Document Desk.com integration

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Scott Feeney 2013-09-03 18:00:21 -04:00
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@ -27,6 +27,7 @@
<li><a href="#beanstalk">Beanstalk</a></li>
<li><a href="#bitbucket">Bitbucket</a></li>
<li><a href="#capistrano">Capistrano</a></li>
<li><a href="#desk">Desk.com</a></li>
<li><a href="#email">Email</a></li>
<li><a href="#git">Git</a></li>
<li><a href="#github">GitHub</a></li>
@ -203,6 +204,89 @@
</p>
</div>
{#--------------------------------------------------------------------#}
<div id="desk" class="integration">
<h4>Desk.com</h4>
<p>First, create the stream you'd like to use for Desk.com notifications,
and subscribe all interested parties to this stream. We recommend the
stream name <code>desk.com</code>. Keep in mind you still need to
create the stream first even if you are using this recommendation.</p>
<p>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":</p>
<img src="/static/images/integrations/desk/001.png">
<p>From there, click "Install Custom Action" and accept the terms. Fill
in the form like this:</p>
<ul>
<li><b>Name</b>: Zulip</li>
<li><b>Authentication Method</b>: Basic Auth</li>
<li><b>URL</b>: <code>https://zulip.com/api/v1/external/desk</code></li>
<li><b>User name</b>: <em>your bot's user name, e.g.</em> <code>desk-bot@yourdomain.com</code></li>
<li><b>Password</b>: <em>your bot's API key</em></li>
</ul>
<img src="/static/images/integrations/desk/002.png">
<p>From here, add a new action. You'll do this for every action you
want a notification on Zulip for:</p>
<img src="/static/images/integrations/desk/003.png">
<p>Let's say you want a notification each time a case is updated. Put
in a descriptive name like "Announce case update", and copy-paste
this to the "Appended URL path":</p>
{% verbatim %}
<p><code>?stream=desk&amp;topic={{case.id}}:+{{case.subject}}</code></p>
{% endverbatim %}
<p>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":</p>
{% verbatim %}
<pre><code
>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}}</code></pre>
<p>You don't need to edit that. All the funny-looking stuff inside
<code>{{</code> and <code>}}</code>
will be filled in by Desk.com for each event. The dialog should look
like this:</p>
{% endverbatim %}
<img src="/static/images/integrations/desk/004.png">
<p>Save it, and then click "On" next to the action to enable it. This
is important — actions are turned off by default!</p>
<p>Now you need to create a rule that triggers this action. Desk.com's
support center has a
<a href="https://support.desk.com/customer/portal/articles/1376">lengthy
article on rules</a>, 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, "Case Updated". Add a rule with a name like "Notify
Zulip of case update". Click on "Add Action", select "Trigger an App
Action", and select "Zulip: Announce case update". Set "Enabled" to
"Yes". The rule should look like this:</p>
<img src="/static/images/integrations/desk/005.png">
<p>Finally, click Update.</p>
<p><b>Congratulations! You're done!</b><br /> When a case is updated,
you'll see a notification like the following, to the stream
<code>desk</code>, with a topic that matches the case's subject name:</p>
<img class="screenshot" src="/static/images/integrations/desk/006.png">
<p>
<a href="#services">^ Back to top</a>
</p>
</div>
{#--------------------------------------------------------------------#}
<div id="email" class="integration">
<h4>Email <img src="/static/images/integrations/zulip_mail.png" style="width: 50px;" /></h4>