By connecting the action builder to external systems, such as Microsoft Intune, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.
Connecting Microsoft Intune to action builder
Before you can include external actions in your action flows, you must connect the action builder to the external system.
- All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
- All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
- When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.
-
In Microsoft Entra,
register a new app
with the
following details:
- Set the Redirect URI to https://zis.#%7Baccount%7D.zendesk.com/api/services/zis/connections/oauth/callback" format="html" scope="external.
-
Add the following API scopes:
-
https://graph.microsoft.com/DeviceManagementManagedDevices.Read.All" -
https://graph.microsoft.com/User.Read.All offline_access
-
-
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.
- Create or edit an action flow.
- Open the step sidebar.
- Under External actions, click Microsoft Intune.
- Click Connect.
-
Use Microsoft to authenticate the account.
Use the email address for your tenant to connect using OAuth.
Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for Microsoft Intune.
Using Microsoft Intune actions in action flows
Microsoft Intune action steps can be used in action flows to streamline the management of IT assets between systems.
Listing devices
Use the List devices action to retrieve a list of IT assets.
This action has the following inputs and outputs:
| Variables | |
|---|---|
| Inputs | None |
| Output | Device identification, hardware, purchasing, location, and user assignment data |
Using templated action flows to synchronize assets with Microsoft Intune
To make it as simple as possible to incorporate your IT asset data into your Zendesk workflows, a pre-built but customizable action flow template is provided to help you synchronize your asset data with Microsoft Intune.
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In Admin Center, click
IT assets in the sidebar, then select Assets > Overview.
-
Select the Microsoft Intune
template.
An action flow is created with pre-populated steps and values.
- Connect your Microsoft Intune account.
- Activate the templated action flow.
Template: Microsoft Intune
This workflow syncs Microsoft Intune device and user data to Zendesk IT assets.
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Action flow trigger: Schedule.
The action flow trigger, which
initiates the action flow on a daily basis.
A default time at which to initiate the action flow is preconfigured, but can be adjusted.
-
Utility: Repeat while conditions are met.
A looping step
configured to repeat the following actions while there
are additional
pages of devices:
-
External actions: Microsoft Intune: Fetch devices.
Fetches computer device data from Microsoft Intune.
-
Utility: Repeat for each.
A looping step configured to
repeat the following actions for each device
asset returned by
the Fetch devices
step.
-
Utility: Custom code.
Custom JavaScript that maps
the Microsoft Intune device data to the
appropriate
asset type and status in Zendesk.
If the device is assigned to a user, the Zendesk asset status is In use; otherwise, the status is Available.
Note: Validate and customize the pre-defined JavaScript as needed. - Zendesk actions: Create or update user. A step that checks whether the device's assigned user in Microsoft Intune matches a Zendesk user record, and creates the user's record in Zendesk if it doesn't exist.
- Zendesk actions: Import assets. Creates or updates asset records in Zendesk and automatically maps Microsoft Intune device details to asset fields.
-
Utility: Custom code.
Custom JavaScript that maps
the Microsoft Intune device data to the
appropriate
asset type and status in Zendesk.
-
External actions: Microsoft Intune: Fetch devices.