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Zendesk Communication

Location

Dashboard > Select {Account} > Settings > Communication settings > Update communication settings > Configure ‘Zendesk’

Cloud Conformity integrates with Zendesk. If you use Zendesk in your business workflow, you can manually create tickets or configure triggers for automatic ticket creation for any relevant events in your account.

Set up a Zendesk channel

  1. Click on Create an Zendesk channel

  2. Set automatic notifications
  3. Set manual notifications
  4. Input Channel Name to distinguish the channel from others of the same type
    Note: The field is limited to 20 characters
  5. Configure Triggers
  6. Configure board now requires a three-step process
    1. Integrate with Zendesk by entering the following details
      1. Zendesk URL
      2. Username
      3. Either API Token (preferable) or Password
    2. On successful integration, the Cloud Conformity dashboard will automatically load the meta-data from the User’s Zendesk account. You can then input Extra settings to customize your communication channel.
    3. Test Zendesk settings to ensure correct configurations have been set up
  7. Copy communication settings