Connect to Zendesk code-free

Before you begin

In your Next Matter portal, go to Automations library, and click Connect in the Zendesk app tile.

Enter the subdomain to connect to Zendesk using OAuth.

For example, if your domain is: https://d3v-nextmatter.zendesk.com/agent/dashboard, then d3v-nextmatter is the subdomain to enter.

Use Zendesk integration

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Zendesk.
3. Click the step and click Configure integration.
4. Select Create ticket or Update ticket in the Zendesk action.
5. Fill in all the required fields marked with an asterisk.
6. (Optional) Enter the requester name and email (that would normally be your client name and email address). These two fields are co-dependant so you can either leave both empty or fill in them both.
   If requester name and email are not provided, we will use the details of the user who connected Zendesk to Next Matter.
7. (Optional) In the Custom fields field, enter the Zendesk custom field ID and its value. For example:

{"12657892184563":"Information","12657892184564":"Information_2"}

You can enter several fields, separated with a comma.

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If you are updating the ticket to give it the Solved (or Completed) status, make sure you provide a value to ALL the required custom fields. If any of the required fields is not filled in, the step will show an error.

8. (Optional) Click + Add a variable and add any variables you need to use in the next steps. For example enter this value: $.'Ticket ID' to get the Zendesk ticket ID of the newly created ticket.
9. When everything is correct, click Save changes.

Custom fields

To get the ID of the custom fields in Zendesk, you need to be a Zendesk admin. To get the ID:

1. In Zendesk, open Admin Center.

2. Click Objects and Rules > Fields.

3. Copy the Field ID of the custom field you want to appear in the ticket created from Next Matter.

   

4. Add the ID in the Next Matter Custom fields field and provide a value for this field.

Variables

You can add variables to your step configuration. Variables are chunks of data that we take from the Response of the step and turn them into reusable items. For example, when you create a ticket in Zendesk, Zendesk would normally return this ticket ID.

You can add variables to your step configuration. Variables are chunks of data that we take from the Response of the step and turn into reusable items.

We extract the data chunks you can reuse for you.
To add variables, select them from the Select data to reuse drop-down and click + Add.

Tip: You can still add custom variables. Simply add a pre-defined one, clear the fields, and enter the desired variable.

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Tip: Note that user variable names need to be unique and can't be duplicated. Otherwise, you won't be able to save your configuration.

Author ID

If you create or update tickets with the no-code step, you need to provide the Zendesk Author ID. This user will be shown as the author of the comment in Zendesk. The author can be a member of the support team (an agent) or even a customer.

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You need to be a Zendesk admin to see users IDs in Zendesk.

Requester email

The requester name and email are optional fields, however, if you add the requester name, you'll have to provide the email as well.

Note that the requester name only works if the requester email was not used before. If the user is already registered with a specific name in Zendesk, this name will be kept, and if you introduce a different name in the no-code step, the original name will not be updated.