Note: Pivotal deprecated V3 of their API on January 22, 2019, rendering a previous target option of the setup non-functional.
If you use the Pivotal Tracker integration, you can have comments on your tickets when you make changes in Pivotal Tracker (these comments are private).
- Create a project in Pivotal Tracker, or, if you already have one, open that project.
- Go to Project > Edit Project Settings .
- Once you do you'll see a navigation bar along the top. Click on the button for "Integrations".
- Scroll to the bottom of the new page and look for the section titled External Tool Integrations . You'll see a drop-down menu that says Create New Integration . Click it and scroll down to Zendesk.
- Name your integration. The default name should be fine.
- Provide the address for your installation. Make sure you type in the URL including a trailing "/" at the end. For example, if my Zendesk was located at example.zendesk.com I would enter: https://example.zendesk.com/ in this field.
- Now you will need to pick an account that Pivotal Tracker will use to connect. You can use a dedicated account or just pick somebody else's account. Enter their username (email address) and password.
- When Pivotal Tracker talks to Zendesk Support, it will pull a list a tickets from a view within Zendesk Support. You can either create a new view, that only shows tickets with the tag "Pivotal" on it (for example) or just use a default view (like "All Unsolved Tickets").
- In a new browser window, open the view. At the very end of the URL you will see a number. This is the view ID. Copy it over to Pivotal Tracker.
- Click the Create button.
- Head back to the main page of your Pivotal Tracker project.
- Hover over the More menu and go to the link that says "Zendesk".
- A new pane should now load, labeled Zendesk, and will contain all the tickets in the view that you had in your view.