CassidyAI

How to connect Zendesk to workflow triggers and actions

To connect Zendesk to workflow triggers and actions in Cassidy, follow these steps: 

Open trigger or action settings: Click on a Zendesk trigger or action within your workflow to open its settings.

Initiate connection: Click the Connect button to start the Zendesk connection process for the trigger or action.

Fill out connection details: A modal will pop up, asking you to provide your Zendesk subdomain, email, and API token. Enter the required information in the respective fields.

*To locate your Zendesk API token, follow the directions provided in the modal

Create connection: Once you have entered your subdomain, email, and API token, click the Create Connection button to establish the link between Cassidy and your Zendesk account.

Manage connections: You can view and manage your Zendesk connections within the trigger or action settings. If you click the "..." next to your own connections, you can choose to edit the connection details or delete the connection if needed.

1. Open trigger or action settings: Click on a Zendesk trigger or action within your workflow to open its settings.

2. Initiate connection: Click the Connect button to start the Zendesk connection process for the trigger or action.
3. Fill out connection details: A modal will pop up, asking you to provide your Zendesk subdomain, email, and API token. Enter the required information in the respective fields.
 
 *To locate your Zendesk API token, follow the directions provided in the modal
4. Create connection: Once you have entered your subdomain, email, and API token, click the Create Connection button to establish the link between Cassidy and your Zendesk account.
5. Manage connections: You can view and manage your Zendesk connections within the trigger or action settings. If you click the "..." next to your own connections, you can choose to edit the connection details or delete the connection if needed.

By following these steps, you can seamlessly connect your Zendesk account to Cassidy, enabling you to integrate your customer support data with Cassidy workflows. This integration empowers your team to automate tasks, enhance customer support, and leverage the power of AI-assisted actions while maintaining the familiarity and structure of your Zendesk account.