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Connect Zendesk to Rulebase to evaluate tickets and keep ticket activity available in Rulebase.

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Prerequisites

  • You must be a Zendesk admin to complete the installation.
  • You must have the Administrator role in Rulebase.

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Installation

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Step 1: connect Zendesk

  1. Log in to your Rulebase dashboard
  2. Go to Settings > Integrations
  3. Find Zendesk in the list and click Add
  4. Enter your Zendesk subdomain, for example my-company for my-company.zendesk.com
  5. Sign in with your Zendesk admin credentials
  6. Authorize Rulebase to access your Zendesk account

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What gets synced

Once connected, Rulebase starts syncing Zendesk tickets. Rulebase also creates the Zendesk webhook it needs to receive ticket updates.

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Next steps

  • New and updated tickets are available in Rulebase after sync.
  • If you use the Zendesk app, see Zendesk App.