}} , 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 enter the authentication credentials you copied from your zendesk sunshine account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zendesk sunshine modules after connecting to the zendesk sunshine app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a relationship record creates a new record that links two related entities create a relationship type creates a new type of relationship between entities create an object record creates a new record for a specified object in your application create an object type creates a new custom object type within your application create or update a profile creates a new profile or updates (overwrites) an existing one if a profile with the same source, type, identifier type, and identifier value already exists delete a profile deletes the user profile associated with the specified profile id delete a relationship record deletes a specific relationship record from the system delete a relationship type deletes a specified relationship type from your system delete an object record deletes a specified object record from your database or application delete an object record by external id deletes a specific object record using its external id as a reference delete an object type deletes a specified object type from your account get a profile fetches a user profile using either a specific profile id or a search query based on an identifier get a relationship record fetches a specific relationship record from the system get a relationship type fetches detailed information about a specific relationship type get an object record fetches the details of a specific object record from your database or application get an object type retrieves detailed information about a specific object type from your account list object records retrieves all records belonging to a specified object type from your database or application list object types fetches all custom object types associated with your account list related object records retrieves all records that are linked to a specified object record through a particular type of relationship list related relationship records retrieves records that show the connections of a chosen relationship type for a specific object record list relationship records fetches all records associated with the specified type of relationship list relationship types retrieves a list of all relationship types associated with your account list a user's or profile's events fetches all activity events associated with a specific zendesk user or sunshine profile list a zendesk user's profiles fetches detailed profile information for a specific user in zendesk make an api call executes a custom api request to the connected service using your authorized credentials track a profile event saves a specific event to the selected user profile update object type alternative updates a specific object type, making it easier for users to manually edit its details update a profile updates an existing user profile by either partially modifying specific fields (patch) or completely overwriting all profile information update an object record updates the details of a specific object record in your database update an object record by external id updates a specific object record in your system using its external id as a reference update an object type updates a specified object type with new or modified data, ideal for use in data mapping scenarios validate your object types checks and confirms whether a specified object matches the required type templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zendesk sunshine resources you can have access to more resources related to this app on the following links https //www zendesk com/platform/ https //developer zendesk com/rest api/docs/sunshine/introduction https //www make com/en/integrations/zendesk sunshine