Zendesk, Xama Onboarding Integrations

Xama Onboarding
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.

Xama Onboarding

AML Check Updated INSTANT

Triggers when an AML check is created, returned or updated.

Xama Onboarding

Client Created INSTANT

Triggers when a client is created within Hub.

Xama Onboarding

Client Updated INSTANT

Triggers when a client record is updated in Hub.

Xama Onboarding

Contact Created INSTANT

Triggers when a Hub contact is created.

Xama Onboarding

Contact Updated INSTANT

Triggers when a Hub contact is updated.

Xama Onboarding

Onboarding Request Updated INSTANT

Triggers when an onboarding request is created, returned or updated.

Xama Onboarding

Report Updated INSTANT

Triggers when a report status has changed.

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.

Xama Onboarding

Create a Company Report

Creates or updates a single company report.

Xama Onboarding

Create a Hub Client

Creates a Hub client record.

Xama Onboarding

Create a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Create an AML Report

Creates or updates a single AML report.

Xama Onboarding

Create an Onboarding Report

Creates or updates a single onboarding report.

Xama Onboarding

Delete Report

Deletes a report by ID.

Xama Onboarding

Initiate an AML Check

Initiates an AML check on a Hub contact.

Xama Onboarding

Make an API Call

Performs an arbitrary authorized API call.

Xama Onboarding

Reset Onboarding Stages

Resets a stage within an onboarding report.

Xama Onboarding

Retrieve a Company Report

Retrieves a single company report by ID.

Xama Onboarding

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Xama Onboarding

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Xama Onboarding

Retrieve a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Retrieve an AML Report

Retrieves a single AML report by ID.

Xama Onboarding

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Xama Onboarding

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Xama Onboarding

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Xama Onboarding

Trigger a Report lookup

Performs an immediate lookup on the specified report by report type and report ID.

Xama Onboarding

Update a Hub Contact

Updates a Hub Contact

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.

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.

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