CRM
Zendesk
Connect Zendesk tickets to Atlas so support escalations sit next to product and engineering work.
What this connector does
- Search and read Zendesk tickets, users, organizations, groups, and views.
- Raise tickets, change the status, priority, or assignee of a ticket, and reply to a customer.
- Add internal notes, and read ticket comments and customer satisfaction ratings.
- Atlas does not mirror Zendesk data. Each operation reads or changes Zendesk at the moment you run it.
Before you begin
- You are an owner or administrator of your Atlas workspace.
- You can sign in to your Zendesk account and approve access for Atlas.
- Atlas looks after the Zendesk app on its side, so there is nothing for you to create or copy.
How to connect
Open Zendesk in Integrations
In Atlas, open Integrations and select Zendesk.
Enter your Zendesk subdomain
Type your Zendesk subdomain, the first part of your Zendesk address, in the field above the Connect button.
Press Connect
Atlas sends you to Zendesk to sign in. Sign in with the account you want to connect.
Approve access
Review the permissions that Zendesk lists and approve them. Atlas returns you to the connector page, which then shows the connection.
Check the connection
Select Test connection on the connector page. A passing result means Atlas can read from Zendesk.
Permissions Atlas asks for
readwriteSetup checklist
- Confirm you are an owner or administrator of your Atlas workspace.
- Open Integrations and select the connector.
- Press Connect and sign in to Zendesk.
- Review the permissions that Zendesk lists and approve them.
- Select Test connection and read the result.
Troubleshooting
invalid_grant
The saved sign-in has expired or was revoked. Reconnect from Atlas.
Forbidden
The connecting user must be a Zendesk admin. Light agents cannot manage sign-in clients.
Connect says Zendesk is not available yet
Atlas has not enabled Zendesk for this deployment, so there is nothing for you to configure. Check again later.
The sign-in was cancelled
If you close the Zendesk screen or choose Cancel, Atlas does not connect. Press Connect again and approve the access.
Atlas asks you to reconnect
Zendesk can end a connection when access is revoked or a password changes. Press Reconnect on the connector page and approve the access again.
Event notifications
Atlas does not yet receive events from Zendesk. It reads Zendesk when you run an operation, so what you see is current at that moment.
Events Atlas listens for
- None yet. Atlas reads this connector when asked and does not receive events from it.
Provider docs: https://developer.zendesk.com/api-reference/
Disconnect and data deletion
- Click Disconnect on the Atlas Zendesk connector page.
- Open Admin Center, OAuth Clients and delete Atlas Connector.
- Atlas removes cached ticket metadata within 24 hours of disconnect.
When you are ready, open the live connector page and press Connect to finish connecting Zendesk.
Open the Zendesk connector page