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Zendesk

For schools that already run Zendesk. Submissions raised in Plugboard can create and update tickets there, so the device work lives here and the ticket record lives where the rest of the school’s requests already are.

Category Ticketing
Authentication API token
Reaches https://yourorg.zendesk.com
Needs an agent No
Demo mode No

ticket.create, ticket.get, ticket.comment, ticket.close

  1. In Zendesk, go to Admin Center, Apps and integrations, Zendesk API.
  2. Enable Token access if it is not already on.
  3. Add API token, describe it as Plugboard, and copy the token. It is shown once.
  4. Note the email address of the agent whose account the token belongs to.

The token authenticates as that agent, so tickets created by Plugboard are attributed to them. Use a dedicated integration agent account rather than a person, so the attribution stays meaningful and does not stop working when they leave.

Admin, Connectors, Zendesk, Configure.

Field Value
baseUrl Your Zendesk URL, for example https://yourorg.zendesk.com
email The agent email the token belongs to
Field Value
apiToken The API token from step 3

Save and test.

Decide which system owns what, and then be consistent, because work that exists in two queues gets done in neither.

The arrangement that works:

  • Plugboard owns device work. Repairs, loans, assets, inductions. It is what the product is for and Zendesk has no concept of a loan device.
  • Zendesk owns everything else. Switch off module.tickets so the built-in queue does not compete.
  • Submissions create Zendesk tickets, so the school’s overall request record is complete.

Map your Plugboard statuses to Zendesk statuses on the workflow page, so a status change here is reflected there.

Each Plugboard status can carry an external status it maps to. Zendesk’s statuses are new, open, pending, hold, solved and closed.

A reasonable mapping:

Plugboard Zendesk
Received new
In progress open
Awaiting parts hold
With vendor pending
Ready pending
Closed solved

Solved rather than closed for the last one, because Zendesk closes solved tickets itself after its own interval, and closing outright prevents a follow-up comment.

Symptom Cause
401 on test Token access is disabled, the token is wrong, or the email does not match the token’s owner
403 The agent lacks permission for that operation, usually on a restricted brand or group
404 on ticket operations The ticket was deleted in Zendesk, or the base URL points at the wrong subdomain
Tickets created but not updated The status mapping is empty, so nothing is being pushed
Duplicate tickets Both queues are running. Switch off module.tickets

Web Help Desk, or the built-in ticket queue if you would rather not run a separate system at all.