Update Ticket with Zendesk API on New Record from Zoho Creator API

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New Record from the Zoho Creator API

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Update Ticket with the Zendesk API

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Getting Started#

This integration creates a workflow with a Zoho Creator trigger and Zendesk action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Record trigger
1. Connect your Zoho Creator account
2. Configure Polling interval
3. Select a Application
4. Select a Report
Configure the Update Ticket action
1. Connect your Zendesk account
2. Select a Ticket ID
3. Configure Comment body
4. Optional- Select a Ticket Priority
5. Optional- Configure Ticket Subject
6. Optional- Select a Ticket Status
7. Optional- Configure Custom Subdomain
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 Record on Zoho Creator

Description:Emit new records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.

Version:0.0.3

Key:zoho_creator-new-record

View on GitHub

Zoho Creator Overview#

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code#

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho Creator	`zohoCreator`	`app`	This component uses the Zoho Creator app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	How often to poll the Zoho Creator API for resources
Application	`appLinkName`	`string`	Select a value from the drop down menu.
Report	`reportLinkName`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Zoho Creator uses OAuth authentication. When you connect your Zoho Creator account, Pipedream will open a popup window where you can sign into Zoho Creator 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 Creator API.

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator#

Low-code platform

Action#

Update Ticket on Zendesk

Description:Updates a ticket. [See the documentation](https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/#update-ticket).

Version:0.1.2

Key:zendesk-update-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.

Action Code#

import app from "../../zendesk.app.mjs";

export default {
  key: "zendesk-update-ticket",
  name: "Update Ticket",
  description: "Updates a ticket. [See the documentation](https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/#update-ticket).",
  type: "action",
  version: "0.1.2",
  props: {
    app,
    ticketId: {
      propDefinition: [
        app,
        "ticketId",
      ],
    },
    ticketCommentBody: {
      propDefinition: [
        app,
        "ticketCommentBody",
      ],
    },
    ticketPriority: {
      propDefinition: [
        app,
        "ticketPriority",
      ],
    },
    ticketSubject: {
      propDefinition: [
        app,
        "ticketSubject",
      ],
    },
    ticketStatus: {
      propDefinition: [
        app,
        "ticketStatus",
      ],
    },
    customSubdomain: {
      propDefinition: [
        app,
        "customSubdomain",
      ],
    },
  },
  methods: {
    updateTicket({
      ticketId, ...args
    } = {}) {
      return this.app.update({
        path: `/tickets/${ticketId}`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      ticketId,
      ticketCommentBody,
      ticketPriority,
      ticketSubject,
      ticketStatus,
      customSubdomain,
    } = this;

    const response = await this.updateTicket({
      step,
      ticketId,
      customSubdomain,
      data: {
        ticket: {
          comment: {
            body: ticketCommentBody,
          },
          priority: ticketPriority,
          subject: ticketSubject,
          status: ticketStatus,
        },
      },
    });

    step.export("$summary", `Successfully updated ticket with ID ${response.ticket.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
Zendesk	`app`	`app`	This component uses the Zendesk app.
Ticket ID	`ticketId`	`string`	Select a value from the drop down menu.
Comment body	`ticketCommentBody`	`string`	The body of the comment.
Ticket Priority	`ticketPriority`	`string`	Select a value from the drop down menu:`urgenthighnormallow`
Ticket Subject	`ticketSubject`	`string`	The subject of the ticket.
Ticket Status	`ticketStatus`	`string`	Select a value from the drop down menu:`newopenpendingholdsolvedclosed`
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`

Action 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.

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Popular Triggers#

New or Updated Record from the Zoho Creator API

Emit new or updated records in a report. The Modified Time field must be added as Grouping field in the Zoho Creator record properties for the Report chosen in the dropdown below. See the grouping help article and the docs for more information.

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New Record from the Zoho Creator API

Emit new records in a report. The Added Time field must be added as a Grouping field in the Zoho Creator record properties for the Report chosen in the dropdown below. See the grouping help article and the docs for more information.

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New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

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New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

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