Add User To Account with Salesflare API on Ticket Updated (Instant) from Zendesk API

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Ticket Updated (Instant) from the Zendesk API

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Add User To Account with the Salesflare API

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Getting Started#

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

Select this integration
Configure the Ticket Updated (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 Add User To Account action
1. Connect your Salesflare account
2. Select a Account ID
3. Optional- Select one or more User IDs
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 Updated (Instant) on Zendesk

Description:Emit new event when a ticket has been updated

Version:0.2.2

Key:zendesk-ticket-updated

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 Updated (Instant)",
  key: "zendesk-ticket-updated",
  type: "source",
  description: "Emit new event when a ticket has been updated",
  version: "0.2.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "Ticket Updated Webhook";
    },
    getTriggerTitle() {
      return "Ticket Updated Trigger";
    },
    getTriggerConditions() {
      return {
        all: [
          {
            field: "update_type",
            value: "Change",
          },
        ],
      };
    },
  },
};

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#

Add User To Account on Salesflare

Description:Adds a user to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idUsers)

Version:0.0.1

Key:salesflare-add-user-to-account

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code#

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

export default {
  key: "salesflare-add-user-to-account",
  version: "0.0.1",
  type: "action",
  name: "Add User To Account",
  description: "Adds a user to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idUsers)",
  props: {
    app,
    accountId: {
      propDefinition: [
        app,
        "accountIds",
      ],
      type: "integer",
      label: "Account ID",
      description: "Account ID",
      optional: false,
    },
    userIds: {
      propDefinition: [
        app,
        "userId",
      ],
      type: "integer[]",
      label: "User IDs",
      description: "User IDs",
    },
  },
  async run ({ $ }) {
    const resp = await this.app.addUsersToAccount({
      $,
      accountId: this.accountId,
      data: this.userIds.map(( id ) => ({
        id,
      })),
    });
    $.export("$summary", "User(s) has been added to the account successfully.");
    return resp;
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
Account ID	`accountId`	`integer`	Select a value from the drop down menu.
User IDs	`userIds`	`integer[]`	Select a value from the drop down menu.

Add User To Account with Salesflare API on Ticket Updated (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Salesflare, 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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