Send Email with Holded API on New Ticket (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Holded, Zendesk and 2,400+ other apps remarkably fast.

Trigger workflow on

New Ticket (Instant) from the Zendesk API

Next, do this

Send Email with the Holded API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Zendesk trigger and Holded 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. Select a Trigger Category ID
3. Optional- Configure Custom Subdomain
4. Optional- Select one or more Fields
5. Optional- Configure JSON Body
Configure the Send Email action
1. Connect your Holded account
2. Select a Document Type
3. Select a Document ID
4. Configure Emails
5. Optional- Configure Subject
6. Optional- Configure Message
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:0.2.2

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: "0.2.2",
  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#

Send Email on Holded

Description:Deliver an email with a document to a contact through Holded. [See the docs](https://developers.holded.com/reference/send-document-1).

Version:0.0.1

Key:holded-send-email

View on GitHub

Holded Overview#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../holded.app.mjs";

export default {
  key: "holded-send-email",
  name: "Send Email",
  description: "Deliver an email with a document to a contact through Holded. [See the docs](https://developers.holded.com/reference/send-document-1).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    docType: {
      type: "string",
      label: "Document Type",
      description: "The type of document to send.",
      options: Object.values(constants.DOC_TYPE),
    },
    documentId: {
      propDefinition: [
        app,
        "documentId",
        ({ docType }) => ({
          args: {
            docType,
          },
        }),
      ],
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "The emails to send the document to.",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject of the email. Minimum 10 characters.",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description: "The message of the email. Minimum 20 characters.",
      optional: true,
    },
  },
  methods: {
    sendDocument({
      docType, documentId, ...args
    } = {}) {
      return this.app.post({
        path: `/documents/${docType}/${documentId}/send`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      docType,
      documentId,
      emails,
      subject,
      message,
    } = this;

    const response = await this.sendDocument({
      step,
      docType,
      documentId,
      data: {
        emails: Array.isArray(emails)
          ? emails.toString()
          : emails,
        subject,
        message,
      },
    });

    step.export("$summary", `Successfully sent document with status \`${response.info}\``);

    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
Holded	`app`	`app`	This component uses the Holded app.
Document Type	`docType`	`string`	Select a value from the drop down menu:`invoicesalesreceiptcreditnotesalesorderproformwaybillestimatepurchasepurchaseorderpurchaserefund`
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	The emails to send the document to.
Subject	`subject`	`string`	The subject of the email. Minimum 10 characters.
Message	`message`	`string`	The message of the email. Minimum 20 characters.

Action Authentication#

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

To retrieve your API keys,

Navigate to your Holded and sign in
Go to “Settings” > “Developers”

Send Email with Holded API on New Ticket (Instant) from Zendesk API

Pipedream makes it easy to connect APIs for Holded, Zendesk and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular