Using The Zendesk Adapter With Oracle Integration

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Oracle CloudUsing the Zendesk Adapter with OracleIntegrationF44489-06May 2022

Oracle Cloud Using the Zendesk Adapter with Oracle Integration,F44489-06Copyright 2021, 2022, Oracle and/or its affiliates.Primary Author: Oracle CorporationThis software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs)and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government endusers are "commercial computer software" or "commercial computer software documentation" pursuant to theapplicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use,reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/oradaptation of i) Oracle programs (including any operating system, integrated software, any programsembedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oraclecomputer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in thelicense contained in the applicable contract. The terms governing the U.S. Government’s use of Oracle cloudservices are defined by the applicable contract for such services. No other rights are granted to the U.S.Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.Oracle, Java, and MySQL are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc,and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registeredtrademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

ContentsPreface12AudiencevDocumentation AccessibilityvDiversity and InclusionvRelated ResourcesviConventionsviUnderstand the Zendesk AdapterZendesk Adapter Capabilities1-1What Application Version Is Supported?1-1Workflow to Create and Add a Zendesk Adapter Connection to an Integration1-2Create a Zendesk Adapter ConnectionPrerequisites for Creating a Connection2-1Create a Connection2-2Configure Connection Properties2-3Configure Connection Security2-3Test the Connection2-4Upload an SSL Certificate342-4Add the Zendesk Adapter Connection to an IntegrationBasic Info Page3-1Trigger Conditions Page3-1Invoke Action Page3-2Invoke Operations Page3-2Summary Page3-3Implement Common Patterns Using the Zendesk AdapterSynchronize Zendesk Tickets With ServiceNow Incidents4-1iii

Synchronize ServiceNow Incidents and Attachments with Zendesk4-5iv

PrefaceThis guide describes how to configure this adapter as a connection in an integration in OracleIntegration.Note:The information in this guide applies to all of your Oracle Integration instances. Itdoesn’t matter which edition you’re using, what features you have, or who managesyour cloud environment. You’ll find what you need here, including notes about anydifferences between the various flavors of Oracle Integration when necessary.Topics: Audience Documentation Accessibility Diversity and Inclusion Related Resources ConventionsAudienceThis guide is intended for developers who want to use this adapter in integrations in OracleIntegration.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle AccessibilityProgram website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic support through MyOracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if youare hearing impaired.Diversity and InclusionOracle is fully committed to diversity and inclusion. Oracle respects and values having adiverse workforce that increases thought leadership and innovation. As part of our initiative tov

Prefacebuild a more inclusive culture that positively impacts our employees, customers, andpartners, we are working to remove insensitive terms from our products anddocumentation. We are also mindful of the necessity to maintain compatibility with ourcustomers' existing technologies and the need to ensure continuity of service asOracle's offerings and industry standards evolve. Because of these technicalconstraints, our effort to remove insensitive terms is ongoing and will take time andexternal cooperation.Related ResourcesSee these Oracle resources: Oracle Cloudhttp://cloud.oracle.com Using Integrations in Oracle Integration Using the Oracle Mapper with Oracle IntegrationConventionsThe following text conventions are used in this document:ConventionMeaningboldfaceBoldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.italicItalic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.monospaceMonospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.vi

1Understand the Zendesk AdapterReview the following conceptual topics to learn about the Zendesk Adapter and how to use itas a connection in integrations in Oracle Integration. A typical workflow of adapter andintegration tasks is also provided.Topics: Zendesk Adapter Capabilities What Application Version Is Supported? Workflow to Create and Add a Zendesk Adapter Connection to an IntegrationZendesk Adapter CapabilitiesThe Zendesk Adapter enables you to create an integration with a Zendesk application. Youcan configure the Zendesk Adapter as an invoke connection in an integration in OracleIntegration.The Zendesk Adapter provides the following benefits: Provides metadata caching support. Provides trigger (source) connection support and enables you to set ticket conditions forthe trigger to run and receive notifications whenever a ticket is created or updated. Provides invoke (target) connection support for performing the following types of actionsagainst the selected module and operation: –Create or Update (create or update records in Zendesk)–Query (get records from Zendesk)–Delete (delete records from Zendesk)–Bulk Import (import bulk records into Zendesk)Supports Zendesk APIs protected using OAuth 2.0 three-legged authentication.The Zendesk Adapter is one of many predefined adapters included with Oracle Integration.You can configure the Zendesk Adapter as a trigger or invoke connection in an integration inOracle Integration.What Application Version Is Supported?For information about which application version is supported by this adapter, see theConnectivity Certification Matrix.See Connectivity Certification Matrix.1-1

Chapter 1Workflow to Create and Add a Zendesk Adapter Connection to an IntegrationWorkflow to Create and Add a Zendesk Adapter Connectionto an IntegrationYou follow a very simple workflow to create a connection with an adapter and includethe connection in an integration in Oracle Integration.This table lists the workflow steps for both adapter tasks and overall integration tasks,and provides links to instructions for each step.StepDescriptionMore Information1Access Oracle Integration.Go to https://instance URL/ic/2Create the adapter connections for theapplications you want to integrate. Theconnections can be reused in multipleintegrations and are typically created by theadministrator.Create a Zendesk AdapterConnection3Create the integration. When you do this, youadd trigger (source) and invoke (target)connections to the integration.Understand Integration Creation andBest Practices in Using Integrationsin Oracle Integration and Add theZendesk Adapter Connection to anIntegration.4Map data between the trigger connection data Map Data in Using Integrations instructure and the invoke connection dataOracle Integrationstructure.5(Optional) Create lookups that map thedifferent values used by those applications toidentify the same type of object (such asgender codes or country codes).Manage Lookups in UsingIntegrations in Oracle Integration6Activate the integration.Activate Integrations in UsingIntegrations in Oracle Integration7Monitor the integration on the dashboard.Monitor Integrations in UsingIntegrations in Oracle Integration8Track payload fields in messages duringruntime.Assign Business Identifiers forTracking Fields in Messages andManage Business Identifiers forTracking Fields in Messages in UsingIntegrations in Oracle Integration9Manage errors at the integration level,connection level, or specific integrationinstance level.Manage Errors in Using Integrationsin Oracle Integrationhome1-2

2Create a Zendesk Adapter ConnectionA connection is based on an adapter. You define connections to the specific cloudapplications that you want to integrate. The following topics describe how to defineconnections.Topics: Prerequisites for Creating a Connection Create a Connection Upload an SSL CertificatePrerequisites for Creating a ConnectionYou must satisfy the following prerequisites to create a connection with the Zendesk Adapter:Create an OAuth Client1.Log in to your Zendesk admin account and click Admin().2.Under Channels, select API.3.Click the OAuth Clients tab, and then click Add OAuth Client.2-1

Chapter 2Create a Connection4.Enter the relevant information to create a client: Client Name: Enter a name for your app. You must enter this value in theClient Id field when you configure security for your Zendesk Adapterconnection in Oracle Integration. See Configure Connection Security. Redirect URLs: Enter the redirect URL or URLs in the following format:https://{OIC Host}:{OIC SSL PORT}/icsapis/agent/oauth/callback5.Click Save.The system generates the client secret.6.Copy the secret value. You must enter this value in the Client Secret field whenyou configure security for your Zendesk Adapter connection in Oracle Integration.See Configure Connection Security.7.Click Save.Create a ConnectionBefore you can build an integration, you have to create the connections to theapplications with which you want to share data.To create a connection in Oracle Integration:1.In the left navigation pane, click Home Integrations Connections.2.Click Create.Note:You can also create a connection in the integration canvas of:3. An orchestrated integration (See Define Inbound Triggers andOutbound Invokes.) A basic routing integration (See Add a Trigger (Source) Connection.)In the Create Connection — Select Adapter dialog, select the adapter to use forthis connection. To find the adapter, scroll through the list, or enter a partial or fullname in the Search field and clickSearch.2-2

Chapter 2Create a Connection4.5.In the Create Connection dialog, enter the information that describes this connection.a.Enter a meaningful name to help others find your connection when they begin tocreate their own integrations. The name you enter is automatically added in capitalletters to the Identifier field. If you modify the identifier name, don't include blankspaces (for example, SALES OPPORTUNITY).b.Enter optional keywords (tags). You can search on the connection keywords on theConnections page.c.Select the role (direction) in which to use this connection (trigger, invoke, or both).Only the roles supported by the adapter are displayed for selection. When you selecta role, only the connection properties and security policies appropriate to that role aredisplayed on the Connections page. If you select an adapter that supports bothinvoke and trigger, but select only one of those roles, you'll get an error when you tryto drag the adapter into the section you didn't select. For example, let's say youconfigure a connection for the Oracle Service Cloud (RightNow) Adapter as only aninvoke. Dragging the adapter to a trigger section in the integration produces anerror.d.Enter an optional description of the connection.Click Create.Your connection is created. You're now ready to configure the connection details, such asconnection properties, security policies, connection login credentials, and (for certainconnections) agent group.Configure Connection PropertiesEnter connection information so your application can process requests.1.Go to the Connection Properties section.2.In the Zendesk Host field, enter the Zendesk instance host name. For example:your subdomain.zendesk.comConfigure Connection SecurityConfigure security for your Zendesk Adapter connection.1.Go to the Security section.2.In the Client Id field, enter the client ID that you obtained after performing the steps in theprerequisites section. See Create an OAuth Client.3.In the Client Secret field, enter the client secret that you obtained after performing thesteps in the prerequisites section. See Create an OAuth Client.4.(Optional) In the Scope field, enter write to perform a create or update operation. Toperform a create or update operation on a particular module, enter module name:write(for example, users:write, tickets:write, and organizations:write). For multiplemodules, you must ensure that space-separated or comma-separated scopes areprovided in this field. For example, enter: module name1:write module name2:writeor module name1:write,module name2:write2-3

Chapter 2Upload an SSL CertificateIf you do not provide any value for the scope, read is added by default. The defaultscope is read, which is required to access metadata APIs such as the following:5. GET /api/v2/ticket fields GET /api/v2/user fields GET /api/v2/organization fieldsClick Provide Consent to verify the connection properties and get an accesstoken.The Zendesk application login page is displayed.6.Enter your Zendesk login credentials.7.Once you see an access allowed message, you can test your connection.Test the ConnectionTest your connection to ensure that it's configured successfully.1.In the page title bar, click Test. What happens next depends on whether yourconnection uses a Web Services Description Language (WSDL) file.If YourConnection.Then.Doesn't use a WSDL The test starts automatically and validates the inputs you providedfor the connection.Uses a WSDLA dialog prompts you to select the type of connection testing toperform: 2.3.Validate and Test: Performs a full validation of the WSDL,including processing of the imported schemas and WSDLs.Complete validation can take several minutes depending onthe number of imported schemas and WSDLs. No requests aresent to the operations exposed in the WSDL.Test: Connects to the WSDL URL and performs a syntaxcheck on the WSDL. No requests are sent to the operationsexposed in the WSDL.Wait for a message about the results of the connection test. If the test was successful, then the connection is configured properly. If the test failed, then edit the configuration details you entered. Check fortypos, verify URLs and credentials, and download the diagnostic logs foradditional details. Continue to test until the connection is successful.When complete, click Save.Upload an SSL CertificateCertificates are used to validate outbound SSL connections. If you make an SSLconnection in which the root certificate does not exist in Oracle Integration, anexception is thrown. In that case, you must upload the appropriate certificate. Acertificate enables Oracle Integration to connect with external services. If the external2-4

Chapter 2Upload an SSL Certificateendpoint requires a specific certificate, request the certificate and then upload it into OracleIntegration.To upload an SSL certificate:1.In the left navigation pane, click Home Settings Certificates.All certificates currently uploaded to the trust store are displayed in the Certificatesdialog. Thelink enables you to filter by name, certificate expiration date, status, type, category, andinstallation method (user-installed or system-installed). Certificates installed by thesystem cannot be deleted.2.Click Upload at the top of the page.The Upload Certificate dialog box is displayed.3.Enter an alias name and optional description.4.In the Type field, select the certificate type. Each certificate type enables OracleIntegration to connect with external services. X.509 (SSL transport) SAML (Authentication & Authorization) PGP (Encryption & Decryption)X.509 (SSL transport)1.Select a certificate category.a.Trust: Use this option to upload a trust certificate.i.b.Click Browse, then select the trust file (for example, .cer or .crt) to upload.Identity: Use this option to upload a certificate for two-way SSL communication.i.Click Browse, then select the keystore file (.jks) to upload.ii.Enter the comma-separated list of passwords corresponding to key aliases.2-5

Chapter 2Upload an SSL CertificateNote:When an identity certificate file (JKS) contains more than oneprivate key, all the private keys must have the same password. Ifthe private keys are protected with different passwords, theprivate keys cannot be extracted from the keystore.iii. Enter the password of the keystore being imported.c.Click Upload.SAML (Authentication & Authorization)1.Note that Message Protection is automatically selected as the only availablecertificate category and cannot be deselected. Use this option to upload a keystorecertificate with SAML token support. Create, read, update, and delete (CRUD)operations are supported with this type of certificate.2.Click Browse, then select the certificate file (.cer or .crt) to upload.3.Click Upload.PGP (Encryption & Decryption)1.Select a certificate category. Pretty Good Privacy (PGP) provides cryptographicprivacy and authentication for communication. PGP is used for signing, encrypting,and decrypting files. You can select the private key to use for encryption ordecryption when configuring the stage file action.a.b.Private: Uses a private key of the target location to decrypt the file.i.Click Browse, then select the PGP file to upload.ii.Enter the PGP private key password.Public: Uses a public key of the target location to encrypt the file.i.Click Browse, then select the PGP file to upload.ii.In the ASCII-Armor Encryption Format field, select Yes or No. Yesshows the format of the encrypted message in ASCII armor. ASCII armoris a binary-to-textual encoding converter. ASCII armor formats encryptedmessaging in ASCII. This enables messages to be sent in a standardmessaging format. This selection impacts the visibility of messagecontent. No causes the message to be sent in binary format.iii. From the Cipher Algorithm list, select the algorithm to use. Symmetric-key algorithms for cryptography use the same cryptographic keys for bothencryption of plain text and decryption of cipher text.c.Click Upload.2-6

3Add the Zendesk Adapter Connection to anIntegrationWhen you drag the Zendesk Adapter into the trigger or invoke area of an integration, theAdapter Endpoint Configuration Wizard is invoked. This wizard guides you throughconfiguration of the Zendesk Adapter endpoint properties.The following sections describe the wizard pages that guide you through configuration of theZendesk Adapter as a trigger or invoke in an integration.Topics: Basic Info Page Trigger Conditions Page Invoke Action Page Invoke Operations Page Summary PageBasic Info PageYou can enter a name and description on the Basic Info page of each adapter in yourintegration.ElementDescriptionWhat do you want to callyour endpoint?Provide a meaningful name so that others can understand theresponsibilities of this connection. You can include English alphabeticcharacters, numbers, underscores, and hyphens in the name. You can'tinclude the following characters: What does this endpointdo?No blank spaces (for example, My Inbound Connection)No special characters (for example, #;83& or righ(t)now4)except underscores and hyphensNo multibyte charactersEnter an optional description of the connection’s responsibilities. Forexample:This connection receives an inbound request tosynchronize account information with the cloudapplication.Trigger Conditions PageSpecify the ticket conditions that must be met for the trigger to run. Trigger should meet ALL of the following conditions: All trigger conditions must bemet for the trigger to run.3-1

Chapter 3Invoke Action Page Trigger should meet ANY of the following conditions: Either condition must bemet for the trigger to run.ElementDescriptionFieldSelect the application field names to use in thecondition.OperatorSelect the operator to use for the triggercondition. Available operators depend on thefield name selected.ValueEnter or select the value. A trigger conditionvalue is the value to which the selected field iscompared.RemoveClick to remove the selected condition.Invoke Action PageSelect the type of action to perform.ElementDescriptionSelect action type Query information: Retrieves information from the Zendeskapplication corresponding to the selected module andoperation.Create, update, or delete information: Creates a newrecord, updates an existing record, or deletes a record in/from the Zendesk application. Operations such as CreateTicket, Update User, Permanently Delete a Ticket, and soon are performed.Import bulk data: Imports a large volume of records intoZendesk (for example, Bulk Update Users and UpdateTickets in Batches).Invoke Operations PageSelect the module and operation to perform on the Zendesk application.Note:If you cannot see one or more custom fields in the mapper or API responseafter you configured the operations related to the Tickets module, you mustregenerate the Zendesk endpoint to see the missing fields.ElementDescriptionSelect Create, Update orDelete(Displayed if the Create,update, or deleteinformation option isselected on the Actionpage.)Displays the following options: Create, Update, and Delete.3-2

Chapter 3Summary PageElementDescriptionSelect moduleSelect a module, such as Tickets, Users, Organization, and soon.Filter by module nameType the initial letters of the module name to filter the display ofnames in the list.Select operationSelect an operation name, such as Create Ticket.Filter by operation nameType the initial letters of the operation name to filter the display ofnames in the list.Specify the number ofrecords per page(Default:20 and Max:100)Enter a numerical value between 1 - 100 as the number of recordsto return per API call. The default value is 20.Summary PageYou can review the specified adapter configuration values on the Summary page.ElementDescriptionSummaryDisplays a summary of the configuration values you defined onprevious pages of the wizard.The information that is displayed can vary by adapter. For someadapters, the selected business objects and operation name aredisplayed. For adapters for which a generated XSD file is provided,click the XSD link to view a read-only version of the file.To return to a previous page to update any values, click the appropriatetab in the left panel or click Back.To cancel your configuration details, click Cancel.3-3

4Implement Common Patterns Using theZendesk AdapterYou can use the Zendesk Adapter to implement the following common pattern.Topics: Synchronize Zendesk Tickets With ServiceNow Incidents Synchronize ServiceNow Incidents and Attachments with ZendeskNote:Oracle Integration provides a number of prebuilt solutions, known as recipes, thatprovide you with a head start in building your integrations. You can start with arecipe, and then customize it to fit your needs and requirements. Depending uponthe solution provided, a variety of adapters are configured in the prebuilt solutions.See Recipes: Build Integrations Quickly.Synchronize Zendesk Tickets With ServiceNow IncidentsThis use case describes how to use the Zendesk Adapter to synchronize Zendesk ticketsupdated at or after a certain time with ServiceNow incidents. The tickets updated in Zendeskare fetched and the details of the ticket are added as an incident in ServiceNow. Thisimplementation pattern provides an overview of the steps.1.Create a scheduled orchestrated integration.2.Create a schedule variable to store the last run time. lastrun ""3.Drag and drop an assign action and create two variables: Flag variable to check whether the loop has completed or not: flag "false" Link variable to store the next page’s value: link ””4.Drag a while action and specify the condition as follows: flag "false"4-1

Chapter 4Synchronize Zendesk Tickets With ServiceNow Incidents5.6.Drag a Zendesk Adapter and configure it as follows.a.On the Basic info page, provide an endpoint name, and click Next.b.On the Action page, select Query information, and click Next.c.On the Operations page, select the Tickets module and Search ZendeskModules operation, provide a value for the number of records per page, andclick Done.d.On the Summary page, review your selections, and click Done.In the mapper, enter the following expression for the Query request parameter.concat (dvm:lookupValue ("tenant/resources/dvms/Zendesk Query Parameter","QueryParameter", "Query", "zendesk", "" ), xp20:format-dateTime( lastrun, "[Y001]-[M01]-[D01]" ) )Lookups are used here to pass the value type:ticket updated to theparameter query.7.Drag a for-each action and assign results as the repeating element.8.Drag a ServiceNow Adapter and configure it as follows:9.a.On the Basic info page, provide an endpoint name, and click Next.b.On the Action page, select Query Information, and click Next.c.On the Operations page, select the Get one or more records from theselected Module/Table based on provided filter parameters operation,Incident application, and Incident module.d.On the Summary page, review your selections, and click Done.Perform the required mapping.10. Drag a switch action into the canvas to check whether or not sys id contains data.sys id 0.0When sys id is null, the incident is created. Otherwise, the existing incident isupdated.11. Drag a switch action and assign a condition to check whether or not next pagecontains data.next page ! ""a.If the condition statement evaluates to true, assign the link and flag variablesas follows: link "next page" flag ”false”4-2

Chapter 4Synchronize Zendesk Tickets With ServiceNow Incidentsb.If the condition statement evaluates to false, assign the flag variable as follows: flag "true"12. Update the specified lastrun variable as follows: lastrun startTime13. When complete, save and activate the integration.The completed integration looks as follows.4-3

Chapter 4Synchronize Zendesk Tickets With ServiceNow Incidents4-4

Chapter 4Synchronize ServiceNow Incidents and Attachments with ZendeskSynchronize ServiceNow Incidents and Attachments withZendeskThis use case describes how to use the Zendesk Adapter to synchronize a ServiceNowincident and attachments with Zendesk. The details of the incident are added as a ticket inZendesk, along with the attachments. This implementation pattern provides an overview ofthe steps.1.Create an app-driven orchestrated integration.2.Drag a ServiceNow Adapter into the integration canvas and configure it as follows:3.a.On the Basic info page, provide an endpoint name, and click Next.b.On the Applications page, select the Incident application, the Incident module, andclick Next.c.On the Fields page, select the required fields, and click Next.d.On the Conditions Page, select Created, and click Next.e.On the Response page, click Next.f.On the Summary page, review your selections, and click Done.Drag an assign action into the integration canvas and create three variables: Flag variable to check whether the loop is completed or not: flag "false" Link variable to store the next page's value: link "" Token variable to store the attachment token: token ""4.Drag a while action into the integration canvas and spe

Workflow to Create and Add a Zendesk Adapter Connection to an Integration. Zendesk Adapter Capabilities. The Zendesk Adapter enables you to create an integration with a Zendesk application. You can configure the Zendesk Adapter as an invoke connection in an integration in Oracle Integration. The Zendesk Adapter provides the following benefits:

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