← SurveyCTO + Zendesk integrations

Update Ticket with Zendesk API on New Submission from SurveyCTO API

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New Submission from the SurveyCTO API
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Update Ticket with the Zendesk API
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Getting Started

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

  1. Select this integration
  2. Configure the New Submission trigger
    1. Connect your SurveyCTO account
    2. Configure timer
    3. Select a Form ID
  3. Configure the Update Ticket action
    1. Connect your Zendesk account
    2. Select a Ticket ID
    3. Configure Comment body
    4. Optional- Select a Ticket Priority
    5. Optional- Configure Ticket Subject
    6. Optional- Select a Ticket Status
    7. Optional- Configure Custom Subdomain
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a new form submission is received in SurveyCTO. [See the documentation](https://support.surveycto.com/hc/en-us/articles/360033156894-REST-API-documentation). Note: The [role](https://docs.surveycto.com/04-monitoring-and-management/01-the-basics/00b.managing-user-roles.html) of the authenticated user must "Allow server API access".
Version:0.0.1
Key:surveycto-new-submission

SurveyCTO Overview

The SurveyCTO API enables automated interactions with SurveyCTO services, a platform focusing on data collection and organization for research and survey projects. With this API, you can seamlessly retrieve, push, and manage survey data. Integrating SurveyCTO with Pipedream opens a realm of possibilities for automating data workflows, such as triggering actions based on new survey submissions, syncing collected data with other databases or apps, or even automating reports and notifications.

Trigger Code

import surveycto from "../../surveycto.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "surveycto-new-submission",
  name: "New Submission",
  description: "Emit new event each time a new form submission is received in SurveyCTO. [See the documentation](https://support.surveycto.com/hc/en-us/articles/360033156894-REST-API-documentation). Note: The [role](https://docs.surveycto.com/04-monitoring-and-management/01-the-basics/00b.managing-user-roles.html) of the authenticated user must \"Allow server API access\".",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    surveycto,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      propDefinition: [
        surveycto,
        "formId",
      ],
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission.KEY,
        summary: `New Submission ${submission.KEY}`,
        ts: Date.parse(submission.SubmissionDate),
      };
    },
  },
  async run() {
    const lastTs = this._getLastTs();
    let maxTs = lastTs;
    const submissions = await this.surveycto.listSubmissions({
      formId: this.formId,
      params: {
        date: lastTs,
      },
    });
    for (const submission of submissions) {
      const ts = Date.parse(submission.SubmissionDate);
      if (ts > lastTs) {
        const meta = this.generateMeta(submission); console.log(meta);
        this.$emit(submission, meta);
        if (ts > maxTs) {
          maxTs = ts;
        }
      }
    }
    this._setLastTs(maxTs);
  },
  sampleEmit,
};

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.
LabelPropTypeDescription
SurveyCTOsurveyctoappThis component uses the SurveyCTO app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Form IDformIdstringSelect a value from the drop down menu.

Trigger Authentication

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

SurveyCTO requires their users enter their SurveyCTO email and password in order to connect to their API. For more info, refer to SurveyCTO, documentation.

In addition, you need to enable API Access in order to connect successfully.

  1. On SurveyCTO Web UI, access Configure tab.
  2. On the Configure tab, scroll down to User roles and permissions section.
  3. Under Administrator (full access, plus subscription management) role, click Edit, then check Allow server API access.

About SurveyCTO

SurveyCTO is the most reliable, secure, and scalable mobile data collection platform for researchers and professionals working in offline settings.

Action

Description:Updates a ticket. [See the documentation](https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/#update-ticket).
Version:0.1.2
Key:zendesk-update-ticket

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-update-ticket",
  name: "Update Ticket",
  description: "Updates a ticket. [See the documentation](https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/#update-ticket).",
  type: "action",
  version: "0.1.2",
  props: {
    app,
    ticketId: {
      propDefinition: [
        app,
        "ticketId",
      ],
    },
    ticketCommentBody: {
      propDefinition: [
        app,
        "ticketCommentBody",
      ],
    },
    ticketPriority: {
      propDefinition: [
        app,
        "ticketPriority",
      ],
    },
    ticketSubject: {
      propDefinition: [
        app,
        "ticketSubject",
      ],
    },
    ticketStatus: {
      propDefinition: [
        app,
        "ticketStatus",
      ],
    },
    customSubdomain: {
      propDefinition: [
        app,
        "customSubdomain",
      ],
    },
  },
  methods: {
    updateTicket({
      ticketId, ...args
    } = {}) {
      return this.app.update({
        path: `/tickets/${ticketId}`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      ticketId,
      ticketCommentBody,
      ticketPriority,
      ticketSubject,
      ticketStatus,
      customSubdomain,
    } = this;

    const response = await this.updateTicket({
      step,
      ticketId,
      customSubdomain,
      data: {
        ticket: {
          comment: {
            body: ticketCommentBody,
          },
          priority: ticketPriority,
          subject: ticketSubject,
          status: ticketStatus,
        },
      },
    });

    step.export("$summary", `Successfully updated ticket with ID ${response.ticket.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.

LabelPropTypeDescription
ZendeskappappThis component uses the Zendesk app.
Ticket IDticketIdstringSelect a value from the drop down menu.
Comment bodyticketCommentBodystring

The body of the comment.

Ticket PriorityticketPrioritystringSelect a value from the drop down menu:urgenthighnormallow
Ticket SubjectticketSubjectstring

The subject of the ticket.

Ticket StatusticketStatusstringSelect a value from the drop down menu:newopenpendingholdsolvedclosed
Custom SubdomaincustomSubdomainstring

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.

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