Zendesk Connection

• About
• Configure the Connection

Available on the Advanced and Enterprise tiers:

About

The Zendesk Connection links TrueContext to a Zendesk account, allowing the Zendesk Ticket Data Destination to route submitted form data to Zendesk. Note that the Connection will only be used if referenced in the Zendesk Data Destination configuration.

Enterprise and Cloud Connections A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. link to external services from which data sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. can import data, and to which data destinations can route data. Read more about Connections here.

Configure the Connection

1. Name the Connection and optionally provide a description.

2. Select the FormSpaces that are allowed to use this connection. This step will be skipped if creating a new connection while creating a Data Destination or Data Source Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data., as the connection will automatically be linked to the FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. the Data Destination or Data Source is in.

3. Enter an existing ZenDesk username and password. This must be an agent's credentials.

   In TrueContext, when you set up a Connection, you enter the account credentials for the third-party system. Once you save the Connection, it becomes available to TrueContext and other users for Data Source and Data Destination setup. This means that other TrueContext users on your team can fetch and access data available to the third-party user account.

   Note:We recommend that you create a dedicated Integration User account for your third-party system and use that account to set up TrueContext Connections. Set up the Integration User with specific permissions and limited access to the third-party system data. This ensures that TrueContext Admin users and users with “Can Create” permissions can only access the data that they need.

4. Alternatively, use your ZenDesk API token as the password, and check off the "Password is my Zendesk API Token" checkbox. Note: If using the API token, be sure to enable Token Access in ZenDesk. This can be found under Settings->Channels->API.

5. Select the Create button.