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Zendesk Sell Component

Zendesk Sell

Zendesk Sell is a sales force automation program.

Component key: zendesk-sell

Description​

Zendesk Sell is a sales force automation program.

Connections​

Zendesk Sell Oauth 2.0 Connection​

The Zendesk Sell component ensures secure request authentication using OAuth 2.0. To seamlessly configure an application within Zendesk Sell, simply adhere to the instructions outlined in this comprehensive guide.

  1. Access Your Zendesk Sell Dashboard: To begin, log in to your Zendesk Sell Dashboard. You can reach it via a URL similar to this: https://{YOUR SUBDOMAIN HERE}.zendesk.com/sales/dashboards/main.
  2. Navigate to Settings: On the left-hand side toolbar, locate and click on the "Settings" option.
  3. Explore Integrations > OAuth: Within the Settings section, delve into the "Integrations" category and then proceed to "OAuth."
  4. Access OAuth2 Settings: Under the OAuth section, find the "OAuth2 Settings" and access it.
  5. Developer App Setup: Within the OAuth2 Settings, locate the "Developer apps" section.
  6. Add a Developer App: To initiate the setup process, click on the "Add Developer App" button.
  7. Provide App Details: Complete the required fields for the app setup. Be sure to specify the Redirect URL as https://oauth2.prismatic.io/callback.
  8. Retrieve Client ID and Secret: Upon successful app addition, you can obtain the Client ID and Secret by selecting the "details" button associated with your app.

Now that you've acquired the necessary credentials, the next step involves establishing a new Zendesk Sell connection within Prismatic, utilizing the obtained credentials. This integration will seamlessly link your systems, facilitating efficient data exchange and management.

Data Sources​

Select Account​

Select Account | key: account | type: picklist

Select Pipelines​

Select Pipelines | key: pipelines | type: picklist

Select Products​

Select Products | key: products | type: picklist

Select Stages​

Select Stages | key: stages | type: picklist

Actions​

Create Contact​

Create a new contact. A contact may represent a single individual or an organization. | key: createContact

Create Deal​

Create a new deal. | key: createDeal

Create Lead​

Creates a new lead. | key: createLead

Create Note​

Create a new note and associate it with one resource. | key: createNote

Create Order​

Create a new order. | key: createOrder

Create Task​

Creates a new task. | key: createTask

Delete Contact​

Delete an existing contact. This operation cannot be undone. | key: deleteContact

Delete Deal​

Delete an existing deal and remove all of the associated contacts from the deal in a single call. | key: deleteDeal

Delete Lead​

Delete an existing lead. | key: deleteLead

Delete Note​

Delete an existing note. This operation cannot be undone. | key: deleteNote

Delete Order​

Delete an existing order and remove all of the associated line items in a single call. This operation cannot be undone. | key: deleteOrder

Delete Task​

Delete an existing task. This operation cannot be undone. | key: deleteTask

Get Contact​

Returns a single contact available to the user, according to the unique contact ID provided. | key: getContact

Get Contacts Stream​

Read the stream of contact events. | key: getContactsStream

Get Custom Fields Stream​

Read the stream of custom fields events. | key: getCustomFieldsStream

Get Deal​

Returns a single deal available to the user. | key: getDeal

Get Deals Stream​

Read the stream of deal events. | key: getDealsStream

Get Lead​

Returns a single lead available to the user. | key: getLead

Get Leads Stream​

Read the stream of lead events. | key: getLeadsStream

Get Note​

Returns a single note available to the user, according to the unique note ID provided. | key: getNote

Get Notes Stream​

Read the stream of note events. | key: getNotesStream

Get Order​

Returns a single order available to the user. | key: getOrder

Get Orders Stream​

Read the stream of order events. | key: getOrdersStream

Get Products Stream​

Read the stream of product events | key: getProductsStream

Get Stages Stream​

Read the stream of stage events. | key: getStagesStream

Get Stream​

Provides a stream of changes to Sell data. | key: getStream

Get Task​

Returns a single task available to the user according to the unique task ID provided. | key: getTask

Get Tasks Stream​

Read the stream of task events. | key: getTasksStream

List Account Details​

Retrieve account details | key: listAccountDetails

List Contacts​

Returns all contacts available to the user according to the parameters provided. | key: listContacts

List Custom Fields​

Returns all custom fields associated with the specified resource type. | key: listCustomFields

List Deals​

Returns all deals available to the user. | key: listDeals

List Leads​

Returns all leads available to the user. | key: listLeads

List Notes​

Returns all notes available to the user, according to the parameters provided. | key: listNotes

List Orders​

Returns all orders available to the user. | key: listOrder

List Pipelines​

Returns all pipelines available to the user, according to the parameters provided. | key: listPipelines

List Stages​

Returns all stages available to the user. | key: listStages

List Tasks​

Returns all tasks available to the user. | key: listTasks

Raw Request​

Send raw HTTP request To Zendesk Sell | key: rawRequest

Update Contact​

Updates contact information. If the specified contact does not exist, the request will return an error. | key: updateContact

Update Deal​

Updates deal information. | key: updateDeal

Update Lead​

Updates lead information. | key: updateLead

Update Note​

Updates note information. | key: updateNote

Update Order​

Updates order information. | key: updateOrder

Update Task​

Updates task information. | key: updateTask

Upsert Contact​

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. | key: upsertContact

Upsert Lead​

Create a new lead or update an existing, based on a value of a filter or a set of filters. | key: upsertLead