How do I integrate with Zendesk?

Our direct integration makes it easier than ever to connect Zendesk with your forms!

Connect Zendesk to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
2. Click on "Zendesk" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

1. Click on "Add Account +" to connect your Zendesk account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Zendesk account.

1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Zendesk account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Zendesk direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create a ticket

This action will create a new ticket using the answers passed through your form submissions.

After setting up your Zendesk connection for the action, complete the fields presented. The list of fields and what they do can be found below;

• Email - The email address associated with the incoming ticket contact.
• Name - The name associated with the incoming ticket contact.
• Subject - The subject line for your incoming ticket.
• Description - The main text body of your ticket message.
• Type - The type of your ticket.
• Priority - The priority of your ticket.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

"Email" must be a valid email address

The format of your email address in the "Email" field must be that of a valid email address. Providing an invalid address will cause your integration action to fail.