← Zendesk + Onfleet integrations

Create Task (Template Use) with Onfleet API on Ticket Solved (Instant) from Zendesk API

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Ticket Solved (Instant) from the Zendesk API
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Create Task (Template Use) with the Onfleet API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Onfleet 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 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
  3. Configure the Create Task (Template Use) action
    1. Connect your Onfleet account
    2. Select a Merchant
    3. Select a Executor
    4. Configure Recipient Name
    5. Configure Recipient Phone
    6. Optional- Configure Recipient Notes
    7. Optional- Configure Destination Latitude
    8. Optional- Configure Destination Longitude
    9. Configure Address Line 1
    10. Optional- Configure Address Line 2
    11. Configure Address City
    12. Configure Address State / Province
    13. Configure Address Post Code / Zip
    14. Configure Address Country
    15. Optional- Configure Notes
    16. Optional- Configure Complete After
    17. Optional- Configure Complete Before
    18. Optional- Configure Pickup Task
    19. Select a Assignment
    20. Optional- Configure Quantity
    21. Optional- Configure Service Time
    22. Configure Signature Requirement
    23. Configure Photo Requirement
    24. Configure Notes Requirement
    25. Optional- Configure Minimum Age Requirement
  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 solved status
Version:0.2.2
Key:zendesk-ticket-solved

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.
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 single task. Used for simple templates only. [See the docs here](https://docs.onfleet.com/reference/create-task)
Version:0.0.1
Key:onfleet-create-task-template

Onfleet Overview

The Onfleet API integrates with Pipedream to power logistics and delivery operations, offering real-time tracking, optimized routes, automatic dispatch, analytics, and communication with drivers. With Pipedream's serverless platform, one can automate complex workflows involving Onfleet and other apps, triggering actions based on events, scheduling tasks, or processing data to enhance delivery services.

Action Code

import onfleet from "../../app/onfleet.app.mjs";
import { clearObj, prepareData } from "../common/utils.mjs";
export default {
    key: "onfleet-create-task-template",
    name: "Create Task (Template Use)",
    description: "Creates a single task. Used for simple templates only. [See the docs here](https://docs.onfleet.com/reference/create-task)",
    type: "action",
    version: "0.0.1",
    props: {
        onfleet,
        merchant: {
            propDefinition: [
                onfleet,
                "merchant",
            ],
        },
        executor: {
            propDefinition: [
                onfleet,
                "merchant",
            ],
            label: "Executor",
            description: "The ID of the organization that will be responsible for fulfilling the task. Defaults to the creating organization. If you delegate your deliveries to a third party, provide their organization ID.",
        },
        recipientName: {
            propDefinition: [
                onfleet,
                "recipientName",
            ],
        },
        recipientPhone: {
            propDefinition: [
                onfleet,
                "recipientPhone",
            ],
        },
        recipientNotes: {
            propDefinition: [
                onfleet,
                "recipientNotes",
            ],
            optional: true,
        },
        latitude: {
            propDefinition: [
                onfleet,
                "latitude",
            ],
            optional: true,
        },
        longitude: {
            propDefinition: [
                onfleet,
                "longitude",
            ],
            optional: true,
        },
        street: {
            propDefinition: [
                onfleet,
                "street",
            ],
        },
        apartment: {
            propDefinition: [
                onfleet,
                "apartment",
            ],
            optional: true,
        },
        city: {
            propDefinition: [
                onfleet,
                "city",
            ],
        },
        state: {
            propDefinition: [
                onfleet,
                "state",
            ],
        },
        postalCode: {
            propDefinition: [
                onfleet,
                "postalCode",
            ],
        },
        country: {
            propDefinition: [
                onfleet,
                "country",
            ],
        },
        notes: {
            propDefinition: [
                onfleet,
                "notes",
            ],
            optional: true,
        },
        completeAfter: {
            propDefinition: [
                onfleet,
                "completeAfter",
            ],
            optional: true,
        },
        completeBefore: {
            propDefinition: [
                onfleet,
                "completeBefore",
            ],
            optional: true,
        },
        pickupTask: {
            propDefinition: [
                onfleet,
                "pickupTask",
            ],
            optional: true,
        },
        autoAssign: {
            propDefinition: [
                onfleet,
                "autoAssign",
            ],
            reloadProps: true,
        },
        quantity: {
            propDefinition: [
                onfleet,
                "quantity",
            ],
            optional: true,
        },
        serviceTime: {
            propDefinition: [
                onfleet,
                "serviceTime",
            ],
            optional: true,
        },
        signatureRequirement: {
            propDefinition: [
                onfleet,
                "signatureRequirement",
            ],
        },
        photoRequirement: {
            propDefinition: [
                onfleet,
                "photoRequirement",
            ],
        },
        notesRequirement: {
            propDefinition: [
                onfleet,
                "notesRequirement",
            ],
        },
        minimumAgeRequirement: {
            propDefinition: [
                onfleet,
                "minimumAgeRequirement",
            ],
            optional: true,
        },
    },
    async additionalProps() {
        let props = {};
        if (this.autoAssign) {
            if (this.autoAssign != "auto-assign") {
                props = {
                    ...props,
                    team: {
                        type: "string",
                        label: "Team Id",
                        description: "The team's Id",
                        options: async () => {
                            const teams = await this.onfleet.listTeams();
                            return teams.map(({ id: value, name: label, }) => ({
                                label,
                                value,
                            }));
                        },
                    },
                };
            }
            if (this.autoAssign === "driver") {
                props = {
                    ...props,
                    worker: {
                        type: "string",
                        label: "Driver",
                        description: "The driver's Id",
                        options: async () => {
                            const drivers = await this.onfleet.listWorkers({
                                teamId: this.team,
                            });
                            return drivers.map(({ id: value, name: label, }) => ({
                                label,
                                value,
                            }));
                        },
                    },
                };
            }
        }
        return props;
    },
    async run({ $ }) {
        const { onfleet, ...data } = this;
        const preparedData = prepareData(data);
        const response = await onfleet.createTask(clearObj(preparedData));
        $.export("$summary", `A new task with id ${response.id} was successfully created!`);
        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
OnfleetonfleetappThis component uses the Onfleet app.
MerchantmerchantstringSelect a value from the drop down menu.
ExecutorexecutorstringSelect a value from the drop down menu.
Recipient NamerecipientNamestring

The person to be notified that the dropoff is occurring.

Recipient PhonerecipientPhonestring

The phone of the recipient.

Recipient NotesrecipientNotesstring

Notes related the recipient or the destination like door codes, beware of dog, etc.

Destination Latitudelatitudestring

The Latitude of the destination.

Destination Longitudelongitudestring

The Longitude of the destination.

Address Line 1streetstring

If coordinates used, this will be for display purposes only. Coordinates will be relied on for actual location. Used for the number and name of the street.

Address Line 2apartmentstring

For display purposes only. Used for Apartment, suite or other descriptive information.

Address Citycitystring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address State / Provincestatestring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address Post Code / ZippostalCodestring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address Countrycountrystring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Notesnotesstring

Notes for the task. Field length cannot exceed 10,000 characters.

Complete AftercompleteAfterinteger

A timestamp in unix time for the earliest time the task should be completed, in milliseconds precision.

Complete BeforecompleteBeforeinteger

A timestamp in unix time for the latest time the task should be completed, in milliseconds precision.

Pickup TaskpickupTaskboolean

Whether the task is a pickup task.

AssignmentautoAssignstringSelect a value from the drop down menu:auto-assignteamdriver
Quantityquantityinteger

The number of units to be dropped off while completing this task, for route optimization purposes.

Service TimeserviceTimeinteger

The number of minutes to be spent by the worker on arrival at this task's destination, for route optimization purposes.

Signature RequirementsignatureRequirementboolean

A signature must be collected to complete this task.

Photo RequirementphotoRequirementboolean

A photo must be collected to complete this task.

Notes RequirementnotesRequirementboolean

Task completion notes must be submitted to complete this task.

Minimum Age RequirementminimumAgeRequirementinteger

The recipient's ID must be scanned and their age verified to be greater than or equal to the minimumAge in order to complete the task. Must be in a plan that supports ID verification.

Action Authentication

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

To retrieve your API key,

  • Navigate to your Onfleet account and sign in
  • Go to Settings > API & Webhooks

About Onfleet

Onfleet is the world's most advanced last mile delivery platform.

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