Recipe Overview
This recipe triggers when a ticket in Zendesk with the tag "GUIDEcx" is updated. The recipe syncs the Zendesk status over to GUIDEcx.
Integration Setup
Installing the Recipe
Prerequisites: Zendesk and GUIDEcx connections in Recipe Builder. Create Zendesk Ticket and Sync Comments Recipe installed and running.
Follow the steps outlined in the video below to install the recipe:
Configuring Individual Steps
By default, the recipe maps Zendesk ticket statuses to GUIDEcx task statuses. These pairings can be customized in Step 2 (Create variable zendesk_status_mapped_to_guidecx_equivalent) of the recipe.
Refer to the following table for the default status pairings.
Zendesk Status | GUIDEcx Status |
New | Not Started |
Open | Working On It |
Pending | Working On It |
On-Hold | Working On It |
Solved | Done |
Closed | Done |
Follow these steps to change the status pairings used by the recipe:
Click on the action.
Within the variable, replace the GUIDEcx status option between the single-quotes with the desired mapping. The following GUIDEcx statuses can be used.
DONE
NOT_STARTED
WORKING_ON_IT
STUCK
NOT_APPLICABLE
In this screenshot, On-hold is being remapped from "Working On It", to "Stuck".
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:
Change the status of a ticket in Zendesk that has the tag "GUIDEcx".
The corresponding GUIDEcx task status should update.
Repeat for each of the Ticket Status options.
Ensure that the pairings are working as expected.