← Zendesk + Agiled integrations

Create Contact with Agiled API on Ticket Closed (Instant) from Zendesk API

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Ticket Closed (Instant) from the Zendesk API
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Create Contact with the Agiled API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Agiled 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 Closed (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 Contact action
    1. Connect your Agiled account
    2. Configure First Name
    3. Optional- Configure Last Name
    4. Configure Email
    5. Optional- Configure Phone
    6. Optional- Configure Job Title
    7. Optional- Configure Note
  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 closed status
Version:0.2.2
Key:zendesk-ticket-closed

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

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:Creates a new contact in Agiled. [See the documentation](https://my.agiled.app/developers)
Version:0.0.1
Key:agiled-create-contact

Agiled Overview

Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.

Action Code

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

export default {
  key: "agiled-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Agiled. [See the documentation](https://my.agiled.app/developers)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact",
      optional: true,
    },
    note: {
      type: "string",
      label: "Note",
      description: "Note of the contact",
      optional: true,
    },
  },
  methods: {
    createContact(args = {}) {
      return this.app.post({
        path: "/contacts",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createContact,
      firstName,
      lastName,
      email,
      phone,
      jobTitle,
      note,
    } = this;

    const response = await createContact({
      $,
      data: {
        first_name: firstName,
        last_name: lastName,
        email,
        phone,
        job_title: jobTitle,
        note,
      },
    });

    $.export("$summary", `Successfully created contact with ID \`${response.data.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
AgiledappappThis component uses the Agiled app.
First NamefirstNamestring

First name of the contact

Last NamelastNamestring

Last name of the contact

Emailemailstring

Email of the contact

Phonephonestring

Phone number of the contact

Job TitlejobTitlestring

Job title of the contact

Notenotestring

Note of the contact

Action Authentication

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

To retrieve your API key,

  • Navigate to your Agiled account and sign in
  • Go to “Profile” > “API Settings”

About Agiled

All in one business management platform to manage business in one integrated place.

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