Recipe Overview
This recipe triggers when a note is added to a GUIDEcx task, if the note includes the trigger phrase (e.g. #Zendesk). If a Zendesk ticket does not already exist, the recipe creates it and includes the note as a comment on the ticket. If a Zendesk ticket does already exist, the recipe adds the note as a comment.
Note: This recipe only syncs to Zendesk from GUIDEcx. To sync bi-directionally, you will also need to install the Sync Zendesk ticket comments to GUIDEcx Recipe.
Integration Setup
Installing the Recipe
Prerequisites: Zendesk and GUIDEcx connections in Recipe Builder.
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
By default, this recipe looks for task notes that contain the #Zendesk hashtag. This is not case-sensitive.
The Trigger phrase can be configured by scrolling to the bottom of the recipe and clicking configuration parameters, there you can update the trigger phrase field.
Starting the Recipe
From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe". The Zendesk integration is now live.
Recipe Testing
Follow these steps to test the recipe:
Add a task note with the trigger phrase (#Zendesk by default).
If the recipe is configured correctly, a Zendesk ticket should be created with the contents of the note added as a comment with the phrase "from GUIDEcx" added to it.
Create a second note with the trigger phrase to the same task.
The note should sync to Zendesk as a comment
Add a task note to without the trigger phrase.
The note will be added to the task, but not synced over to Zendesk. This is as expected.