← Zendesk + Zoho SalesIQ integrations

Create Article with Zoho SalesIQ API on Ticket Solved (Instant) from Zendesk API

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Ticket Solved (Instant) from the Zendesk API
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Create Article with the Zoho SalesIQ API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Zoho SalesIQ 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 Ticket Solved (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
  3. Configure the Create Article action
    1. Connect your Zoho SalesIQ account
    2. Select a Screen Name
    3. Select a Department
    4. Select a Category
    5. Configure Title
    6. Configure Content
    7. Configure Published
  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 when a ticket has changed to solved status
Version:0.2.2
Key:zendesk-ticket-solved

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

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
ZendeskappappThis component uses the Zendesk app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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 IDcategoryIdstringSelect a value from the drop down menu.
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

Fieldsfieldsstring[]Select a value from the drop down menu.
JSON BodyjsonBodystring

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

Description:Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)
Version:0.0.1
Key:zoho_salesiq-create-article

Zoho SalesIQ Overview

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Action Code

import zohoSalesIQ from "../../zoho_salesiq.app.mjs";

export default {
  key: "zoho_salesiq-create-article",
  name: "Create Article",
  description: "Create a new article. [See the documentation](https://www.zoho.com/salesiq/help/developer-section/create-articles-v2.html)",
  type: "action",
  version: "0.0.1",
  props: {
    zohoSalesIQ,
    screenName: {
      propDefinition: [
        zohoSalesIQ,
        "screenName",
      ],
    },
    departmentId: {
      propDefinition: [
        zohoSalesIQ,
        "departmentId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        zohoSalesIQ,
        "articleCategoryId",
        (c) => ({
          screenName: c.screenName,
        }),
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the article",
    },
    content: {
      type: "string",
      label: "Content",
      description: "The HTML content available in the article",
    },
    published: {
      type: "boolean",
      label: "Published",
      description: "Specify the publishing status of the article",
    },
  },
  async run({ $ }) {
    const { data } = await this.zohoSalesIQ.createArticle({
      screenName: this.screenName,
      data: {
        category_id: this.categoryId,
        title: this.title,
        content: this.content,
        department_id: this.departmentId,
        published: this.published,
      },
      $,
    });

    $.export("$summary", `Successfully created article with ID ${data.id}.`);

    return data;
  },
};

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
Zoho SalesIQzohoSalesIQappThis component uses the Zoho SalesIQ app.
Screen NamescreenNamestringSelect a value from the drop down menu.
DepartmentdepartmentIdstringSelect a value from the drop down menu.
CategorycategoryIdstringSelect a value from the drop down menu.
Titletitlestring

The title of the article

Contentcontentstring

The HTML content available in the article

Publishedpublishedboolean

Specify the publishing status of the article

Action Authentication

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ 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 SalesIQ API.

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

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

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