Sync Zendesk ticket status to GUIDEcx Recipe

Sync the status of a Zendesk ticket with a task in GUIDEcx.

Elan Maynez avatar
Written by Elan Maynez
Updated over a week ago

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:

  1. Click on the action.

  2. 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
Screenshot of the Variable being edited.

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:

  1. Change the status of a ticket in Zendesk that has the tag "GUIDEcx".

    1. The corresponding GUIDEcx task status should update.

  2. Repeat for each of the Ticket Status options.

    1. Ensure that the pairings are working as expected.

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