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← Zendesk + Help Scout integrations

Create Customer with Help Scout 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 Customer with the Help Scout API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Help Scout 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 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
  3. Configure the Create Customer action
    1. Connect your Help Scout account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Phone
    5. Optional- Configure Photo URL
    6. Optional- Configure Job Title
    7. Optional- Select a Photo Type
    8. Optional- Configure Background
    9. Optional- Configure Location
    10. Optional- Configure Organization
    11. Optional- Select a Gender
    12. Optional- Configure Age
    13. Optional- Configure Emails
    14. Optional- Configure Phones
    15. Optional- Configure Chats
    16. Optional- Configure Social Profiles
    17. Optional- Configure Websites
    18. Optional- Configure Address City
    19. Optional- Configure Address State
    20. Optional- Configure Address Postal Code
    21. Optional- Configure Address Country
    22. Optional- Configure Address Lines
    23. Optional- Configure Properties
  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

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

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.
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

View IDviewIdstringSelect 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 Customer on Help Scout
Description:Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)
Version:0.0.1
Key:help_scout-create-customer

Help Scout Overview

The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  GENDER_OPTIONS,
  PHOTO_TYPE_OPTIONS,
} from "../../common/constants.mjs";
import {
  cleanObject,
  parseObject,
} from "../../common/utils.mjs";
import helpScout from "../../help_scout.app.mjs";

export default {
  key: "help_scout-create-customer",
  name: "Create Customer",
  description: "Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)",
  version: "0.0.1",
  type: "action",
  props: {
    helpScout,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number that will be used when creating a new customer.",
      optional: true,
    },
    photoUrl: {
      type: "string",
      label: "Photo URL",
      description: "URL of the customer's photo. Max length 200 characters.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title. Max length 60 characters.",
      optional: true,
    },
    photoType: {
      type: "string",
      label: "Photo Type",
      description: "The type of photo.",
      options: PHOTO_TYPE_OPTIONS,
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "This is the Notes field from the user interface. Max length 200 characters.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "Location of the customer. Max length 60 characters.",
      optional: true,
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "Organization. Max length 60 characters.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Gender of this customer.",
      options: GENDER_OPTIONS,
      optional: true,
    },
    age: {
      type: "string",
      label: "Age",
      description: "Customer's age.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "List of email entries. **Format: {\"type\":\"home\",\"value\":\"customer@email.com\"}**. see [Create Email](https://developer.helpscout.com/mailbox-api/endpoints/customers/emails/create) for the object documentation.",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "List of phone entries. **Format: {\"type\":\"work\",\"value\":\"222-333-4444\"}**. see [Create Phone](https://developer.helpscout.com/mailbox-api/endpoints/customers/phones/create) for the object documentation.",
      optional: true,
    },
    chats: {
      type: "string[]",
      label: "Chats",
      description: "List of chat entries. **Format: {\"type\":\"aim\",\"value\":\"jsprout\"}**. see [Create Chat Handle](https://developer.helpscout.com/mailbox-api/endpoints/customers/chat_handles/create) for the object documentation.",
      optional: true,
    },
    socialProfiles: {
      type: "string[]",
      label: "Social Profiles",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
    websites: {
      type: "string[]",
      label: "Websites",
      description: "List of websites entries. **Format: {\"value\":\"https://api.helpscout.net/\"}**. see [Create Website](https://developer.helpscout.com/mailbox-api/endpoints/customers/websites/create) for the object documentation.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "Address City",
      description: "The city of the customer.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "Address State",
      description: "The state of the customer.",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Address Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Address Country",
      description: "The [ISO 3166 Alpha-2 code](https://www.iban.com/country-codes) country of the customer.",
      optional: true,
    },
    addressLines: {
      type: "string[]",
      label: "Address Lines",
      description: "A list of address lines.",
      optional: true,
    },
    properties: {
      type: "string[]",
      label: "Properties",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
  },
  async run({ $ }) {
    const address = cleanObject({
      city: this.addressCity,
      state: this.addressState,
      postalCode: this.addressPostalCode,
      country: this.addressCountry,
      lines: parseObject(this.addressLines),
      properties: parseObject(this.properties),
    });

    let data = {};

    data = cleanObject({
      firstName: this.firstName,
      lastName: this.lastName,
      phone: this.phone,
      photoUrl: this.photoUrl,
      jobTitle: this.jobTitle,
      photoType: this.photoType,
      background: this.background,
      location: this.location,
      organization: this.organization,
      gender: this.gender,
      age: this.age,
      emails: parseObject(this.emails),
      phones: parseObject(this.phones),
      chats: parseObject(this.chats),
      socialProfiles: parseObject(this.socialProfiles),
      websites: parseObject(this.websites),
    });

    if (Object.keys(address).length) data.address = address;

    if (!Object.keys(data).length) {
      throw new ConfigurationError("At least one field or customer entry must be defined.");
    }

    try {
      const response = await this.helpScout.createCustomer({
        $,
        data,
      });

      $.export("$summary", "Successfully created the new customer.");
      return response;
    } catch ({ message }) {
      const error = JSON.parse(message)._embedded.errors[0];
      throw new ConfigurationError(`Path: ${error.path} - ${error.message}`);
    }
  },
};

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
Help ScouthelpScoutappThis component uses the Help Scout app.
First NamefirstNamestring

First name of the customer. When defined it must be between 1 and 40 characters.

Last NamelastNamestring

Last name of the customer. When defined it must be between 1 and 40 characters.

Phonephonestring

The phone number that will be used when creating a new customer.

Photo URLphotoUrlstring

URL of the customer's photo. Max length 200 characters.

Job TitlejobTitlestring

Job title. Max length 60 characters.

Photo TypephotoTypestringSelect a value from the drop down menu:unknowngravatartwitterfacebookgoogleprofilegooglepluslinkedininstagram
Backgroundbackgroundstring

This is the Notes field from the user interface. Max length 200 characters.

Locationlocationstring

Location of the customer. Max length 60 characters.

Organizationorganizationstring

Organization. Max length 60 characters.

GendergenderstringSelect a value from the drop down menu:malefemaleunknown
Ageagestring

Customer's age.

Emailsemailsstring[]

List of email entries. Format: {"type":"home","value":"customer@email.com"}. see Create Email for the object documentation.

Phonesphonesstring[]

List of phone entries. Format: {"type":"work","value":"222-333-4444"}. see Create Phone for the object documentation.

Chatschatsstring[]

List of chat entries. Format: {"type":"aim","value":"jsprout"}. see Create Chat Handle for the object documentation.

Social ProfilessocialProfilesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Websiteswebsitesstring[]

List of websites entries. Format: {"value":"https://api.helpscout.net/"}. see Create Website for the object documentation.

Address CityaddressCitystring

The city of the customer.

Address StateaddressStatestring

The state of the customer.

Address Postal CodeaddressPostalCodestring

The postal code of the customer.

Address CountryaddressCountrystring

The ISO 3166 Alpha-2 code country of the customer.

Address LinesaddressLinesstring[]

A list of address lines.

Propertiespropertiesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Action Authentication

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

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

About Help Scout

Simple Customer Service Software and Education

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