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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

InvestCloud

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

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

Raw HTTP request (advanced)

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.

Search organizations by External ID.

Search users

Search users by ID

Update organization

Update user

Update an organization field using a specified organization ID.

Update organization field

Update ticket

Update ticket form

Update trigger

Update user field

Upload a file attachment to Zendesk. A token will be returned, allowing you to attach files to tickets.

Upload attachment

Delete ticket

Retrieve the settings that are available for the account.

Get settings

Create a webhook. The Zendesk system will send HTTP POST requests to the given URL when events occur within the platform.

InvestCloud and Zendesk integration + automation

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InvestCloud and Zendesk Connector Details

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