Update Ticket with Zoho Desk API on New Client Added from Dext API

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New Client Added from the Dext API

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Update Ticket with the Zoho Desk API

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Getting Started#

This integration creates a workflow with a Dext trigger and Zoho Desk action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Client Added trigger
1. Connect your Dext account
2. Configure timer
Configure the Update Ticket action
1. Connect your Zoho Desk account
2. Select a Organization ID
3. Select a Ticket ID
4. Optional- Configure Subject
5. Optional- Configure Description
6. Select a Status
7. Optional- Select a Priority
8. Optional- Select a Assignee
9. Select a Department ID
10. Select a Contact ID
11. Optional- Select a Channel
12. Optional- Select a Classification
13. Optional- Configure Category
14. Optional- Configure Sub Category
15. Optional- Configure Due Date
16. Optional- Configure Product ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Client Added on Dext

Description:Emit new event when a new client is added.

Version:0.0.1

Key:dext-new-client-added

View on GitHub

Dext Overview#

The Dext API allows you to automate the management of expenses, receipts, and invoices within your Dext account. With Pipedream, you can harness this API to create workflows that streamline your finance operations, such as extracting data from receipts, categorizing expenses, and syncing financial documents across various platforms. By connecting Dext with other apps through Pipedream, you can craft efficient, serverless workflows that save time and reduce manual data entry.

Trigger Code#

import dext from "../../dext.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "dext-new-client-added",
  name: "New Client Added",
  description: "Emit new event when a new client is added.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    dext,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getPreviousIds() {
      return this.db.get("previousIds") || {};
    },
    _setPreviousIds(previousIds) {
      this.db.set("previousIds", previousIds);
    },
    generateMeta(client) {
      return {
        id: client.id,
        summary: client.name,
        ts: Date.now(),
      };
    },
  },
  async run() {
    const previousIds = this._getPreviousIds();

    const clients = await this.dext.listClients();
    for (const client of clients) {
      if (!previousIds[client.id]) {
        previousIds[client.id] = true;
        const meta = this.generateMeta(client);
        this.$emit(client, meta);
      }
    }

    this._setPreviousIds(previousIds);
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Dext	`dext`	`app`	This component uses the Dext app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Dext uses API keys for authentication. When you connect your Dext account, Pipedream securely stores the keys so you can easily authenticate to Dext APIs in both code and no-code steps.

To retrieve your API Token,

Navigate to your Dext Precision account and sign in
Go to “Configuration” > “API”

About Dext#

Cloud accounting platform that provides you with real-time data and accurate insights.

Action#

Update Ticket on Zoho Desk

Description:Updates an existing ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Updateaticket)

Version:0.0.8

Key:zoho_desk-update-ticket

View on GitHub

Zoho Desk Overview#

Zoho Desk API empowers you to streamline and automate customer service processes. With Pipedream, you can tap into Zoho Desk's capabilities to manage tickets, fetch customer info, and coordinate your support team's efforts. Imagine syncing support tickets to your internal systems, triggering alerts for high-priority issues, or even analyzing support trends over time. Pipedream's serverless platform lets you connect Zoho Desk to 3,000+ other apps with minimal hassle, transforming how you attend to customer needs.

Action Code#

import zohoDesk from "../../zoho_desk.app.mjs";

export default {
  key: "zoho_desk-update-ticket",
  name: "Update Ticket",
  description: "Updates an existing ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Updateaticket)",
  type: "action",
  version: "0.0.8",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    zohoDesk,
    orgId: {
      propDefinition: [
        zohoDesk,
        "orgId",
      ],
    },
    ticketId: {
      propDefinition: [
        zohoDesk,
        "ticketId",
        ({ orgId }) => ({
          orgId,
        }),
      ],
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the ticket",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description in the ticket",
      optional: true,
    },
    status: {
      propDefinition: [
        zohoDesk,
        "ticketStatus",
      ],
    },
    priority: {
      propDefinition: [
        zohoDesk,
        "ticketPriority",
      ],
    },
    assigneeId: {
      propDefinition: [
        zohoDesk,
        "assigneeId",
        ({ orgId }) => ({
          orgId,
        }),
      ],
    },
    departmentId: {
      propDefinition: [
        zohoDesk,
        "departmentId",
        ({ orgId }) => ({
          orgId,
        }),
      ],
    },
    contactId: {
      propDefinition: [
        zohoDesk,
        "contactId",
        ({ orgId }) => ({
          orgId,
        }),
      ],
    },
    channel: {
      propDefinition: [
        zohoDesk,
        "channel",
      ],
    },
    classification: {
      propDefinition: [
        zohoDesk,
        "classification",
      ],
    },
    category: {
      propDefinition: [
        zohoDesk,
        "category",
      ],
    },
    subCategory: {
      propDefinition: [
        zohoDesk,
        "subCategory",
      ],
    },
    dueDate: {
      propDefinition: [
        zohoDesk,
        "dueDate",
      ],
    },
    productId: {
      propDefinition: [
        zohoDesk,
        "productId",
      ],
    },
  },
  async run({ $ }) {
    const {
      orgId,
      ticketId,
      subject,
      description,
      status,
      priority,
      assigneeId,
      departmentId,
      contactId,
      channel,
      classification,
      category,
      subCategory,
      dueDate,
      productId,
    } = this;

    const data = {};

    // Add optional fields
    if (subject) data.subject = subject;
    if (description) data.description = description;
    if (status) data.status = status;
    if (priority) data.priority = priority;
    if (assigneeId) data.assigneeId = assigneeId;
    if (departmentId) data.departmentId = departmentId;
    if (contactId) data.contactId = contactId;
    if (channel) data.channel = channel;
    if (classification) data.classification = classification;
    if (category) data.category = category;
    if (subCategory) data.subCategory = subCategory;
    if (dueDate) data.dueDate = dueDate;
    if (productId) data.productId = productId;

    const response = await this.zohoDesk.updateTicket({
      ticketId,
      headers: {
        orgId,
      },
      data,
    });

    $.export("$summary", `Successfully updated ticket with ID ${response.id}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Zoho Desk	`zohoDesk`	`app`	This component uses the Zoho Desk app.
Organization ID	`orgId`	`string`	Select a value from the drop down menu.
Ticket ID	`ticketId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	Subject of the ticket
Description	`description`	`string`	Description in the ticket
Status	`status`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select a value from the drop down menu.
Assignee	`assigneeId`	`string`	Select a value from the drop down menu.
Department ID	`departmentId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Channel	`channel`	`string`	Select a value from the drop down menu.
Classification	`classification`	`string`	Select a value from the drop down menu.
Category	`category`	`string`	Category of the ticket
Sub Category	`subCategory`	`string`	Sub-category of the ticket
Due Date	`dueDate`	`string`	Due date for the ticket in ISO 8601 format (e.g., 2024-12-31T23:59:59Z)
Product ID	`productId`	`string`	The ID of the product

Action Authentication#

Zoho Desk uses OAuth authentication. When you connect your Zoho Desk account, Pipedream will open a popup window where you can sign into Zoho Desk and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Desk API.

Pipedream requests the following authorization scopes when you connect your account:

Desk.articles.CREATEDesk.articles.READDesk.articles.UPDATEDesk.basic.CREATEDesk.basic.READDesk.contacts.CREATEDesk.contacts.READDesk.contacts.UPDATEDesk.contacts.WRITEDesk.events.CREATEDesk.events.READDesk.events.UPDATEDesk.events.WRITEDesk.search.READDesk.settings.CREATEDesk.settings.READDesk.settings.UPDATEDesk.settings.WRITEDesk.tasks.CREATEDesk.tasks.READDesk.tasks.UPDATEDesk.tasks.WRITEDesk.tickets.CREATEDesk.tickets.READDesk.tickets.UPDATEDesk.tickets.WRITE

Update Ticket with Zoho Desk API on New Client Added from Dext API

Pipedream makes it easy to connect APIs for Zoho Desk, Dext and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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