Add Ticket Tags with Zendesk API on Account Status Changed from Microsoft Dynamics 365 Sales API

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Account Status Changed from the Microsoft Dynamics 365 Sales API

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Add Ticket Tags with the Zendesk API

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Getting Started#

This integration creates a workflow with a Microsoft Dynamics 365 Sales trigger and Zendesk action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Account Status Changed trigger
1. Connect your Microsoft Dynamics 365 Sales account
2. Configure timer
Configure the Add Ticket Tags action
1. Connect your Zendesk account
2. Select a Ticket ID
3. Optional- Configure Tags
4. Optional- Configure Custom Subdomain
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#

Account Status Changed on Microsoft Dynamics 365 Sales

Description:Emit new event when an account is activated or deactivated.

Version:0.0.1

Key:microsoft_dynamics_365_sales-account-status-changed

View on GitHub

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "microsoft_dynamics_365_sales-account-status-changed",
  name: "Account Status Changed",
  description: "Emit new event when an account is activated or deactivated.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getStatuses() {
      return this.db.get("statuses") || {};
    },
    _setStatuses(statuses) {
      this.db.set("statuses", statuses);
    },
    getResourceFn() {
      return this.microsoftDynamics365Sales.listAccounts;
    },
    getArgs() {
      return {
        params: {
          "$orderby": "modifiedon desc",
        },
      };
    },
    getTsField() {
      return "modifiedon";
    },
    getRelevantResults(results) {
      const statuses = this._getStatuses();
      const relevantResults = [];
      for (const result of results) {
        if (statuses[result.accountid] !== result.statuscode) {
          if (statuses[result.accountid]) {
            relevantResults.push(result);
          }
          statuses[result.accountid] = result.statuscode;
        }
      }
      this._setStatuses(statuses);
      return relevantResults;
    },
    generateMeta(account) {
      const ts = Date.parse(account.modifiedon);
      return {
        id: `${account.accountid}${ts}`,
        summary: `Account Status Changed: ${account.name}`,
        ts,
      };
    },
  },
};

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
Microsoft Dynamics 365 Sales	`microsoftDynamics365Sales`	`app`	This component uses the Microsoft Dynamics 365 Sales app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Microsoft Dynamics 365 Sales uses OAuth authentication. When you connect your Microsoft Dynamics 365 Sales account, Pipedream will open a popup window where you can sign into Microsoft Dynamics 365 Sales and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Dynamics 365 Sales API.

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

emailoffline_accessopenidprofile

About Microsoft Dynamics 365 Sales#

Close more deals and increase seller efficiency with an AI-powered CRM solution.

Action#

Add Ticket Tags on Zendesk

Description:Add tags to a ticket (appends to existing tags). [See the documentation](https://developer.zendesk.com/api-reference/ticketing/ticket-management/tags/#add-tags).

Version:0.0.5

Key:zendesk-add-ticket-tags

View on GitHub

Zendesk Overview#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Action Code#

import app from "../../zendesk.app.mjs";

export default {
  key: "zendesk-add-ticket-tags",
  name: "Add Ticket Tags",
  description: "Add tags to a ticket (appends to existing tags). [See the documentation](https://developer.zendesk.com/api-reference/ticketing/ticket-management/tags/#add-tags).",
  type: "action",
  version: "0.0.5",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    app,
    ticketId: {
      propDefinition: [
        app,
        "ticketId",
      ],
    },
    ticketTags: {
      propDefinition: [
        app,
        "ticketTags",
      ],
      description: "Array of tags to add to the ticket. These will be appended to any existing tags.",
    },
    customSubdomain: {
      propDefinition: [
        app,
        "customSubdomain",
      ],
    },
  },
  async run({ $: step }) {
    const {
      ticketId,
      ticketTags,
      customSubdomain,
    } = this;

    const response = await this.app.addTicketTags({
      step,
      ticketId,
      tags: ticketTags,
      customSubdomain,
    });

    step.export("$summary", `Successfully added ${ticketTags.length} tag(s) to ticket ${ticketId}`);
    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
Zendesk	`app`	`app`	This component uses the Zendesk app.
Ticket ID	`ticketId`	`string`	Select a value from the drop down menu.
Tags	`ticketTags`	`string[]`	Array of tags to add to the ticket. These will be appended to any existing tags.
Custom Subdomain	`customSubdomain`	`string`	For Enterprise Zendesk accounts: optionally specify the subdomain to use. This will override the subdomain that was provided when connecting your Zendesk account to Pipedream. For example, if you Zendesk URL is https://examplehelp.zendesk.com, your subdomain is `examplehelp`

Action Authentication#

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

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

triggers:writewebhooks:writereadtickets:writetickets:readusers:writeorganizations:readorganizations:write

About Zendesk#

Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.

More Ways to Connect Zendesk + Microsoft Dynamics 365 Sales#

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Add Ticket Tags with Zendesk API on Account Status Changed from Microsoft Dynamics 365 Sales API

Pipedream makes it easy to connect APIs for Zendesk, Microsoft Dynamics 365 Sales and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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