← Zendesk + Zoho Forms integrations

Get Form Fields with Zoho Forms 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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Get Form Fields with the Zoho Forms API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Zoho Forms 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 Get Form Fields action
    1. Connect your Zoho Forms account
    2. Select a Form Id
  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 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

Description:Get the fields of a particular form
Version:0.0.1
Key:zoho_forms-get-form-fields

Zoho Forms Overview

Zoho Forms API allows you to automate interactions with your forms and the data you collect. Leveraging Pipedream, you can harness this API to trigger workflows upon new form submissions, manipulate form entries, and sync data with other services. Pipedream’s serverless platform simplifies integrating Zoho Forms with hundreds of other apps, empowering you to create custom, scalable workflows without hosting or managing servers.

Action Code

import zohoForms from "../../zoho_forms.app.mjs";

export default {
  key: "zoho_forms-get-form-fields",
  name: "Get Form Fields",
  description: "Get the fields of a particular form",
  version: "0.0.1",
  type: "action",
  props: {
    zohoForms,
    formId: {
      propDefinition: [
        zohoForms,
        "formId",
      ],
    },
  },
  async run({ $ }) {
    const {
      formId,
      zohoForms,
    } = this;

    const response = await zohoForms.getFormFields({
      params: {
        form_id: formId,
      },
    });

    $.export("$summary", `Successfully fetched form with ID: ${formId}.`);
    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
Zoho FormszohoFormsappThis component uses the Zoho Forms app.
Form IdformIdstringSelect a value from the drop down menu.

Action Authentication

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

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

ZohoForms.forms.READ

About Zoho Forms

Build powerful forms for free, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Focus on your business while Zoho Forms handles the data collection process for you!

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