How to Connect Zendesk With Zepel
Zendesk is a customer support software that lets you respond to customer queries, issues, and bugs quickly.
By connecting Zendesk with Streams in Zepel, you can send customer tickets and prioritize issues and bugs reported by your customers effortlessly.
Before you begin:
-
Make sure you’re logged in to your Zendesk account and have Streams subscription enabled in your Zepel account.
-
Make sure you are the admin of the Zendesk account.
IN THIS PAGE
Connecting Zendesk with Zepel
Connecting Zendesk with Zepel is a two step process that requires you to:
- Create an Extension in Zendesk
- Create a Trigger in Zendesk
Create an Extension in Zendesk
-
In your Zepel account and navigate to the
Streams
tab. -
Click on the
Add Source
button.
- A pop-up will appear with a list of sources available.
-
Click on
Zendesk
to connect it with Zepel. -
Click
Enable Zendesk
. -
Copy the secret Webhook URL that is generated for your account.
-
Head over to Zendesk’s
Settings
. -
From the left side bar, scroll down to
Settings
section. -
Click
Extensions
.
- Click
Add Target
.
- Select
HTTP Target
.
- Give your target a recognizable name.
NOTE: You will need to select this target at a later step.
- Paste the secret webhook URL you copied from your Zepel account in the
URL
field.
- Change the method to
POST
.
- At the bottom of the form, make sure to change
Test Target
toCreate Target
.
- Click
Submit
.
Create a Trigger in Zendesk
-
Head over to Zendesk’s
Settings
. -
From the left side bar, scroll down to
Business Rules
section. -
Click
Triggers
.
- Click
Add Trigger
.
-
Give your trigger a name and a description.
-
Under
Conditions
, you can set under what condition you’d like to send the ticket to Zepel. You can get as creative as you’d like. -
An example condition:
Meet all of the following conditions:
-
Comment is Private
-
Comment text contains the following string
Send to Zepel
This way, when you add Send to Zepel
as a private comment to any ticket, the corresponding ticket will automatically be sent to Zepel.
NOTE: You can choose to set any type of condition that suits your business needs.
-
Once the conditions are added, under the
Actions
sections, clickAdd action
. -
Select
Notify target
from the drop down menu.
-
You will now be presented with a list of targets you created in your account.
-
Select the target name you created while creating an extension.
-
Once you select the target, a JSON editor will appear below.
-
Paste the following into the JSON editor:
{
"id": "{{ticket.id}}",
"title" : "{{ticket.title}}",
"description" : "{{ticket.description}}",
"url": "{{ticket.url}}",
"user_name": "{{current_user.name}}",
"user_email": "{{current_user.email}}",
"user_id": "{{current_user.id}}"
}
- Click
Create
.
Your Zendesk tickets will be sent to Streams in Zepel every time the trigger conditions are met.