Zendesk

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Zendesk

Overview

The Zendesk connector for Bizagi is available for download at Bizagi Connectors Xchange.

Through this connector, you will be able to connect your Bizagi processes to an account at Zendesk services, in order to use its API for your online ticket subsite.

For more information about this connector's capabilities, visit Bizagi Connectors Xchange.

 

Before you start

In order to test and use this connector, you will need:

1.Bizagi Studio previously installed.

2.This connector previously installed, via the Connectors Xchange as described at https://help.bizagi.com/platform/en/index.html?Connectors_Xchange.htm, or through a manual installation as described at https://help.bizagi.com/platform/en/index.html?connectors_setup.htm

3.An account at www.zendesk.com, with a registered subdomain (e.g https://[your_subdomain].zendesk.com/).

 

Configuring the connector

In order to configure the connector (i.e its authentication parameters), follow the steps presented at the Configuration chapter in https://help.bizagi.com/platform/en/index.html?connectors_setup.htm

For this configuration, consider the following authentication parameters:

Authentication method: Custom.

User_Name: The credentials to log in to your Zendesk subdomain site (as a service account).

Password: The password for that credential.

 

 

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note_pin

Notice that in order to be able to submit new tickets via API services, you will need to make sure your account allows for the use of username and passwords credentials (as set at https://[your_subdomain].zendesk.com/agent/admin/api) and that your registered customer accounts are authorized as well (as set at https://[your_subdomain].zendesk.com/agent/admin/customers).

 

Using the connector

This connector features 34 available methods to use Zendesk via its API.

To learn overall how/where to configure the use of a connector, refer to https://help.bizagi.com/platform/en/index.html?Connectors_Studio.htm.  

When using the connector, make sure you consider the following details for the available methods.

 

Create new ticket

This method allows you to create a new ticket on behalf of a customer registered in your Zendesk subdomain, while assigning it to a support engineer.

 

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To configure its inputs, consider:

Requester_name: The submitter's name in the new ticket.

Requester_email: The submitter's e-mail address in the new ticket.

Subject: The main header of the new ticket.

Comment: The detail posted in the new ticket.

Assignee_id: The id of the user who will be initially assigned to the new ticket.

 

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To configure its outputs, consider mapping:

 

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Get ticket

Obtain a specific ticket.

 

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To configure its inputs, consider:

id: ID of the ticket you want to obtain.

 

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To configure its outputs, consider mapping:

 

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Update ticket

Modify a ticket's information.

 

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To configure its inputs, consider:

id: ID of the ticket you want to modify.

Requester_name: The submitter's name.

Requester_email: The submitter's e-mail address.

Subject: The main header of the ticket.

Comment: The detail posted in the ticket.

Assignee_id: The id of the user who will be assigned to the ticket.

Status: Status of the ticket.

 

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To configure its outputs, consider mapping:

 

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Delete ticket

Deletes a specific ticket.

 

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To configure its inputs, consider:

id: ID of the ticket you want to delete.

 

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To configure its outputs, consider mapping:

 

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List tickets

Obtains a list of all the tickets.

 

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To configure its outputs, consider mapping:

 

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List recent tickets

Obtains a list of the tickets recently viewed by the requesting agent.

 

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To configure its outputs, consider mapping:

 

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List suspended tickets

Obtains the list of suspended tickets.

 

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To configure its outputs, consider mapping:

 

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Create request

Creates a new request.

 

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To configure its inputs, consider:

Requester_name: name of the request's submitter.

Requester_email: email of the request's submitter.

subject: subject of the request.

comment: additional comments of the request.

 

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To configure its outputs, consider mapping:

 

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Get request

Obtain a specific request.

 

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To configure its inputs, consider:

id: ID of the Request to obtain.

 

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To configure its outputs, consider mapping:

 

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List ticket metrics

Obtains a list of tickets with their metrics.

 

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To configure its outputs, consider mapping:

 

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Get ticket metrics

Obtain a specific ticket's metrics.

 

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To configure its inputs, consider:

id: ID of the Ticket whose metrics you wish to obtain.

 

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To configure its outputs, consider mapping:

 

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List ticket metric events

Obtains a list of metric events of the ticket that occurred on a given time interval.

 

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To configure its inputs, consider:

unixTime: Unix time (number of seconds elapsed since the midnight of January 1st 1970) from which you want to obtain the events. The time interval is from the this provided parameter until the moment of the service invocation.

 

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To configure its outputs, consider mapping:

 

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Get suspended tickets

Gets a specified suspended ticket.

 

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To configure its inputs, consider:

id: ID of the suspended ticket you wish to retrieve.

 

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To configure its outputs, consider mapping:

 

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Delete suspended tickets

Deletes a specified suspended ticket.

 

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To configure its inputs, consider:

id: ID of the suspended ticket you wish to delete.

 

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To configure its outputs, consider mapping:

 

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Create identity

Add a new identity to a user profile.

 

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To configure its inputs, consider:

user_id: User ID of the user to whom you wish to add the identity.

type: type of the identity. Its possible values are:

oemail

oX

ofacebook

ogoogle

ophone_number

oagent_forwarding

osdk

value: The actual information of the identity (e.g. the actual email).

 

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To configure its outputs, consider mapping:

 

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Update identity

Modify an identity of a user.

 

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To configure its inputs, consider:

user_id: User ID of the user whose identity you wish to modify.

id: ID of the identity to modify.

value: The actual information of the identity (e.g. the actual email). Bear in mind that X identities cannot be modified.

 

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To configure its outputs, consider mapping:

 

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Delete identity

Delete a user's identity.

 

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To configure its inputs, consider:

user_id: User ID of the user whose identity you wish to delete.

id: ID of the identity to delete.

 

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To configure its outputs, consider mapping:

 

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List identities

Obtains a list of identities.

 

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To configure its inputs, consider:

user_id: User ID of the user whose identities you wish to obtain.

 

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To configure its outputs, consider mapping:

 

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Create user

Creates a new user.

 

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To configure its inputs, consider:

name: Assign a name to the new user.

email: New user's email.

phone: New user's phone number.

 

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To configure its outputs, consider mapping:

 

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Get user

Obtains information about a specific user.

 

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To configure its inputs, consider:

id: ID of the user whose information you wish to retrieve.

 

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To configure its outputs, consider mapping:

 

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Update user

Modify a specific user's information.

 

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To configure its inputs, consider:

id: ID of the user whose information you wish to modify.

name: New name for the user.

email: New email for the user.

phone: New phone for the user.

 

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To configure its outputs, consider mapping:

 

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Delete user

Delete a specific user.

 

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To configure its inputs, consider:

id: ID of the user whose information you wish to delete.

 

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To configure its outputs, consider mapping:

 

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List users

Obtain a list of users.

 

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To configure its outputs, consider mapping:

 

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Create organization

Creates a new organization.

 

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To configure its inputs, consider:

name: Name to assign to the organization.

details: Any detail about the organization such as an address or a description.

notes: Any additional notes about the organization.

external_id: External ID of the organization to associate it with a record of another system.

 

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To configure its outputs, consider mapping:

 

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Get organization

Obtain information about a specific organization.

 

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To configure its inputs, consider:

id: ID of the organization you wish to obtain.

 

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To configure its outputs, consider mapping:

 

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Update organization

Modify an organization's information.

 

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To configure its inputs, consider:

id: ID of the organization you wish to modify.

name: Name to assign to the organization.

details: Any detail about the organization such as an address or a description.

notes: Any additional notes about the organization.

external_id: External ID of the organization to associate it with a record of another system.

 

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To configure its outputs, consider mapping:

 

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Delete organization

Delete a specific organization.

 

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To configure its inputs, consider:

id: ID of the organization you wish to delete.

 

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To configure its outputs, consider mapping:

 

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List organizations

Obtain a list of organizations.

 

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To configure its outputs, consider mapping:

 

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Search organization by external ID

Obtain a specific organization by its external ID.

 

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To configure its inputs, consider:

external_id: External ID of the organization you wish to obtain.

 

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To configure its outputs, consider mapping:

 

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Create a satisfaction rating

Create a satisfaction rating for a ticket. Bear in mind that for this method to be valid, the ticket's status must be "Solved" and the Requester's email must be the same one defined in the ticket.

 

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To configure its inputs, consider:

ticket_id: ID of the ticket to which you wish to create the satisfaction rating.

score: score of the rating its possible values are: "offered", "unoffered", "good" or "bad".

comment: Comment received along the score.

requester_email: email of the ticket's requester.

 

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To configure its outputs, consider mapping:

 

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Get satisfaction rating

Obtain information about a satisfaction rating.

 

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To configure its inputs, consider:

id: ID of the satisfaction rating you wish to retrieve.

 

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To configure its outputs, consider mapping:

 

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List satisfaction ratings

Obtain a list of satisfaction ratings.

 

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To configure its outputs, consider mapping:

 

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Add comment to request

Adds a comment to an existing request.

 

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To configure its inputs, consider:

id: ID of the request to which a comment is going to be added,

Comment: Actual comment to be added to the request.

 

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To configure its outputs, consider mapping:

 

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List open requests

Obtains a list of all opened requested.

 

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To configure its outputs, consider mapping:

 

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For more information about this method's use, refer to Zendesk official documentation at https://developer.zendesk.com/rest_api/docs/core/tickets.


Last Updated 8/2/2024 10:42:33 AM