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Zendesk - How to get started with Zendesk in Automations

Ionut_Dumitrascu

Zendesk - How to get started with Zendesk in Automations

This article gives an overview of the available blocks in the Zendesk connector in Qlik Application Automation. It will also go over some basic examples of retrieving tickets and creating a ticket within a Zendesk account.

This connector supports CRUD operations(read, create, update, delete) for the following modules in Zendesk:

  • tickets
  • contacts
  • organizations

There are also a few blocks for managing file uploads and linking those to a ticket comment.

Authentication for this connector is based on the oAuth2 Protocol. For more details check this article.

Let's now go over a few basic examples of how to use the Zendesk connector:

1. How to list tickets from a Zendesk account:

  1. Create an automation;
  2. From the left menu, select the Zendesk connector;
    Ionut_Dumitrascu_1-1628075368019.png
  3. Use the 'Search for blocks' input to search for the "list tickets' block;
    Ionut_Dumitrascu_2-1628075413276.png
  4. Drag and drop the block into the automation and link it to the start block;
    Ionut_Dumitrascu_3-1628075464491.png
  5. From the left menu, search for the 'Output' block;
    Ionut_Dumitrascu_5-1628075740480.png
  6. Drag and drop the 'output' block into the automation and link it to the 'List tickets' block;
    Ionut_Dumitrascu_4-1628075507551.png
  7. Run the automation (if not saved previously, a 'Save automation' popup will appear). This will output a paginated list of tickets available.

2. How to create a ticket in your Zendesk account:

  1. The first two steps are similar as before;
  2. Use the 'Search for blocks' input to search for the "Create ticket' block;
  3. Drag and drop the block into the automation and link it to the start block;
    Ionut_Dumitrascu_7-1628076091601.png
  4. On the right side of the screen, use the input fields to fill in the ticket information;
    Ionut_Dumitrascu_8-1628076177440.png
  5. Run the automation (if not saved previously, a 'Save automation' popup will appear). This will create a new ticket in your Zendesk account and output this information.

3. For other more complex use-cases (example: Understanding how the incremental blocks work, how to upload a file and link it to a ticket) check out these articles:

 

The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.

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‎2021-09-06 06:24 AM
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