Zendesk, Wealthbox Integrations

Wealthbox
Zendesk
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Triggers

Zendesk

Watch Article Comments

Checks whether new comments were added to an article.

Zendesk

Watch Articles

Checks whether new articles were created.

Zendesk

Watch a Ticket's Comments

Checks whether new comments were made on a specified ticket.

Zendesk

Watch Events INSTANT

Watches specific events configured by the user through Zendesk triggers or automations.

Zendesk

Watch Forum Post Comments

Checks whether new comments were added to a forum post.

Zendesk

Watch Forum Posts

Checks whether new forum posts were created.

Zendesk

Watch Groups

Checks whether new groups were created.

Zendesk

Watch Organizations

Checks whether new organizations were created.

Zendesk

Watch Ticket Activity

Checks whether there are new audits (activity) on a ticket.

Zendesk

Watch Tickets

Checks whether new tickets were created.

Zendesk

Watch Tickets in a View

Checks whether new tickets were created in a view.

Zendesk

Watch Users

Checks whether new users were created.

Zendesk

Watch Views

Checks whether new views were created.

Actions

Zendesk

Add, Replace or Remove Tags

Adds tags or replaces existing tags of a ticket, user or organization.

Zendesk

Create a Group

Creates a group.

Zendesk

Create a Side Conversation

Creates a new side conversation by the ticket ID. This feature is only available if it has been enabled by the administrator.

Zendesk

Create a Ticket

Creates a ticket.

Zendesk

Create a Ticket Comment

Creates a ticket comment.

Zendesk

Create or Update an Organization

Creates or updates an organization.

Zendesk

Create or Update a Ticket Field Option

Creates or updates a drop-down ticket field option.

Zendesk

Create or Update a User

Creates a user.

Zendesk

Delete a Group

Deletes a group.

Zendesk

Delete an Organization

Deletes an organization.

Zendesk

Delete a User

Deletes a user.

Zendesk

Get a Group

Retrieves a group.

Zendesk

Get an Organization

Retrieves an organization.

Zendesk

Get a Side Conversation

Retrieves the details of a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.

Zendesk

Get a Ticket

Retrieves a ticket.

Zendesk

Get a User

Retrieves a user.

Zendesk

Get User Related Information

Retrieves information related to a user's ticket, topics, subscriptions, etc.

Zendesk

Make an API Call

Performs an arbitrary authorized API call.

Zendesk

Merge Tickets

Merges tickets into a single ticket.

Zendesk

Permanently Delete a Ticket

Deletes a ticket permanently.

Zendesk

Remove a Ticket Field Option

Removes a dropdown ticket field option.

Zendesk

Reply to a Side Conversation

Replies a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.

Zendesk

Soft Delete a Ticket

Soft deletes a ticket.

Zendesk

Update a Group

Updates a group.

Zendesk

Update an Organization

Updates an organization.

Zendesk

Update a Side Conversation

Updates the state or subject of the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.

Zendesk

Update a Ticket

Updates a ticket. The update allows for adding a new comment too.

Zendesk

Update a User

Updates a user.

Zendesk

Upload Attachments

Uploads attachments for future use in a ticket.

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

Searches

Zendesk

List a Ticket's Comments

Retrieves the comments on a ticket.

Zendesk

List Groups

Retrieves all groups.

Zendesk

List Organizations

Retrieves all organizations.

Zendesk

List Side Conversation Events

Retrieves a list of side conversation events on the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.

Zendesk

List Side Conversations

Retrieves a list of side conversations on the given ticket. This feature is only available if it has been enabled by the administrator.

Zendesk

List Soft Deleted Tickets

Retrieves tickets that were soft deleted.

Zendesk

List Ticket Custom Field Options

Lists the options of a ticket custom field.

Zendesk

List Tickets

Retrieves all tickets (except for archived or soft deleted tickets).

Zendesk

List Users

Retrieves all users or a group's users or an organization's users.

Zendesk

Search Anything

Retrieves any kind of object matching your query.

Zendesk

Search Organizations

Searches for an organization that matches the specified criteria.

Zendesk

Search Tickets

Searches for a ticket that matches the specified criteria. Does not list soft deleted tickets.

Zendesk

Search Users

Searches for a user that matches the specified criteria.

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

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