Create Expense with Remote 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 Expense with the Remote API

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Getting Started#

This integration creates a workflow with a Zendesk trigger and Remote 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. Optional- 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 Expense action
1. Connect your Remote account
2. Configure Amount
3. Select a Currency
4. Select a Employment ID
5. Select a Expense Category Slug
6. Configure Expense Date
7. Configure Receipt Content File Path
8. Configure Receipt File Name
9. Configure Reviewed At
10. Optional- Configure Tax Amount
11. Optional- Configure Timezone
12. Configure Title
13. Configure syncDir
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:0.0.10

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: "0.0.10",
  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",
          },
        ],
      };
    },
    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 Expense on Remote

Description:Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)

Version:0.0.1

Key:remote-create-expense

View on GitHub

Remote Overview#

The Remote API on Pipedream allows you to automate tasks related to global payroll, benefits, taxes, and compliance for a remote team. By integrating the Remote API with Pipedream’s serverless platform, you can create workflows that react to events within Remote, or from other sources. Automate employee onboarding, offboarding, and data sync between Remote and your HR systems. Effectively, you can connect Remote to 3,000+ other apps to streamline HR processes, gather insights, and maintain up-to-date records across all your platforms.

Action Code#

import { getFileStreamAndMetadata } from "@pipedream/platform";
import remote from "../../remote.app.mjs";

export default {
  key: "remote-create-expense",
  name: "Create Expense",
  description: "Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)",
  version: "0.0.1",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    remote,
    amount: {
      type: "integer",
      label: "Amount",
      description: "The amount of the expense",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the expense",
      options: [
        "USD",
        "EUR",
        "CAD",
      ],
    },
    employmentId: {
      propDefinition: [
        remote,
        "employmentId",
      ],
    },
    expenseCategorySlug: {
      propDefinition: [
        remote,
        "expenseCategorySlug",
        ({ employmentId }) => ({
          employmentId,
        }),
      ],
    },
    expenseDate: {
      type: "string",
      label: "Expense Date",
      description: "Date of the purchase, which must be in the past. **Format: YYYY-MM-DD**",
    },
    receiptContentFilePath: {
      type: "string",
      label: "Receipt Content File Path",
      description: "The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)",
    },
    receiptFileName: {
      type: "string",
      label: "Receipt File Name",
      description: "The file name",
    },
    reviewedAt: {
      type: "string",
      label: "Reviewed At",
      description: "The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. **Format: YYYY-MM-DDTHH:MM:SS**",
    },
    taxAmount: {
      type: "integer",
      label: "Tax Amount",
      description: "The tax amount of the expense",
      optional: true,
    },
    timezone: {
      type: "string",
      label: "Timezone",
      description: "The timezone of the expense. [TZ identifier](https://www.iana.org/time-zones)",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the expense",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
    },
  },
  methods: {
    async streamToBase64(stream) {
      return new Promise((resolve, reject) => {
        const chunks = [];

        stream.on("data", (chunk) => {
          chunks.push(chunk);
        });

        stream.on("end", () => {
          const buffer = Buffer.concat(chunks);
          resolve(buffer.toString("base64"));
        });

        stream.on("error", (err) => {
          reject(err);
        });
      });
    },
  },
  async run({ $ }) {
    const {
      stream, metadata,
    } = await getFileStreamAndMetadata(this.receiptContentFilePath);
    const base64String = await this.streamToBase64(stream);

    const response = await this.remote.createExpense({
      $,
      data: {
        amount: this.amount,
        currency: this.currency,
        employment_id: this.employmentId,
        expense_date: this.expenseDate,
        title: this.title,
        receipt: {
          content: `data:${metadata.contentType};base64,${base64String}`,
          name: this.receiptFileName,
        },
        expense_category_slug: this.expenseCategorySlug,
        reviewed_at: this.reviewedAt,
        tax_amount: this.taxAmount,
        timezone: this.timezone,
      },
    });

    $.export("$summary", `Successfully created expense with ID: ${response?.data?.expense?.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
Remote	`remote`	`app`	This component uses the Remote app.
Amount	`amount`	`integer`	The amount of the expense
Currency	`currency`	`string`	Select a value from the drop down menu:`USDEURCAD`
Employment ID	`employmentId`	`string`	Select a value from the drop down menu.
Expense Category Slug	`expenseCategorySlug`	`string`	Select a value from the drop down menu.
Expense Date	`expenseDate`	`string`	Date of the purchase, which must be in the past. Format: YYYY-MM-DD
Receipt Content File Path	`receiptContentFilePath`	`string`	The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)
Receipt File Name	`receiptFileName`	`string`	The file name
Reviewed At	`reviewedAt`	`string`	The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. Format: YYYY-MM-DDTHH:MM:SS
Tax Amount	`taxAmount`	`integer`	The tax amount of the expense
Timezone	`timezone`	`string`	The timezone of the expense. TZ identifier
Title	`title`	`string`	The title of the expense
syncDir	`syncDir`	`dir`

Create Expense with Remote API on New Ticket Added to View (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Remote, Zendesk and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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