Create Customer with Chargify API on Ticket Pending (Instant) from Zendesk API

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Ticket Pending (Instant) from the Zendesk API

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Create Customer with the Chargify API

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Getting Started#

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

Select this integration
Configure the Ticket Pending (Instant) trigger
1. Connect your Zendesk account
2. Select a Trigger Category ID
3. Optional- Configure Custom Subdomain
4. Optional- Select one or more Fields
5. Optional- Configure JSON Body
Configure the Create Customer action
1. Connect your Chargify account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Optional- Configure Organization
6. Optional- Configure Street Address
7. Optional- Configure Street Address (line 2)
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Zip
11. Optional- Configure Country
12. Optional- Configure Phone
13. Optional- Configure Tax Exempt
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#

Ticket Pending (Instant) on Zendesk

Description:Emit new event when a ticket has changed to pending status

Version:0.2.2

Key:zendesk-ticket-pended

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.

Trigger Code#

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

export default {
  ...common,
  name: "Ticket Pending (Instant)",
  key: "zendesk-ticket-pended",
  type: "source",
  description: "Emit new event when a ticket has changed to pending status",
  version: "0.2.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "Ticket Pending Webhook";
    },
    getTriggerTitle() {
      return "Ticket Pending Trigger";
    },
    getTriggerConditions() {
      return {
        all: [
          {
            field: "update_type",
            value: "Change",
          },
          {
            field: "status",
            operator: "value",
            value: "pending",
          },
        ],
      };
    },
  },
};

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
Zendesk	`app`	`app`	This component uses the Zendesk app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Trigger Category ID	`categoryId`	`string`	Select a value from the drop down menu.
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`
Fields	`fields`	`string[]`	Select a value from the drop down menu.
JSON Body	`jsonBody`	`string`	Custom JSON Body of the incoming payload. Setting `jsonBody` will overwrite the `fields` prop

Trigger 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.

Action#

Create Customer on Chargify

Description:Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)

Version:0.0.1

Key:chargify-create-customer

View on GitHub

Chargify Overview#

The Chargify API enables seamless integration of subscription billing, management, and reporting functionalities. With Chargify, you can automate the creation and management of customer subscriptions, handle invoicing, apply taxes, and track analytics related to your billing processes. It's a powerful tool for businesses with recurring revenue models to keep their billing systems in sync with other business operations, reducing manual workload and increasing efficiency.

Action Code#

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

export default {
  key: "chargify-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    chargify,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the customer",
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "The organization of the customer",
      optional: true,
    },
    address: {
      type: "string",
      label: "Street Address",
      description: "Street address of the customer (line 1)",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Street Address (line 2)",
      description: "Street address of the customer (line 2)",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the customer",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State/Region of the customer",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the customer",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country code of the customer. Example: `US`",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the customer",
      optional: true,
    },
    taxExempt: {
      type: "boolean",
      label: "Tax Exempt",
      description: "Set to `true` if the customer is tax exempt.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { customer } = await this.chargify.createCustomer({
      $,
      data: {
        customer: {
          first_name: this.firstName,
          last_name: this.lastName,
          email: this.email,
          organization: this.organization,
          address: this.address,
          address_2: this.address2,
          city: this.city,
          state: this.state,
          zip: this.zip,
          country: this.country,
          phone: this.phone,
          tax_exempt: this.taxExempt,
        },
      },
    });
    $.export("$summary", `Successfully created customer with ID ${customer.id}`);
    return customer;
  },
};

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
Chargify	`chargify`	`app`	This component uses the Chargify app.
First Name	`firstName`	`string`	The first name of the customer
Last Name	`lastName`	`string`	The last name of the customer
Email	`email`	`string`	The email of the customer
Organization	`organization`	`string`	The organization of the customer
Street Address	`address`	`string`	Street address of the customer (line 1)
Street Address (line 2)	`address2`	`string`	Street address of the customer (line 2)
City	`city`	`string`	City of the customer
State	`state`	`string`	State/Region of the customer
Zip	`zip`	`string`	Zip code of the customer
Country	`country`	`string`	The country code of the customer. Example: `US`
Phone	`phone`	`string`	Phone number of the customer
Tax Exempt	`taxExempt`	`boolean`	Set to `true` if the customer is tax exempt.

Create Customer with Chargify API on Ticket Pending (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Chargify, Zendesk and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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