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Use this app when you need to work with Zendesk tickets, users, or organizations in a workflow. You can list, search, create, and update records from your connected account.

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Configuration

Before you configure this step, connect Zendesk in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Zendesk response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Zendesk if you have not already done that.
  2. Add a Zendesk step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List Tickets in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a ticket from a form

  1. Create Ticket
  2. List Tickets
  3. Search Zendesk

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Follow up on a ticket

  1. List Ticket Audits
  2. Get Ticket Metrics
  3. Make Comment Private

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Manage customer records

  1. List Users
  2. Get User
  3. Create Or Update Organization

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Notes

  • This step depends on a connected Zendesk integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Zendesk tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Zendesk as an Agent Tool

You can also add Zendesk as a tool in the Agent Editor. Open the agent, click Add tool, and select Zendesk. In the tool settings panel, choose the connected account the agent should use. The agent calls Zendesk actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration