Configuring the Zendesk Action

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Authorizations Supported

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Step 1: Enable the Zendesk Action

• If you don’t have Zendesk credentials, create a developer account. See Zendesk Developer Documentation.
• Copy the User sub domain, username/email, password, and API token of your Zendesk account.

1. Go to App Settings > Integrations > Actions.
2. Select Zendesk.

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Pre-authorize the Integration

1. Go to App Settings > Integrations > Actions and select Zendesk.
2. In Configurations, select the Authorization tab.
3. Set Authorization Type to Pre-authorize the Integration > Basic Auth.
4. Enter the following details:
   • User Sub Domain – The instance name of the Zendesk account.
   • Username or Email – The username or email of the Zendesk account.
   You must enter /token after the email address to authenticate. For example, john@example.com/token.
   • API Token – The password token of the Zendesk account.
   
5. Click Save. The Integration Successful pop-up is displayed.
   The Zendesk action moves from Available to Configured after enabling.
6. You can also click Skip for Now to install templates later. See Using the Zendesk Action Templates.

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Allow End User to Authorize

1. Go to App Settings > Integrations > Actions and select Zendesk.
2. In Configurations, select the Authorization tab.
3. Select Basic Auth as the authorization type. See App Authorization Overview.
4. Click Select Authorization > Create New.
5. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth, then enter the following credentials:
   • Name – Name for the Basic Auth profile.
   • Base URL – Base tenant URL for the Zendesk instance.
   • Authorization Check URL – Authorization check URL for your Zendesk instance.
   • Description – Description of the profile.
   
6. Click Save Auth.
7. Select the new Authorization Profile.
8. Click Save.

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Step 2: Install the Zendesk Action Templates

1. On the Integration Successful dialog, click Explore Templates.
2. Click Install to begin installation.
3. Once installed, click Go to Dialog. A dialog task for each template is auto-created.
4. Select the desired dialog task and click Proceed.
5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.