← Zendesk + Shift4 integrations

Create Charge with Shift4 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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Create Charge with the Shift4 API
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Getting Started

This integration creates a workflow with a Zendesk trigger and Shift4 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 Create Charge action
    1. Connect your Shift4 account
    2. Optional- Select a Customer ID
    3. Configure Amount
    4. Configure Currency
    5. Optional- Select a Type
    6. Optional- Configure Description
    7. Optional- Configure Card
    8. Optional- Configure Payment Method
    9. Optional- Configure Flow
    10. Optional- Configure Captured
    11. Optional- Configure Shipping
    12. Optional- Configure Billing
    13. Optional- Configure 3D Secure
    14. Optional- Configure Metadata
  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:Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)
Version:0.0.1
Key:shift4-create-charge

Shift4 Overview

The Shift4 API provides robust payment processing capabilities, enabling secure transactions for various business needs. On Pipedream, you can leverage this API to create automated workflows that respond to events, handle payments, and sync transaction data with other services. By integrating Shift4 with Pipedream, you unlock a realm of possibilities for automating payment operations, analyzing sales data, and improving customer experiences with real-time actions.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import { TYPE_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import shift4 from "../../shift4.app.mjs";

export default {
  key: "shift4-create-charge",
  name: "Create Charge",
  description: "Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)",
  version: "0.0.1",
  type: "action",
  props: {
    shift4,
    customerId: {
      propDefinition: [
        shift4,
        "customerId",
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        shift4,
        "amount",
      ],
    },
    currency: {
      propDefinition: [
        shift4,
        "currency",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of the charge.",
      options: TYPE_OPTIONS,
      optional: true,
    },
    description: {
      propDefinition: [
        shift4,
        "description",
      ],
      optional: true,
    },
    card: {
      propDefinition: [
        shift4,
        "card",
      ],
      optional: true,
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "Payment method details or identifier.",
      optional: true,
    },
    flow: {
      type: "object",
      label: "Flow",
      description: "Details specific to the payment method charge.",
      optional: true,
    },
    captured: {
      type: "boolean",
      label: "Captured",
      description: "Whether this charge should be immediately captured.",
      optional: true,
    },
    shipping: {
      type: "object",
      label: "Shipping",
      description: "Shipping details. Sample object: `{name: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}}`",
      optional: true,
    },
    billing: {
      type: "object",
      label: "Billing",
      description: "Billing details. Sample object: `{name: \"string\", email: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}, vat: \"string\"}`",
      optional: true,
    },
    threeDSecure: {
      type: "object",
      label: "3D Secure",
      description: "3D Secure options.",
      optional: true,
    },
    metadata: {
      propDefinition: [
        shift4,
        "metadata",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.customerId && !this.card && !this.paymentMethod) {
      throw new ConfigurationError("Either **CustomerId**, **Card** or **PaymentMethod** is required!");
    }

    try {
      const response = await this.shift4.createCharge({
        $,
        data: {
          amount: this.amount,
          currency: this.currency,
          type: this.type,
          description: this.description,
          customerId: this.customerId,
          card: this.card && parseObject(this.card),
          paymentMethod: this.paymentMethod && parseObject(this.paymentMethod),
          flow: this.flow && parseObject(this.flow),
          captured: this.captured,
          shipping: this.shipping && parseObject(this.shipping),
          billing: this.billing && parseObject(this.billing),
          threeDSecure: this.threeDSecure && parseObject(this.threeDSecure),
          metadata: this.metadata && parseObject(this.metadata),
        },
      });

      $.export("$summary", `Successfully created charge with Id: ${response.id}`);
      return response;
    } catch ({ message }) {
      throw new ConfigurationError(JSON.parse(message).error.message);
    }
  },
};

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
Shift4shift4appThis component uses the Shift4 app.
Customer IDcustomerIdstringSelect a value from the drop down menu.
Amountamountinteger

The charge amount in minor units of a given currency. For example, 10€ is represented as '1000'.

Currencycurrencystring

The charge currency represented as a three-letter ISO currency code.

TypetypestringSelect a value from the drop down menu:{ "label": "First Recurring", "value": "first_recurring" }{ "label": "Subsequent Recurring", "value": "subsequent_recurring" }{ "label": "Merchant Initiated", "value": "merchant_initiated" }{ "label": "Customer Initiated", "value": "customer_initiated" }
Descriptiondescriptionstring

A description for the charge.

Cardcardstring

Card token, card details or card identifier.

Payment MethodpaymentMethodstring

Payment method details or identifier.

Flowflowobject

Details specific to the payment method charge.

Capturedcapturedboolean

Whether this charge should be immediately captured.

Shippingshippingobject

Shipping details. Sample object: {name: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}}

Billingbillingobject

Billing details. Sample object: {name: "string", email: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}, vat: "string"}

3D SecurethreeDSecureobject

3D Secure options.

Metadatametadataobject

Metadata object.

Action Authentication

Shift4 uses API keys for authentication. When you connect your Shift4 account, Pipedream securely stores the keys so you can easily authenticate to Shift4 APIs in both code and no-code steps.

To retrieve your API keys,

  • Navigate to your Shift4 account and sign in
  • Click the dropdown on the top right
  • Go to “Account Settings” > “API keys”

About Shift4

We’re changing the way the world experiences commerce.

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