Zendesk Action Automation For

Workflows Documentation

Action Name: Create Contact

1. First Name

  • Input Required: Enter the first name of the contact.

2. Last Name

  • Input Required: Enter the last name of the contact.

3. Email

  • Input Required: Provide the email address of the contact.

4. Title

  • Input Required: Enter the job title of the contact.

5. Description

  • Input Required: Provide a brief description of the contact.

6. Industry

  • Input Required: Specify the industry in which the contact works.

7. Website

  • Input Required: Enter the contact's company website.

8. Phone

  • Input Required: Provide a primary phone number for the contact.

9. Mobile

  • Input Required: Enter the mobile number of the contact.

10. Fax

  • Input Required: Provide a fax number for the contact.

11. Twitter

  • Input Required: Enter the Twitter handle of the contact.

12. Facebook

  • Input Required: Provide the Facebook profile link of the contact.

Action Name: Update Contact

1. First Name

  • Input Required: Enter the first name of the contact.

2. Last Name

  • Input Required: Enter the last name of the contact.

3. Email

  • Input Required: Provide the email address of the contact.

4. Title

  • Input Required: Enter the job title of the contact.

5. Description

  • Input Required: Provide a brief description of the contact.

6. Industry

  • Input Required: Specify the industry in which the contact works.

7. Website

  • Input Required: Enter the contact's company website.

8. Phone

  • Input Required: Provide a primary phone number for the contact.

9. Mobile

  • Input Required: Enter the mobile number of the contact.

10. Country

  • Input Required: Specify the country of the contact.

11. State

  • Input Required: Enter the state of the contact.

12. Postal Code

  • Input Required: Provide the postal code of the contact.

13. City

  • Input Required: Enter the city of the contact.

14. Address Line 1

  • Input Required: Provide the first line of the address for the contact.

15. Fax

  • Input Required: Provide a fax number for the contact.

16. Twitter

  • Input Required: Enter the Twitter handle of the contact.

17. Facebook

  • Input Required: Provide the Facebook profile link of the contact.

18. LinkedIn

  • Input Required: Enter the LinkedIn profile link of the contact.

19. Contact ID

  • Input Required: Provide the unique identifier of the contact to be updated.

NB: Get the unique Id by using the action Search Contact By Name.

Action Name: Delete Contact:

1. Contact ID

  • Input Required: Provide the unique identifier of the contact to be deleted.

NB: Get the unique Id by using the action Search Contact By Name.

Action Name: Create Task

1. Content

  • Input Required: Provide the details of the task.

Action Name: Update Task

1. Content

  • Input Required: Provide the updated details of the task.

2. Task ID

  • Input Required: Enter the unique identifier of the task to be updated.

NB: Get the unique Id by using the action Search Tasks By Content.

Action Name: Delete Task

1. Task ID

  • Input Required: Provide the unique identifier of the task to be deleted.

NB: Get the unique Id by using the action Search Tasks By Content.

Action Name: Create Tag

1. Resource Type

  • Input Required: Specify the type of resource to which the tag will be applied.

2. Name

  • Input Required: Provide the name of the tag to be created.

Action Name: Update Tag

1. Resource Type

  • Input Required: Specify the type of resource associated with the tag.

2. Name

  • Input Required: Provide the updated name of the tag.

3. Tag ID

  • Input Required: Enter the unique identifier of the tag to be updated.

NB: Get the unique Id by using the action Search Tag By Name.

Action Name: Delete Tag

1. Tag ID

  • Input Required: Provide the unique identifier of the tag to be deleted.

NB: Get the unique Id by using the action Search Tag By Name.

Action Name: Search Contact By Email

1. Contact Email

  • Input Required: Provide the email address of the contact to be searched.

Action Name: Search Contact By Name

1. Contact Name

  • Input Required: Provide the name of the contact to be searched.

Action Name: Search Tasks By Content

1. Task Content

  • Input Required: Provide the specific content or keywords of the task to be searched.

Action Name: Search Tag By Name

1. Tag Name

  • Input Required: Provide the name of the tag to be searched.

Action Name: Create Lead

1. First Name

  • Input Required: Enter the first name of the lead.

2. Last Name

  • Input Required: Enter the last name of the lead.

3. Organization Name

  • Input Required: Enter the name of the organization.

4. Title

  • Input Required: Enter the job title of the lead.

5. Description

  • Input Required: Provide a brief description of the lead.

6. Industry

  • Input Required: Specify the industry of the lead.

7. Website

  • Input Required: Enter the website URL of the organization.

8. Email

  • Input Required: Provide the email address of the lead.

9. Phone

  • Input Required: Enter the phone number.

10. Mobile

  • Input Required: Enter the mobile number.

11. Fax

  • Input Required: Provide the fax number.

12. Twitter

  • Input Required: Enter the Twitter handle.

13. Facebook

  • Input Required: Enter the Facebook profile link.

14. LinkedIn

  • Input Required: Enter the LinkedIn profile link.

15. Skype

  • Input Required: Enter the reference number of the lead to be deleted.

16. Address Line 1

  • Input Required: Enter the first line of the address.

17. Address City

  • Input Required: Enter the city of the address.

18. Address Postal Code

  • Input Required: Enter the postal code of the address.

19. Address State

  • Input Required: Enter the state of the address.

20. Address Country

  • Input Required: Enter the country of the address.

21. Tags

  • Input Required: Enter the comma-separated tags.

Action Name: Update Lead

1. Lead ID

  • Input Required: Enter the ID of the lead to be updated.

NB: Get the unique Id by using the action Search Lead By Email.

2. First Name

  • Input Required: Enter the updated first name of the lead.

3. Last Name

  • Input Required: Enter the updated last name of the lead.

4. Organization Name

  • Input Required: Enter the updated name of the organization.

5. Title

  • Input Required: Enter the updated job title of the lead.

6. Description

  • Input Required: Provide a brief description of the lead.

7. Industry

  • Input Required: Specify the updated industry of the lead.

8. Website

  • Input Required: Enter the updated website URL of the organization.

9. Email

  • Input Required: Provide the updated email address of the lead.

10. Phone

  • Input Required: Enter the updated phone number.

11. Mobile

  • Input Required: Enter the updated mobile number.

12. Fax

  • Input Required: Provide the updated fax number.

13. Twitter

  • Input Required: Enter the updated Twitter handle.

14. Facebook

  • Input Required: Enter the updated Facebook profile link.

15. LinkedIn

  • Input Required: Enter the updated LinkedIn profile link.

16. Skype

  • Input Required: Enter the updated reference number of the lead to be deleted.

17. Address Line 1

  • Input Required: Enter the updated first line of the address.

18. Address City

  • Input Required: Enter the updated city of the address.

19. Address Postal Code

  • Input Required: Enter the updated postal code of the address.

20. Address State

  • Input Required: Enter the updated state of the address.

21. Address Country

  • Input Required: Enter the updated country of the address.

22. Tags

  • Input Required: Enter the updated comma-separated tags.

Action Name: Delete Lead

1. Lead ID

  • Input Required: Enter the ID of the lead to be deleted.

NB: Get the unique Id by using the action Search Lead By Email.

Action Name: Search Lead By Email

1. Email

  • Input Required: Enter the email address of the lead you wish to search for.