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Zendesk - How to get started with Zendesk in Automations

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Ionut_Dumitrascu

Zendesk - How to get started with Zendesk in Automations

Last Update:

Sep 6, 2021 6:24:25 AM

Updated By:

Ionut_Dumitrascu

Created date:

Sep 6, 2021 6:20:58 AM

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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Last update:
‎2021-09-06 06:24 AM
Updated by: