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34 changes: 14 additions & 20 deletions integrations/popular-integrations/zendesk.mdx
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---
title: "Zendesk"

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description: "Connect Zendesk to automate customer support workflows and manage tickets with AI agents"

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---

Zendesk is a leading customer service platform that helps businesses manage support tickets, customer communications, and service operations. With the Zendesk integration in Relevance AI, you can automate ticket management, streamline support workflows, and enhance customer service operations using AI agents.
Zendesk is a leading customer service platform that helps businesses manage support tickets, customer communications, and service operations. With the Zendesk integration in Relevance AI, you can automate ticket management, streamline support workflows, and enhance customer service operations using AI agents. The integration connects via OAuth, so tokens refresh automatically and there is no manual credential management required.

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<Note>
This integration is built by Relevance AI. For integration-specific support, contact [Relevance AI support](https://relevanceai.com/docs/get-started/support). For Zendesk platform issues, visit [Zendesk Support](https://support.zendesk.com/).

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</Note>

## Connect the Integration

Follow these steps to connect your Zendesk account to Relevance AI:

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<Steps>
<Step title="Navigate to Integrations">
Go to the **Integrations & API Keys** page in your Relevance AI dashboard.
</Step>

<Step title="Select Zendesk">
Find and click on **Zendesk** from the list of available integrations.
</Step>

<Step title="Add Integration">
Click the **Add Integration** button to begin the connection process.
</Step>
<Step title="Enter Your Zendesk Domain">
Provide your Zendesk subdomain (e.g., `yourcompany.zendesk.com`).

<Step title="Enter your Zendesk subdomain">

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Provide your Zendesk subdomain — the part before `.zendesk.com` in your Zendesk URL (e.g., if your Zendesk URL is `yourcompany.zendesk.com`, enter `yourcompany`).

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</Step>
<Step title="Provide API Credentials">
Enter your Zendesk API token. You can generate an API token from your Zendesk Admin Center under **Apps and integrations** > **APIs** > **Zendesk API** > **Settings**.

<Step title="Authorize via OAuth">
Click **Authorize** to be redirected to Zendesk. Sign in if prompted, then click **Allow** to grant Relevance AI access to your Zendesk account.

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</Step>
<Step title="Confirm Connection">
Once authenticated, you'll see a confirmation that your Zendesk account is successfully connected.

<Step title="Confirm connection">
You'll be redirected back to Relevance AI. A confirmation message will indicate that your Zendesk account is successfully connected. Tokens refresh automatically — no manual management needed.

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</Step>
</Steps>

## Setting Up Triggers

<Warning>
**Enterprise Plan Required for Triggers** - Zendesk triggers are only available on Enterprise plans. Tool steps (actions) are available on all plans. [Contact sales](https://relevanceai.com/book-a-demo) to learn more.

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</Warning>

Zendesk triggers allow you to automatically activate agents when specific events occur in your Zendesk account, such as:

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- New ticket created
- Ticket status changed
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- New comment added to ticket
- Ticket assigned to agent

To set up a Zendesk trigger (Enterprise plans only):

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<Steps>
<Step title="Navigate to Agent Settings">
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</Step>

<Step title="Configure Trigger Event">
Select the specific Zendesk event that should activate your agent (e.g., "New Ticket Created").

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</Step>

<Step title="Map Variables">
Map Zendesk ticket data (subject, description, requester, priority, etc.) to your agent's input variables.

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</Step>

<Step title="Test and Activate">
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</Step>
</Steps>

## Tool Steps for Zendesk

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Zendesk tool steps allow you to incorporate Zendesk actions into your agent workflows. These actions are available on all plans and can be used to automate ticket management and customer support operations.

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### Ticket Management

<AccordionGroup>
<Accordion title="Create Ticket" icon="ticket">
Create a new support ticket in Zendesk with specified details including subject, description, priority, type, and assignee.

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</Accordion>

<Accordion title="Get Ticket Info" icon="circle-info">
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</Accordion>

<Accordion title="List Tickets" icon="list">
Retrieve a list of tickets from your Zendesk account with optional filtering by status, priority, assignee, or date range.

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</Accordion>

<Accordion title="Search Tickets" icon="magnifying-glass">
Search for tickets using Zendesk's search query language to find tickets matching specific criteria.

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</Accordion>

<Accordion title="Update Ticket" icon="pen-to-square">
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</AccordionGroup>

<Tip>
To find these tool steps when building your agent or tool, search for "Zendesk" in the tool step search bar.

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</Tip>

## Use the Integration's API Tool Step (Advanced)

For advanced use cases, you can use the **Zendesk API Call** tool step to make custom API requests to any Zendesk endpoint. This gives you access to the full Zendesk API beyond the pre-built tool steps.

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### How to use the Zendesk API Call tool step

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<Steps>
<Step title="Add the Tool Step">
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<AccordionGroup>
<Accordion title="What permissions are required for the Zendesk integration?" icon="lock">
The integration requires an API token with appropriate permissions. For full functionality, your Zendesk user should have Admin or Agent permissions. You can configure specific API token scopes in your Zendesk Admin Center.
The integration uses OAuth, so you authorize access through your Zendesk account directly. For full functionality, the Zendesk account you authorize with should have Admin or Agent permissions.
</Accordion>

<Accordion title="Can I access tickets from multiple Zendesk accounts?" icon="building">
Yes, you can connect multiple Zendesk accounts by adding separate integrations for each account. Each integration will appear with its account name in your integrations list.
</Accordion>

<Accordion title="How do I troubleshoot authentication errors?" icon="triangle-exclamation">
If you encounter authentication errors:
1. Verify your Zendesk subdomain is correct (e.g., `yourcompany.zendesk.com`)
2. Ensure your API token is active and hasn't expired
3. Check that your Zendesk user has appropriate permissions
4. Try regenerating your API token in Zendesk Admin Center

If issues persist, contact [Relevance AI support](https://relevanceai.com/docs/get-started/support).
If you encounter authentication errors, check the following: ensure your Zendesk subdomain is entered correctly (just the part before `.zendesk.com`), verify that the Zendesk account you authorized has Admin or Agent permissions, and try disconnecting and reconnecting the integration to trigger a fresh OAuth flow. If issues persist, contact [Relevance AI support](/get-started/support).
</Accordion>

<Accordion title="Can I use custom ticket fields?" icon="sliders">
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<CardGroup cols={2}>
<Card title="Need Help?" icon="life-ring" href="https://relevanceai.com/docs/get-started/support">
Contact our support team for assistance with the Zendesk integration

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</Card>

<Card title="Explore More Integrations" icon="puzzle-piece" href="/integrations/introduction">
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