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Ability to set Requester:Organization from Triggers



投稿日時:2015年6月16日

When a customer emails in for the first time, it would be really useful to have a Trigger set the "Requester:Organization"...With multiple email addresses configured in ZD, this gives me the ability to automatically associate an end-user to an Organization based on where they sent their email to.

I can create a custom field and have that set, but I can't set the Requester's Organization....making the built-in Organization field useless to me.

 


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52件のコメント

+1 we get tickets from slack, telegram, discord private groups/channels and need the ability to set the right Org in the trigger that matches the specific channel.

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公式

Hi Everyone - 

New PM for Triggers & Automations here, catching up on the requests in the Community. It has been great to see all the feedback from you! 

I want to make sure I fully understand the use case as there is quite a bit of feedback on this thread. Is the main ask here for setting the Organization on the ticket? If so, have you tried creating a custom lookup relationship field on the ticket that points to Organization? From there you could use Received_at in the trigger condition and the custom lookup field on the ticket could be set using a trigger action. 

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I agree, I think this is a no brainer for Zendesk to implement. It should be doable and would meet our use case perfectly as well

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How on earth has this not been implemented?!

We have organisation-specific services and need to offer organisation-specific support.

We use organisation-specific zendesk email addresses, and I need to set a trigger whereby:

Received at: ACME@us.zendesk.com

Set Organisation to ACME

And before someone says, setting potential domains in the organisation set-up doesn't capture all as it's common for user to email on personal rather than business email addresses.

This is such a basic requirement and it blows my mind that it doesn't exist.

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Another important feature which Zendesk won't implement.

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Michael Plaster

<sarcasm>

This has been open only since seven (7) years.

Don't expect that kind of flash reaction from Zendesk.

As you see in the note above from September 2021, Zendesk has about another 2 or 3 months before they might consider to react to this.

</sarcasm>

Mind you, Zendesk discourages the use of triggers calling Webhooks, but in several areas, it's the only way to get some much needed functionality.

Let's hope that they think a bit out of the box, like offering some kind of simple configuration scripts, so some arguments may be gained from the ticket, requester etc. instead of just having to create one trigger per organization you want to set etc.

What I mean here is, some true if then else and/or case constructs so we can get things managed in one trigger instead of 1 per organization, for instance.

Yours truly

Peter

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I'm curious if there has been any movement on this.  I am wanting to set custom organization membership based on Azure AD fields so that managers can be setup as Lite Agents and review tickets opened by their staff. 

For exampled we want end users in the marketing dept. to be auto assigned into the Corporate and Marketing Orgs.  This would allow VP's to see Corporate that includes several departments, but also allow limited granular views for the marketing manager.

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Hi all, thanks for sharing your feedback. I appreciate you highlighting this gap in the current product functionality. Whilst it's not something we're implementing at this moment in time, it's on our radar as a potential improvement as we're rethinking triggers and automations in the coming year. Thanks again for sharing - it's always helpful to understand what's top of mind for customers as we develop our roadmaps.

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Patrick Windsor II

You try to feed information back into your Zendesk domain, so this is a "internal" call.

I suggest that you use an API Token instead of basic auth. That makes things a bit more secure - you don't have to deposit your UID/PW in a public record (well, accessible for every admin in your account).

So, assuming that you are an admin, go to the cog (Admin), Channels, API, Settings, and click Add API token. Give your token a meaningful name, and, above all, copy and paste that API key into your password and key storage (mine is KeyPass 2) so you can retrieve it later on, as it cannot be retrieved ever after you click Save. That's part of the enhanced security I talked about above.

From the error message, it may well be that UID/PW access to the API has not been enabled - you can check that on the API Settings page as well, right at the top.

To use the token, go to your target definition - cog, Settings, Extensions, Targets) and edit your target: Add the string /token at the end of your user name, and paste the token into the password field.

Select Test target in the list box besides the Submit button, then Submit your update.

That's all.

Hope this helps.

Yours truly

Peter

P.S. Is there a specific reason why you selected, against James' advice, HTTP POST instead of HTTP PUT?
As is detailed in the API doc

https://developer.zendesk.com/rest_api/docs/support/tickets#update-ticket

You should use PUT, not POST.

 

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Hi can someone help me with the work-around James mentioned, I followed his instructions, but my authentication is not working properly. I am not sure what I am doing incorrect. What should I be using as Basic Authentication:

I used my username and password, but I get an error that says {"error":"Couldn't authenticate you"} 

 

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