Create Client with Senta API on New Ticket Added to View (Instant) from Zendesk API

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New Ticket Added to View (Instant) from the Zendesk API

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Create Client with the Senta API

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Getting Started#

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

Select this integration
Configure the New Ticket Added to View (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
6. Select a View ID
Configure the Create Client action
1. Connect your Senta account
2. Configure Title
3. Optional- Select a State
4. Optional- Select a Type
5. Optional- Select a Business Area
6. Optional- Configure Contact Email
7. Optional- Configure Telephone
8. Optional- Configure Website
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#

New Ticket Added to View (Instant) on Zendesk

Description:Emit new event when a ticket is added to the specified view

Version:0.0.2

Key:zendesk-ticket-added-to-view

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,
  key: "zendesk-ticket-added-to-view",
  name: "New Ticket Added to View (Instant)",
  description: "Emit new event when a ticket is added to the specified view",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    viewId: {
      propDefinition: [
        common.props.app,
        "viewId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getWebhookName() {
      return "Ticket Added To View Webhook";
    },
    getTriggerTitle() {
      return "Ticket Added To View Trigger";
    },
    getTriggerConditions() {
      return {
        any: [
          {
            field: "update_type",
            value: "Change",
          },
          {
            field: "update_type",
            value: "Create",
          },
        ],
      };
    },
    async isRelevant(payload) {
      const { tickets } = await this.app.listTicketsInView({
        viewId: this.viewId,
      });
      const foundTicket = tickets.find(({ id }) => id == payload.ticketId);
      return foundTicket;
    },
  },
};

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
View ID	`viewId`	`string`	Select a value from the drop down menu.

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 Client on Senta

Description:Creates a new client. [See the documentation](https://app.swaggerhub.com/apis-docs/senta/Senta/1.6#/Client/post_api_clients)

Version:0.0.1

Key:senta-create-client

View on GitHub

Senta Overview#

The Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.

Action Code#

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

export default {
  key: "senta-create-client",
  name: "Create Client",
  description: "Creates a new client. [See the documentation](https://app.swaggerhub.com/apis-docs/senta/Senta/1.6#/Client/post_api_clients)",
  version: "0.0.1",
  type: "action",
  props: {
    senta,
    title: {
      propDefinition: [
        senta,
        "title",
      ],
    },
    clientState: {
      propDefinition: [
        senta,
        "clientState",
      ],
    },
    clientType: {
      propDefinition: [
        senta,
        "clientType",
      ],
    },
    businessArea: {
      propDefinition: [
        senta,
        "businessArea",
      ],
    },
    email: {
      propDefinition: [
        senta,
        "email",
      ],
    },
    telephone: {
      propDefinition: [
        senta,
        "telephone",
      ],
    },
    website: {
      propDefinition: [
        senta,
        "website",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      clientstate: this.clientState,
      clienttype: this.clientType,
      businessarea: this.businessArea,
      contacts: this.email
        ? [
          {
            email: this.email,
          },
        ]
        : [],
      telephone: this.telephone,
      web: this.website,
    };

    const response = await this.senta.createClient({
      data,
      $,
    });

    if (response.doc._id) {
      $.export("$summary", `Successfully created client with ID ${response.doc._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.

Label	Prop	Type	Description
Senta	`senta`	`app`	This component uses the Senta app.
Title	`title`	`string`	Name of the client
State	`clientState`	`string`	Select a value from the drop down menu:`ProspectClientFormer client`
Type	`clientType`	`string`	Select a value from the drop down menu:`IndividualSole traderPartnershipLLPLimited companyTrustUnincorporated AssociationOther`
Business Area	`businessArea`	`string`	Select a value from the drop down menu:`AccommondationAdministrative servicesArts & creativeBuilding & civil engineeringCharityEngineeringEntertainment & recreationFarmingFinance & insuranceFood & beverageHealth activitiesIT & technicalManufacturingMotor tradeProfessional servicesPublishing & printingReal estateRetailTransport & storageTravelVeterinaryWholesale`
Contact Email	`email`	`string`	Email address of the primary contact
Telephone	`telephone`	`string`	Phone number of the client
Website	`website`	`string`	Website URL of the client

Action Authentication#

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

To generate and copy your API Key,

Navigate to your Senta account and sign in
Click the “Settings” menu with the gear icon on the top right
Click “Add Integration”
Click “Generate API Key”

Your subdomain is 1234 if your Senta workspace URL is https://1234.senta.co

Create Client with Senta API on New Ticket Added to View (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Senta, 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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