> For the complete documentation index, see [llms.txt](https://docs.planetcrust.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.planetcrust.com/zendesk/zendesk.md). # Zendesk Zendesk Connection

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Put Zendesk to Work with @Human Automations and @Human Agents

The Zendesk Connection documents all Triggers, Actions and Query Operations available for creating automations via the Zendesk API.

{% embed url="" %} #### What can you do with the Zendesk Connection? * Connect to the Zendesk API in a few clicks * Use the related Zendesk Operations (see below) in @Human Automations or @Human Agents ### Related Operations #### Trigger Operations **Ticket Created** Triggers on: tickets/created Triggered when a new support ticket is created in Zendesk. **Ticket Updated** Triggers on: tickets/updated Triggered when an existing support ticket is updated in Zendesk. **User Created** Triggers on: users/created Triggered when a new user is created in Zendesk. #### Action Operations [Action: Create Ticket](/zendesk/zendesk/action-create-ticket.md) [Action: Update Ticket](/zendesk/zendesk/action-update-ticket.md) #### Query Operations Example link ### Related Automations Example link ### Obtaining Access Credentials To obtain a **Personal Access Token (PAT)** for **Zendesk** (system-to-system access), follow these steps: #### **Prerequisites** * **Admin access** to the Zendesk account (or a role with API token permissions). * **Zendesk subdomain** (e.g., `yourcompany.zendesk.com`). #### **Steps to Generate a PAT in Zendesk** 1. **Log in** to your Zendesk account with admin privileges. → Go to: `https://[your_subdomain].zendesk.com` 2. **Navigate to Admin Center**: * Click the **Admin icon (⚙️)** in the sidebar. * Select **Apps and Integrations** > **Zendesk API**. 3. **Generate a New Token**: * Under the **APIs** section, click on the **API Tokens**. * Click on the **Get Started** button. * Click on the **Add API Token** button. 4. **Configure the Token**: * **Description**: Enter a name (e.g., "System Integration PAT"). * Click **Save**. 5. **Copy the Token**: * The token will be displayed **once**. Copy it immediately. * Store it securely (e.g., password manager, secrets vault). ### Configuring Webhooks 1. **Log in** to the **Zendesk Admin Center**. 2. **Navigate to Webhooks**: * In the sidebar, select **Apps and integrations**. * Click **Webhooks** > **Webhooks**. 3. **Create Webhook**: * Click **Create webhook**. * Select a **Connection method** (e.g., "Trigger or automation" or "Zendesk events"). 4. **Configure Details**: * **Name**: Enter a descriptive name for the webhook. * **Endpoint URL**: Provide the destination URL. * **Request method**: Select the HTTP method (e.g., POST). * **Request format**: Choose the payload format (e.g., JSON). * **Authentication**: Select the authentication type and enter the required credentials. 5. **Finalize**: * Click **Next** or **Create**. * Review and click **Finish setup**. 6. **Activate via Triggers (if applicable)**: * Go to **Objects and rules** > **Business rules** > **Triggers**. * Add or edit a trigger. * Under **Actions**, select **Notify active webhook** and choose the created webhook. * Define the payload and click **Save**. ### Code (Apache v2.0): Service Connectivity and Metadata ``` { "handle": "zendesk-rest-api-v2", "status": "active", "meta": { "short": "Zendesk REST API", "description": "Connect to Zendesk's REST API to manage tickets, users, and other resources.", "icon": "zendesk", "tags": ["support", "ticketing", "crm"] }, "service": { "baseURL": { "value": "https://{{subdomain}}.zendesk.com/api/v2" }, "protocol": "https", "contentType": "application/json", "headers": { "Accept": { "value": "application/json" } }, "auth": { "method": "basic", "params": { "basic": { "username": { "value": "{{email}}/token", "placeholders": [ { "name": "email", "type": "String", "description": "Zendesk account email", "required": true } ] }, "password": { "value": "{{apiToken}}", "placeholders": [ { "name": "apiToken", "type": "String", "description": "Zendesk API token", "required": true } ] } } } } } } ``` ### Code (Apache v2.0): List of External Resources and Internal Mapping ``` [ { "handle": "tickets", "meta": { "short": "Tickets", "description": "Manage Zendesk support tickets" }, "endpoint": { "value": "/api/v2/tickets", "placeholders": [] }, "fields": [ { "name": "id", "type": "Integer", "selector": ["id"], "meta": {} }, { "name": "subject", "type": "String", "selector": ["subject"], "meta": {} }, { "name": "description", "type": "String", "selector": ["description"], "meta": {} }, { "name": "status", "type": "String", "selector": ["status"], "meta": {} }, { "name": "priority", "type": "String", "selector": ["priority"], "meta": {} } ], "operations": { "list": { "method": "GET", "path": { "value": "", "placeholders": [] }, "headers": {}, "queryParams": {}, "bodyTemplate": null }, "read": { "method": "GET", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "Ticket ID", "required": true } ] }, "headers": {}, "queryParams": {}, "bodyTemplate": null }, "create": { "method": "POST", "path": { "value": "", "placeholders": [] }, "headers": { "Content-Type": "application/json" }, "queryParams": {}, "bodyTemplate": { "value": "{\"ticket\": {\"subject\": \"{{subject}}\", \"description\": \"{{description}}\"}}", "placeholders": [ { "name": "subject", "type": "String", "description": "Ticket subject", "required": true }, { "name": "description", "type": "String", "description": "Ticket description", "required": true } ] } }, "update": { "method": "PUT", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "Ticket ID", "required": true } ] }, "headers": { "Content-Type": "application/json" }, "queryParams": {}, "bodyTemplate": { "value": "{\"ticket\": {\"subject\": \"{{subject}}\", \"description\": \"{{description}}\", \"status\": \"{{status}}\"}}", "placeholders": [ { "name": "subject", "type": "String", "description": "Ticket subject", "required": false }, { "name": "description", "type": "String", "description": "Ticket description", "required": false }, { "name": "status", "type": "String", "description": "Ticket status", "required": false } ] } }, "delete": { "method": "DELETE", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "Ticket ID", "required": true } ] }, "headers": {}, "queryParams": {}, "bodyTemplate": null } }, "webhooks": [ { "event": "created", "path": "/webhooks/zendesk/tickets/created", "payload": [ { "name": "id", "type": "Integer", "selector": ["ticket", "id"], "meta": {} }, { "name": "subject", "type": "String", "selector": ["ticket", "subject"], "meta": {} } ] }, { "event": "updated", "path": "/webhooks/zendesk/tickets/updated", "payload": [ { "name": "id", "type": "Integer", "selector": ["ticket", "id"], "meta": {} }, { "name": "status", "type": "String", "selector": ["ticket", "status"], "meta": {} } ] } ] }, { "handle": "users", "meta": { "short": "Users", "description": "Manage Zendesk users" }, "endpoint": { "value": "/api/v2/users", "placeholders": [] }, "fields": [ { "name": "id", "type": "Integer", "selector": ["id"], "meta": {} }, { "name": "name", "type": "String", "selector": ["name"], "meta": {} }, { "name": "email", "type": "String", "selector": ["email"], "meta": {} }, { "name": "role", "type": "String", "selector": ["role"], "meta": {} } ], "operations": { "list": { "method": "GET", "path": { "value": "", "placeholders": [] }, "headers": {}, "queryParams": {}, "bodyTemplate": null }, "read": { "method": "GET", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "User ID", "required": true } ] }, "headers": {}, "queryParams": {}, "bodyTemplate": null }, "create": { "method": "POST", "path": { "value": "", "placeholders": [] }, "headers": { "Content-Type": "application/json" }, "queryParams": {}, "bodyTemplate": { "value": "{\"user\": {\"name\": \"{{name}}\", \"email\": \"{{email}}\"}}", "placeholders": [ { "name": "name", "type": "String", "description": "User name", "required": true }, { "name": "email", "type": "String", "description": "User email", "required": true } ] } }, "update": { "method": "PUT", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "User ID", "required": true } ] }, "headers": { "Content-Type": "application/json" }, "queryParams": {}, "bodyTemplate": { "value": "{\"user\": {\"name\": \"{{name}}\", \"email\": \"{{email}}\"}}", "placeholders": [ { "name": "name", "type": "String", "description": "User name", "required": false }, { "name": "email", "type": "String", "description": "User email", "required": false } ] } }, "delete": { "method": "DELETE", "path": { "value": "/{{id}}", "placeholders": [ { "name": "id", "type": "Integer", "description": "User ID", "required": true } ] }, "headers": {}, "queryParams": {}, "bodyTemplate": null } }, "webhooks": [ { "event": "created", "path": "/webhooks/zendesk/users/created", "payload": [ { "name": "id", "type": "Integer", "selector": ["user", "id"], "meta": {} }, { "name": "email", "type": "String", "selector": ["user", "email"], "meta": {} } ] } ] } ] ```

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