Create Customer with Customer Fields API on Ticket Solved (Instant) from Zendesk API

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

Trigger workflow on

Ticket Solved (Instant) from the Zendesk API

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Create Customer with the Customer Fields API

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Getting Started#

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

Select this integration
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
Configure the Create Customer action
1. Connect your Customer Fields account
2. Optional- Select a Form ID
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 Solved (Instant) on Zendesk

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

Version:0.2.2

Key:zendesk-ticket-solved

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 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.

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 Customer Fields

Description:Create a new customer with detailed attributes using the provided data. [See the documentation](https://docs.customerfields.com/#8a70d5ee-da8f-4ef0-8b08-9c1882b4da04).

Version:0.0.1

Key:customer_fields-create-customer

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Action Code#

/* eslint-disable no-unused-vars */
import common from "../common/customer.mjs";

export default {
  ...common,
  key: "customer_fields-create-customer",
  name: "Create Customer",
  description: "Create a new customer with detailed attributes using the provided data. [See the documentation](https://docs.customerfields.com/#8a70d5ee-da8f-4ef0-8b08-9c1882b4da04).",
  type: "action",
  version: "0.0.1",
  methods: {
    ...common.methods,
    createCustomer(args = {}) {
      return this.app.post({
        path: "/customers",
        ...args,
      });
    },
  },
  async additionalProps() {
    const { data_columns: dataColumns } =
      await this.app.listDataColumns({
        params: {
          ignore_read_only: true,
          form_id: this.formId,
        },
      });
    return this.getPropsFromDataColumns({
      dataColumns,
    });
  },
  async run({ $: step }) {
    const {
      app,
      createCustomer,
      getDataFromDataColumns,
      formId,
      ...dataColumns
    } = this;

    const response =
      await createCustomer({
        step,
        data: getDataFromDataColumns(dataColumns),
      });

    step.export("$summary", `Successfully created customer with ID ${response?.customer?.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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
Form ID	`formId`	`string`	Select a value from the drop down menu.

Action Authentication#

Customer Fields uses OAuth authentication. When you connect your Customer Fields account, Pipedream will open a popup window where you can sign into Customer Fields and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Customer Fields API.

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

readwrite

Create Customer with Customer Fields API on Ticket Solved (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Customer Fields, 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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