zulip/zerver/webhooks/deskdotcom/doc.md

109 lines
3.5 KiB
Markdown
Raw Normal View History

{!create-stream.md!}
Keep in mind you still need to create the stream first even
if you are using this recommendation.
Next, on your {{ settings_html|safe }}, create a bot and
note its email and API key.
Next, in Desk.com, open your **Admin** view via the top-left
corner dropdown. In the **Admin** view, click on **Apps**, then
click **Install** under **Custom Action**:
![](/static/images/integrations/desk/001.png)
From there, click **Install Custom Action** and accept the terms.
Fill in the form like this:
* **Name**: Zulip
* **Authentication Method**: Basic Auth
* **URL**: `{{ api_url }}/v1/external/deskdotcom`
* **User name**: *your bot's user name, e.g.* `desk-bot@yourdomain.com`
* **Password**: *your bot's API key*
![](/static/images/integrations/desk/002.png)
Click **Create** to save your settings. From the next screen, click
**Add Action** to add a new action. You'll do this for every action
you want a notification on Zulip for. (To add another action later,
look for your custom action on the **Apps** page under
**Installed Apps.**
![](/static/images/integrations/desk/003.png)
Let's say you want a notification each time a case is updated. Put
in a descriptive name like **Announce case update**, select
**POST a string to a URL** for **Action Type**, and copy-paste this
to the **Appended URL path**:
{% raw %}
`?stream=desk&topic={{ case.id }}:+{{ case.subject }}`
{% endraw %}
The "appended URL path" will be the same for every notification —
it makes sure the notification goes to the appropriate stream and topic
within Zulip.
Next, copy this template Zulip message into **Message to POST**:
{% raw %}
```
Case [{{ case.id }}, {{ case.subject }}]({{ case.direct_url }}), was updated.
* Status: {{ case.status.name }}
* Priority: {{ case.priority }}
* Customer: {{ customer.name }}
* Company: {{ customer.company }}
* Description: {{ case.description }}
```
{% endraw %}
You don't need to edit that, although you may if you wish. All the
funny-looking stuff inside `{{ "{{" }}` and `{{ "}}" }}` will be filled in by
Desk.com for each event. The dialog should look like this:
![](/static/images/integrations/desk/004.png)
Click **Add Action** to save, and then on the next screen, click the
slider next to the action to enable it. This is important — actions are
turned off by default!
![](/static/images/integrations/desk/005.png)
Now you need to create a rule that triggers this action. Desk.com's
support center has a [lengthy article on rules][1], but in short,
click on **Cases** up at the top, **Rules** on the left side, and
then the specific event you want to notify on — in our example,
**Inbound Interaction**.
[1]: https://support.desk.com/customer/portal/articles/1376
![](/static/images/integrations/desk/006.png)
Select the types of interaction you want your rule to apply to,
such as **Chat**. Specify the name and click on **Add Rule**.
![](/static/images/integrations/desk/007.png)
In the next screen, provide the details. First, click **Add Actions**
to display the rule actions. Select **Trigger an App Action** in the
dropdown, and then the name of the custom action you created earlier
when the second dropdown appears. You can add additional **All** or
**Any** conditions if desired. Also select when the rule should run
(if not **Anytime**) and enable it.
![](/static/images/integrations/desk/008.png)
Finally, click **Update**.
{!congrats.md!}
![](/static/images/integrations/desk/009.png)
When a case is updated, you'll see a notification like the one above,
to the stream `desk`, with a topic that matches the case's subject name.