Difference between revisions of "ZenDesk"

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This document can now be found at its new location in the [https://docs.hornbill.com/ibridge-packages/welcome Hornbill Document Library].
  
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    [[file:hornbill-document-library.png|iBridge Package Reference|link=https://docs.hornbill.com/ibridge-packages/welcome]]
__NOTOC__[[Main Page|Home]] > [[Integration]] > [[Business Process Automation & Orchestration]] > [[Hornbill iBridge]] > Zendesk
 
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[[File:Zendesk_logo.png|200px]]
 
<br>
 
==Introduction==
 
Zendesk is a customer services solution
 
 
 
Create Users  and Organizations, and log, update and delete tickets
 
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== Related Articles ==
 
:* [[Hornbill iBridge]]
 
:* [[Hornbill_iBridge#Premium_Integrations|Premium Integrations]]
 
:* [[Hornbill_KeySafe|KeySafe]]
 
:* [[Integration Call]]
 
:* [[Business_Process_Designer|Business Process Designer]]
 
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==KeySafe Configuration==
 
[[File:Zendesk_KeySafe.png|300px|right]]
 
In order to integrate with Zendesk, you will first need to configure, and securely store the authentication credentials for the Zendesk instance and Account you want to use with the Hornbill App.
 
 
 
Configure your '''Zendesk''' account authentication in '''[[Hornbill_KeySafe|KeySafe]]''' in order to use the Zendesk options.  
 
 
 
In the admin console > System > Security > KeySafe
 
 
 
* Select on '''+''' and select '''Zendesk Authentication'''
 
* Give the Zendesk KeySafe a Title (this is the name / identifier for the Zendesk account as you will see it when using the Integration Call node in your business process)
 
* Optionally add a description
 
* '''Email''' - Enter the email address for the user account under which the actions will be performed in Zendesk (Zendesk registered user's email address)
 
* '''Token''' - The Zendesk API Token for your Zendesk instance.
 
:* This can be found as an administrator on Zendesk under '''Admin > Channels > API > Token Access''' Click '''+''' to add one if you do not have one already
 
* '''Subdomain''' - The Zendesk subdomain (do not include the .Zendesk.com part here)
 
:* This can be be found as an administrator on Zendesk under '''Admin > Settings > Account > Subdomain'''
 
* Select '''Create Key''' to save
 
 
 
 
 
'''Managing Hornbill Configurations'''
 
 
 
* Use KeySafe to create, store and enable integrations with multiple Zendesk accounts for use in your business processes
 
* From the Keysafe List, select a Zendesk account, and use the '''Trash Can''' to delete it
 
:* Note, this will remove the rights of any existing Zendesk Integration Calls in your business processes, which are using the now deleted Zendesk Account, so you will need to edit your business processes accordingly.
 
 
 
==Business Process==
 
===Options (Methods)===
 
Once you have your Zendesk Account Authorised, your all set to use it with the '''[[Integration Call]]''' in your business processes. The following options are now available for you to use with Zendesk:
 
 
 
'''Organizations'''
 
* Create Org
 
* Update Org
 
* Delete Org
 
 
 
'''Tickets'''
 
* Create Ticket
 
* Update Ticket
 
* Delete Ticket
 
* Get Ticket info
 
* Get Last Comment
 
 
 
'''Users'''
 
* Create Agent
 
* Create End User
 
* Create User
 
* Update User
 
* Delete User
 
* Get User Details
 
 
 
Read more about using the '''[[Integration Call]]''' from the Related Articles section, and learn how to work with input and output parameters for each of the Zendesk options.
 
 
 
[[Category:Integration]]
 

Revision as of 18:39, 18 January 2024

This document can now be found at its new location in the Hornbill Document Library.

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