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Mario Speck
Joined Sep 02, 2022
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Last activity Sep 03, 2022
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Latest activity by Mario Speck
Mario Speck commented,
Hi,
@Zendesk Engineering. I understand, that this are "just" links. But to use them, for example, to linkt into a companies backend for ERP or reporting (like in your examples) you really need the ability to "secure" the links. A minimum security could be provided, if one could add custom headers in the definition of the link. With this in place we could add a "token" into the headers and check for the token in the ERP/reporting or other backend system. Without this, I would expose my ERP/Reporting to the world.
Maybe you treat this as a feature request.
View comment · Posted Sep 03, 2022 · Mario Speck
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Mario Speck created a post,
Hi,
we would like to have a "simple" workflow and can not build this with zendesk sell. The workflow is:
1. We get customer information from out website and trigger a cloud function.
2. From cloud function: create a customer and deal in zendesk sell and attach a product to the deal
3. From cloud function: generate an offer (PDF) and attach to zendesk sell.
This does not seam to be a complex workfow. BUT we just discovered, that this ist not possible via any Zendesk API, as we can not upload attachments via API to a deal. Uh....
One can upload manually, but due to security it seams not possible to "mock" the manual upload somehow. This really is a great downside, so I investigated other options.
I came across Google Drive and Dropbox integrations. These work manually and for sure we can upload documents there via API. BUT: One does not know the folderid the Zendsek Google Drive" plugins creates for a deal AND it doesn't create a folder on Google Drive/Dropbox, when the deal is created. So there is no way to create a Google Drive folder automatically, when we create a customer and deal. This breaks our automation flow, as now we can not create a customer and attach a document to a new deal automatically again.
Do we really have to write our own zendesk App ONLY to upload a document automatically to a deal?
We are still evaluation Zendesk and I think this may be a dealbreaker for us. Does anybody here have the same issue?
Mario
Posted Sep 02, 2022 · Mario Speck
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