Create Project with Roll API on New Ticket (Instant) from Zendesk API

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Trigger workflow on

New Ticket (Instant) from the Zendesk API

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Create Project with the Roll API

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Getting Started#

This integration creates a workflow with a Zendesk trigger and Roll 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 (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
Configure the Create Project action
1. Connect your Roll account
2. Select a Company Id
3. Optional- Configure Title
4. Optional- Configure Description
5. Optional- Select a Status
6. Optional- Select a SubStatus Id
7. Optional- Configure Color
8. Optional- Configure Job Number
9. Optional- Configure Project At Risk
10. Optional- Select one or more Type
11. Select a Lead Source Id
12. Optional- Configure Value
13. Optional- Configure Due Date
14. Optional- Configure Start Date
15. Optional- Configure Last Date
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 (Instant) on Zendesk

Description:Emit new event when a ticket is created

Version:0.2.8

Key:zendesk-new-ticket

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: "New Ticket (Instant)",
  key: "zendesk-new-ticket",
  type: "source",
  description: "Emit new event when a ticket is created",
  version: "0.2.8",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "New Ticket Webhook";
    },
    getTriggerTitle() {
      return "New Ticket Trigger";
    },
    getTriggerConditions() {
      return {
        all: [
          {
            field: "update_type",
            value: "Create",
          },
        ],
      };
    },
  },
};

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 Project on Roll

Description:Create a new project [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)

Version:0.0.2

Key:roll-create-project

View on GitHub

Roll Overview#

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Action Code#

import _ from "lodash";
import roll from "../../roll.app.mjs";

export default {
  key: "roll-create-project",
  name: "Create Project",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  description: "Create a new project [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)",
  type: "action",
  props: {
    roll,
    companyId: {
      propDefinition: [
        roll,
        "companyId",
      ],
    },
    title: {
      propDefinition: [
        roll,
        "title",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        roll,
        "description",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        roll,
        "projectStatus",
      ],
      optional: true,
    },
    subStatusId: {
      propDefinition: [
        roll,
        "projectStatus",
        (c) => ({
          parentId: c.status.value,
        }),
      ],
      label: "SubStatus Id",
      description: "The project's sub status.",
      optional: true,
    },
    color: {
      propDefinition: [
        roll,
        "color",
      ],
      optional: true,
    },
    jobNumber: {
      propDefinition: [
        roll,
        "jobNumber",
      ],
      optional: true,
    },
    projectAtRisk: {
      propDefinition: [
        roll,
        "projectAtRisk",
      ],
      optional: true,
    },
    projectType: {
      propDefinition: [
        roll,
        "projectType",
      ],
      optional: true,
    },
    projectLeadSourceId: {
      propDefinition: [
        roll,
        "projectLeadSourceId",
      ],
    },
    value: {
      propDefinition: [
        roll,
        "value",
      ],
      optional: true,
    },
    dueDate: {
      propDefinition: [
        roll,
        "dueDate",
      ],
      optional: true,
    },
    startDate: {
      propDefinition: [
        roll,
        "startDate",
      ],
      optional: true,
    },
    lastDate: {
      type: "string",
      label: "Last Date",
      description: "The day by the project's must be finish. Date format: `0000-00-00`",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      roll,
      ...variables
    } = this;

    if (variables.status) variables.status = variables.status.label;
    if (variables.subStatusId) variables.subStatusId = variables.subStatusId.value;
    if (variables.projectAtRisk) variables.projectAtRisk = +variables.projectAtRisk;
    if (variables.projectType) variables.projectType = variables.projectType.toString();

    const response = await this.roll.makeRequest({
      variables: _.pickBy(variables),
      query: "addProject",
      type: "mutation",
    });

    $.export("$summary", `Project successfully created with Id ${response.addProject.ProjectId}!`);
    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
Roll	`roll`	`app`	This component uses the Roll app.
Company Id	`companyId`	`integer`	Select a value from the drop down menu.
Title	`title`	`string`	The project's title
Description	`description`	`string`	The project's description
Status	`status`	`integer`	Select a value from the drop down menu.
SubStatus Id	`subStatusId`	`integer`	Select a value from the drop down menu.
Color	`color`	`string`	The hexadecimal color code
Job Number	`jobNumber`	`string`	The identification number of the job.
Project At Risk	`projectAtRisk`	`boolean`	Whether the project is at risk or not.
Type	`projectType`	`integer[]`	Select a value from the drop down menu.
Lead Source Id	`projectLeadSourceId`	`integer`	Select a value from the drop down menu.
Value	`value`	`string`	The project's amount.
Due Date	`dueDate`	`string`	The date by which the project must be done. Date format: `0000-00-00`
Start Date	`startDate`	`string`	The day by the project must be started. Date format: `0000-00-00`
Last Date	`lastDate`	`string`	The day by the project's must be finish. Date format: `0000-00-00`

Create Project with Roll API on New Ticket (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Roll, Zendesk and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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