Zendesk Sell
Zendesk Sell is a customer service and support platform that provides a suite of tools and software for businesses to manage their customer interactions.
Zendesk Sell is a customer service and support platform that provides a suite of tools and software for businesses to manage their customer interactions.
Category: Customer Support. Adds 2 actions to a care flow.
What to configure
Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.
| Setting | Required | Notes |
|---|---|---|
| Sales API token | Yes | Visit Zendesk Sales CRM dashboard and go to Settings > Integration > OAuth to enable and create an API token Stored as a secret. |
Actions
Zendesk Sell adds these 2 actions to a care flow. Add one to a step, then fill in its inputs.
Complete a task
Completes a task in Zendesk
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Task ID | numeric | Yes | The ID of the task to complete in Zendesk |
Marks a task as completed.
Create task
Creates a new task in Zendesk
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Content | string | Yes | Content of the task. |
| Due date | date | No | — |
| Owner ID | numeric | No | Unique identifier of the user the task is assigned to, defaults to the user who created the task |
| Resource type | string | No | Name of the resource type the task is attached to. Possible values: "lead", "contact", "deal". |
| Resource ID | numeric | No | Unique identifier of the resource the task is attached to. |
| Completed? | boolean | No | Indicator of whether the task is completed or not. |
| Remind at | date | No | The date at which Zendesk should send you a reminder about the task. |
Returns:
| Data point | Type |
|---|---|
taskId | number |
Creates a new task. You can create either a floating task or create a related task and associate it with one of the resource types: Leads, Contacts, Deals.
Setup and notes
Zendesk Sell is a customer service and support platform that provides a suite of tools and software for businesses to manage their customer interactions. It offers a range of customer service solutions, including help desk ticketing systems, customer support and engagement, and self-service options. Zendesk is designed to help companies streamline their customer support processes, improve communication with their customers, and resolve issues more efficiently.
Extension settings
In order to set up this extension, you will to authenticate with the Sell API and need an API token. You can visit Zendesk Sales CRM dashboard and go to Settings > Integration > OAuth to enable and create an API token. Read more about how to get an access token for the Sell API here.
Where this page comes from
The settings, actions, inputs, outputs and webhooks above are generated from the
extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the
platform actually does rather than a description of it.
Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.