Microsoft Teams

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Microsoft Sharepoint

LivePerson LiveEngage

LivePerson

Jira

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Microsoft Outlook

Retention Rocket

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Slack

Notion - Icon

Notion

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Freshdesk

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Intercom

Gainsight - Icon

Gainsight

Miro - Icon

Miro

Jive

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Huddle

GatherUp - Icon

GatherUp

Drift - Icon

Drift

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Google Chat

Zoom - Icon

Zoom

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Giphy

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Front

Retrieve the authenticated user's profile.

Get user profile

List company records DDL

List organizations DDL

Retrieve total share counts and a list of shared/visible counts by partner.

List overlap counts

List partner populations

List partner records

Retrieve a list of partner records associated with a given company.

List partner records by company

Retrieve a list of partner records associated with a given person.

List partner records by person

List partners

List person records DDL

List populations

List records

Retrieves all records for a given report.

List records by report

List reports

List reports DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Search partner records

Search records

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

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Sales

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Crossbeam

Collaboration

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Delete ticket tags

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete user field

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket form

Delete user identity

Filter articles

Get article

Get article attachment

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

List agents DDL

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

Retrieve a list of all brands for your account sorted by name.

List brands

List ticket fields

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

List group memberships

Get a list of all of the groups in your Zendesk account.

List groups

List groups DDL

List all labels in knowledge base that can be applied to articles.

List labels

List labels DDL

Retrieve a list of locales available to the account.

List locales

List locales DDL

Get a list of all of the memberships (users) attached to this organization.

List organization memberships

Get a list of all of the organizations in your Zendesk account, grouped into pages.

List organizations

List sections

List sections DDL

List ticket active custom fields DDL

List ticket active fields DDL

List the comments (both public and private) linked to a specific ticket.

List ticket comments

List of all ticket forms for your account if accessed as an admin or agent.

List ticket forms

List ticket forms DDL

List the tags linked to a specific ticket.

List ticket tags

List ticket tags DDL

List tickets

Get a list of all the tickets for an organization.

List tickets for organization

Get a list of all the tickets for a user.

List tickets for user

List all translations for a given article, section, or category.

List translations

Retrieve a list of triggers for the current account.

List triggers

List user fields

List user fields keys DDL

List users

Make one of a user's identities the primary identity.

Make user identity primary

Search for tickets, users, and organizations by query parameter.

Search

Search for organizations using the name of the organization.

Search organization by name

Search for organizations using the value of an "External ID" field previously set.

Crossbeam and Zendesk integration + automation

Popular Crossbeam and Zendesk integrations

Crossbeam and Zendesk Connector Details

Crossbeam

Zendesk

Tray.io is the leader in low-code automation

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