CRM and Sales tools
Zendesk Sunshine
23 min
zendesk’s resolution platform provides ai powered tools for customer and employee support, unifying data and automating service workflows integrating zendesk with make com lets users automate ticket creation, update statuses, and sync customer data across multiple support channels 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/contact/ directly requirements to use the zendesk sunshine app in make, you must have a verified zendesk account and either an api token or an oauth access token, 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 settings > account in the zendesk chat dashboard click the api tab click add api client enter your application information as prompted enter the callback uri https //www integromat com/oauth/cb/zendesksunshine click create api client copy the client id displayed in the modal copy the client secret displayed in the modal 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/live chat/getting started/auth/ 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 together 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 the system create an object type creates a new 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 removes the user profile associated with the provided profile id from the system delete a relationship record removes a specific relationship record from the system delete a relationship type removes a specified relationship type from your system delete an object record deletes a specific record from an object in your database or application delete an object record by external id deletes a specific object record from your system using its external id as a reference delete an object type removes 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 your database or 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 the system get an object type fetches detailed information about a specific object type list object records fetches all records belonging to a specified object type list object types fetches all custom object types associated with your account list related object records fetches all records that are linked to a specified object through a particular type of relationship list related relationship records retrieves all records of a particular relationship type that are linked to a specified object record list relationship records fetches all records associated with the specified type of relationship list relationship types fetches the different types of relationships associated with your account list a user's or profile's events fetches the activity history or event records associated with a specific zendesk user or sunshine profile list a zendesk user's profiles fetches detailed profile information for a specific zendesk user make an api call executes a custom api request to the connected service using your authorized credentials track a profile event adds a specific event to a selected user profile update a profile updates an existing user profile by either partially modifying specific fields or completely overwriting all profile information update an object record updates the details of a specific object record in your system 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 specific object type, making it easier to map and manage data fields 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