Zendesk Sell Connector

gb-priska · Friday

Note on third‑party tools

We aim to provide accurate and helpful details about third‑party tools, but we can’t guarantee that this information is always complete or up to date. If you notice any discrepancies, feel free to share them in the feedback section below. For the most reliable information, please always refer to the third‑party tool’s official documentation.

Zendesk Sell is a sales force automation program.

Connections

Zendesk Sell Oauth 2.0 Connection

The Zendesk Sell component ensures secure request authentication using OAuth 2.0. To seamlessly configure an application within Zendesk Sell, simply adhere to the instructions outlined in this comprehensive guide.

Access Your Zendesk Sell Dashboard: To begin, log in to your Zendesk Sell Dashboard. You can reach it via a URL similar to this: https://{YOUR SUBDOMAIN HERE}.zendesk.com/sales/dashboards/main.
Navigate to Settings: On the left-hand side toolbar, locate and click on the "Settings" option.
Explore Integrations > OAuth: Within the Settings section, delve into the "Integrations" category and then proceed to "OAuth."
Access OAuth2 Settings: Under the OAuth section, find the "OAuth2 Settings" and access it.
Developer App Setup: Within the OAuth2 Settings, locate the "Developer apps" section.
Add a Developer App: To initiate the setup process, click on the "Add Developer App" button.
Provide App Details: Complete the required fields for the app setup. Be sure to specify the Redirect URL as https://oauth2.flowbuilder.eu.lansweeper.com/callback for EU sites or https://oauth2.flowbuilder.us.lansweeper.com/callback for US sites.
Retrieve Client ID and Secret: Upon successful app addition, you can obtain the Client ID and Secret by selecting the "details" button associated with your app.

Now that you've acquired the necessary credentials, the next step involves establishing a new Zendesk Sell connection, utilizing the obtained credentials. This integration will seamlessly link your systems, facilitating efficient data exchange and management.

This connection uses OAuth 2.0, a common authentication mechanism for integrations.
Read about how OAuth 2.0 works here.

Input	Comments	Default
Authorize URL		https://api.getbase.com/oauth2/authorize
Token URL		https://api.getbase.com/oauth2/token
Scopes		read write profile
Client ID
Client Secret

Actions

Create Contact

Create a new contact. A contact may represent a single individual or an organization.

Input	Comments	Default
Connection
Name	Required only if the contact is an organization. is_organization is set to true.
First Name	The field will be set only if the contact is an individual. is_organization is set to false.
Last Name	Required only if the contact is an individual. is_organization is set to false.
Owner Id	Defaults to the unique identifier of the user who created the contact.
Is Organization	This value can be set only during creation and cannot be changed later.
Contact Id	The field will be set only if the contact is an individual. is_organization is set to false.
Parent Organization Id	The unique identifier of a contact that should be set as parent for this organization. Referenced contact also has to be an organization. It can be set only for organization contacts (is_organization set to true.
Customer Status
Prospect Status
Title
Description
Industry
Website
Email
Phone
Mobile
Fax
Twitter
Facebook
Linkedin
Skype
Address
Billing Address	null if contact is neither a customer nor a prospect (see customer_status and prospect_status fields for details).
Shipping Address	null if contact is neither a customer nor a prospect (see customer_status and prospect_status fields for details).
Tag	In order to modify this, you need to supply the entire set.
Custom Field	Filterable custom field.

Create Deal

Create a new deal.

Input	Comments	Default
Connection
Name
Contact Id
Value	Value of the deal. We encourage you to use a string with two decimal places.
Currency	If omitted, currency will be set to the default currency of the account.
Owner Id	Defaults to the unique identifier of the user that the deal is created by.
Hot	Indicator of whether or not the deal is hot.
Stage Id	If omitted, the deal will be placed in the first stage of the default pipeline.
Last Stage Change At	Date and time when the deal was moved into the current stage in UTC (ISO8601 format).
Added At	Date and time that the deal was started in UTC (ISO8601 format).
Source Id	Id of the deal Source.
Loss Reason Id	Id of the Loss Reason.
Unqualified Reason Id	Id of the Unqualify Reason.
Estimated Close Date
Customized Win Likelihood	User-provided win likelihood with value range 0-100.
Tag
Custom Field

Create Lead

Creates a new lead.

Input	Comments	Default
Connection
Last Name	Required only if a lead is an individual. company_name is empty.
Organization Name	Required only if a lead is an organization. last_name is empty.
First Name
Owner Id	Defaults to user's unique identifier the lead is created by.
Status
Source Id
Unqualified Reason Id
Title
Description
Industry
Website
Email
Phone
Mobile
Fax
Twitter
Facebook
Linkedin
Skype
Address
Tag
Custom Field

Create Note

Create a new note and associate it with one resource.

Input	Comments	Default
Connection
Resource Type
Resource Id
Content
Is Important
Tag
Type

Create Order

Create a new order.

Input	Comments	Default
Connection
Deal Id	The unique identifier of the deal.
Discount	Overall discount on the order in percents. Defaults to 0.

Create Task

Creates a new task.

Input	Comments	Default
Connection
Content
Due Date
Owner Id	Defaults to the unique identifier of the user who created the task.
Resource Type
Resource Id
Completed
Remind At

Delete Contact

Delete an existing contact. This operation cannot be undone.

Input	Comments	Default
Connection
Contact ID	The unique identifier of the contact.

Delete Deal

Delete an existing deal and remove all of the associated contacts from the deal in a single call.

Input	Comments	Default
Connection
Deal ID	The ID of the deal to delete.

Delete Lead

Delete an existing lead.

Input	Comments	Default
Connection
Lead ID	The ID of the lead to delete.

Delete Note

Delete an existing note. This operation cannot be undone.

Input	Comments	Default
Connection
Note Id	Unique identifier of the note.

Delete Order

Delete an existing order and remove all of the associated line items in a single call. This operation cannot be undone.

Input	Comments	Default
Connection
Id	The unique identifier of the order.

Delete Task

Delete an existing task. This operation cannot be undone.

Input	Comments	Default
Connection
Task ID	The unique ID of the task.

Get Contact

Returns a single contact available to the user, according to the unique contact ID provided.

Input	Comments	Default
Connection
Contact ID	The unique identifier of the contact.

Get Contacts Stream

Read the stream of contact events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Custom Fields Stream

Read the stream of custom fields events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Deal

Returns a single deal available to the user.

Input	Comments	Default
Connection
Deal ID	The ID of the deal to retrieve.
Includes	Comma-separated list of one or more resources related to the deal. Possible values: associated_contacts

Get Deals Stream

Read the stream of deal events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Lead

Returns a single lead available to the user.

Input	Comments	Default
Connection
Lead ID	The ID of the lead to retrieve.

Get Leads Stream

Read the stream of lead events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Note

Returns a single note available to the user, according to the unique note ID provided.

Input	Comments	Default
Connection
ID	Unique identifier of the note.

Get Notes Stream

Read the stream of note events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Order

Returns a single order available to the user.

Input	Comments	Default
Connection
Id	The unique identifier of the order.

Get Orders Stream

Read the stream of order events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Products Stream

Read the stream of product events

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Stages Stream

Read the stream of stage events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Stream

Provides a stream of changes to Sell data.

Input	Comments	Default
Connection
Resource	The resource to get the stream for.
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

Get Task

Returns a single task available to the user according to the unique task ID provided.

Input	Comments	Default
Connection
Task ID	The unique ID of the task.

Get Tasks Stream

Read the stream of task events.

Input	Comments	Default
Connection
Position	Your client position in Firehose stream. Possible values: top/string-from-fh-api/tail
Limit	Limits maximum number of events in single response.

List Account Details

Retrieve account details

Input	Comments	Default
Connection

List Contacts

Returns all contacts available to the user according to the parameters provided.

Input	Comments	Default
Connection
Page	The page number to start from. Page numbering is 1-based and omitting the page parameter will return the first page.
Per Page	The number of records to return per page. Default limit is 25 and maximum number that can be returned is 100.
Sort By	A field to sort by. You can sort by filterable custom fields as well.
Ids	Comma-separated list of the IDs for the contacts you want to be returned in your request.
Creator Id	User ID. Returns all contacts created by that user.
Owner Id	User ID. Returns all contacts owned by that user.
Is Organization	Indicates whether or not this contact refers to an organization or an individual.
Contact Id	The unique identifier of the organization that the contact belongs to.
Name	Name of the contact.
First Name	First name of the contact.
Last Name	Last name of the contact.
Email	Email address of the contact.
Phone	Phone number of the contact.
Mobile	Mobile phone number of the contact.
Customer Status	Customer status of the contact. Possible values: none, current, past
Prospect Status	Prospect status of the contact. Possible values: none, current, lost
Address (City)	City name.
Address (Postal Code)	Zip code or equivalent
Address (Country)	Country name.
Address (State)	State/region name.
Billing Address	null if contact is neither a customer nor a prospect (see customer_status and prospect_status fields for details).
Shipping Address	null if contact is neither a customer nor a prospect (see customer_status and prospect_status fields for details).
Custom Field	Filterable custom field.
Inclusive	Indicates how filters should be combine. true value, the default, uses AND logic. false value uses OR logic to combine filters.

List Custom Fields

Returns all custom fields associated with the specified resource type.

Input	Comments	Default
Connection
Resource Type	Specifies the type for which custom fields should be returned.

List Deals

Returns all deals available to the user.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1, and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. Default limit is 25 and the maximum number that can be returned is 100.
Sort By	A field to sort by. You can sort by filterable custom fields as well.
Ids	Comma-separated list of deal IDs to be returned in a request.
Includes	Comma-separated list of one or more resources related to a deal.
Creator Id	Unique identifier of the user the deal was created by. Returns all deals created by the user.
Owner Id	Unique identifier of the user the deal is owned by. Returns all deals owned by the user.
Contact Id	Unique identifier of a primary contact.
Organization Id	Unique identifier of an organization.
Hot	Indicator of whether or not the deal is hot.
Source Id	Id of the Source.
Stage Id	Id of the Stage.
Name	Name of the deal.
Value	Value of the deal. We encourage you to use a string with two decimal places.
Estimated Close Date	Estimated close date of the deal.
Custom Field	Filterable custom field.
Inclusive	Indicates how filters should be combine. true value, the default, uses AND logic. false value uses OR logic to combine filters.

List Leads

Returns all leads available to the user.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1 and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. The default limit is 25 and the maximum number that can be returned is 100.
Sort By	A field to sort by. You can sort by filterable custom fields as well.
Ids	Comma-separated list of lead IDs to be returned in a request.
Creator Id	User ID. Returns all leads created by that user.
Owner Id	User ID. Returns all leads owned by that user.
Source Id	Id of the Source.
First Name	First name of the lead.
Last Name	Last name of the lead.
Organization Name	Organization name of the lead.
Status	Status of the lead.
Email	Email address of the lead.
Phone	Phone number of the lead.
Mobile	Mobile phone number of the lead.
Address[city]	City name.
Address[postal Code]	Zip or Postal code.
Address[state]	State/region name.
Address[country]	Country name.
Custom Field	Filterable custom field.
Inclusive	Indicates how filters should be combine. true value, the default, uses AND logic. false value uses OR logic to combine filters.

List Notes

Returns all notes available to the user, according to the parameters provided.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1, and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. The default limit is 25 and the maximum number that can be returned at one time is 100.
Sort By	A field to sort by. Default ordering is ascending. If you want to change the sort ordering to descending, append :desc to the field e.g. sort_by=resource_type:desc. Possible values, resource_type, created_at, updated_at
Includes	Comma-separated list of one or more resources related to the note. Not supported at the moment.
Ids	Comma-separated list of note IDs to be returned in a request.
Creator Id	Unique identifier of the user. Returns all notes created by the user.
Q	A query string to search for. Performs a full text search on the content field.
Resource Type	Name of the type of resource to search for. Possible values: lead, contact, deal
Resource Id	Unique identifier of the resource to search for.

List Orders

Returns all orders available to the user.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1, and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. Defaults to 25. Maximum is 500.
Ids	Comma-separated list of IDs to be returned in request.
Sort By	A field to sort by. Default ordering is ascending. If you want to change the sort ordering to descending, append :desc to the field.
Deal Id	Id of the deal order is associated to.

List Pipelines

Returns all pipelines available to the user, according to the parameters provided.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1, and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. Default limit is 25 and the maximum number that can be returned is 100.
Ids	Comma-separated list of IDs to be returned in request.
Sort By	Comma-separated list of fields to sort by. The sort criteria is applied in the order specified. The default ordering is ascending. If you want to change the sort ordering to descending, append :desc to the field.
Name	Name of the pipeline to search for. This parameter is used in a strict sense.
Disabled	Parameter that determines whether to return disabled or enabled pipelines.

List Stages

Returns all stages available to the user.

Input	Comments	Default
Connection
Pipeline Id	The unique identifier of the pipeline that contains this stage.
Page	The page number to start from. Page numbering starts at 1, and omitting the page parameter will return the first page.
Per Page	The number of records to return per page. The default limit is 25 and the maximum number that can be returned is 100.
Sort By	Comma-separated list of fields to sort by. The sort criteria is applied in the order specified. The default ordering is ascending. If you want to change the sort ordering to descending, append :desc to the field. Possible values: pipeline_id, id, name, category, position, likelihood
Ids	Comma-separated list of stage IDs to be returned in a request.
Name	Name of the stage you're searching for. This parameter is used in a strict sense.
Active	Parameter that determines whether to return active or inactive stages.

List Tasks

Returns all tasks available to the user.

Input	Comments	Default
Connection
Page	Page number to start from. Page numbering starts at 1 and omitting the page parameter will return the first page.
Per Page	Number of records to return per page. The default limit is 25 and the maximum number that can be returned is 100.
Sort By	A field to sort by. The default ordering is ascending. If you want to change the sort order to descending, append :desc to the field
Ids	Comma-separated list of task IDs to be returned in a request.
Creator Id	Unique identifier of the user. Returns all tasks created by the user.
Owner Id	Unique identifier of the user. Returns all tasks owned by the user.
Q	A query string to search for. Performs a full text search on the content field.
Type	Type of tasks to search for. Possible values: floating, related
Resource Type	Name of the resource type to search for. Possible values: lead, contact, deal
Resource Id	Unique identifier of the resource that you're searching for.
Completed	Indicates whether the query will return tasks that are completed or not.
Overdue	Indicates whether the query will return tasks where the due_date parameter has been passed or not.
Remind	Indicates whether the query will return tasks with reminders or without reminders.

Raw Request

Send raw HTTP request To Zendesk Sell

Input	Comments	Default
Connection
URL	This is the URL to call.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Debug Request	Enabling this flag will log out the current request.	false
Retry Delay (ms)	The delay in milliseconds between retries.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type.	false
Max Retry Count	The maximum number of retries to attempt.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries.	false
Api Version	The version of the API to use.	v2

Update Contact

Updates contact information. If the specified contact does not exist, the request will return an error.

Input	Comments	Default
Connection
Id	The unique identifier of the contact.
Name	This field will be set only if the contact is an organization. is_organization is set to true.
First Name	The field will be set only if the contact is an individual. is_organization is set to false.
Last Name	The field will be set only if the contact is an individual. is_organization is set to false.
Contact Id	The field will be set only if the contact is an individual. is_organization is set to false.
Parent Organization Id	The unique identifier of a contact that should be set as parent for this organization. Setting this to null will clear existing parent relation. Referenced contact also has to be an organization. It can be set only for organization contacts (is_organization set to true.
Owner Id
Customer Status	Customer status of the contact. Possible values: none, current, past
Prospect Status
Title
Description
Industry
Website
Email
Phone
Mobile
Fax
Twitter
Facebook
Linkedin
Skype
Address
Billing Address	Can be updated if contact is either a customer or a prospect (see customer_status and prospect_status fields for details).
Shipping Address	Can be updated if contact is either a customer or a prospect (see customer_status and prospect_status fields for details).
Tag	In order to modify this, you need to supply the entire set.
Custom Field	Filterable custom field.

Update Deal

Updates deal information.

Input	Comments	Default
Connection
Deal ID	The ID of the deal to update.
Name
Value	Value of the deal. We encourage you to use a string with two decimal places.
Currency
Owner Id
Hot
Stage Id
Last Stage Change At	Date and time when the deal was moved into the current stage in UTC (ISO8601 format).
Added At	Date and time that the deal was started in UTC (ISO8601 format).
Source Id	Id of the deal Source.
Loss Reason Id	Id of the Loss Reason.
Unqualified Reason Id	Id of the Unqualify Reason.
Contact Id	Unique identifier of a primary contact.
Estimated Close Date
Customized Win Likelihood	User-provided win likelihood with value range 0-100.
Tag
Custom Field

Update Lead

Updates lead information.

Input	Comments	Default
Connection
Lead Id
Owner Id
First Name
Last Name
Organization Name
Status
Source Id
Unqualified Reason Id
Title
Description
Industry
Website
Email
Phone
Mobile
Fax
Twitter
Facebook
Linkedin
Skype
Address
Tag	In order to modify, you need to supply the entire
Custom Field

Update Note

Updates note information.

Input	Comments	Default
Connection
Resource Type
Resource Id
Content
Is Important
Tag
Type

Update Order

Updates order information.

Input	Comments	Default
Connection
Id	The unique identifier of the order.
Discount	Overall discount on the order in percents.

Update Task

Updates task information.

Input	Comments	Default
Connection
Task ID	The unique ID of the task.
Content
Due Date
Owner Id	Defaults to the unique identifier of the user who created the task.
Resource Type
Resource Id
Completed
Remind At

Upsert Contact

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required.

Input	Comments	Default
Connection
Creator Id	User ID. Returns all contacts created by that user.
Owner Id	User ID. Returns all contacts owned by that user.
Is Organization	Indicates whether or not this contact refers to an organization or an individual.
Contact Id	The unique identifier of the organization that the contact belongs to.
Parent Organization Id	The unique identifier of a contact that should be set as parent for this organization. Setting this to null will clear existing parent relation. Referenced contact also has to be an organization. It can be set only for organization contacts (is_organization set to true.
Name	Name of the contact.
First Name	First name of the contact.
Last Name	Last name of the contact.
Email	Email address of the contact.
Phone	Phone number of the contact.
Mobile	Mobile phone number of the contact.
Customer Status	Customer status of the contact. Possible values: none, current, past
Prospect Status	Prospect status of the contact. Possible values: none, current, lost
Address (City)	City name.
Address (Postal Code)	Zip code or equivalent
Address (Country)	Country name.
Billing Address	Can be updated if contact is either a customer or a prospect (see customer_status and prospect_status fields for details).
Shipping Address	Can be updated if contact is either a customer or a prospect (see customer_status and prospect_status fields for details).
Custom Field	Filterable custom field.
Filter	Filterable custom field.
Inclusive	Indicates how filters should be combine. true value, the default, uses AND logic. false value uses OR logic to combine filters.

Upsert Lead

Create a new lead or update an existing, based on a value of a filter or a set of filters.

Input	Comments	Default
Connection
Creator Id	User ID. Returns all leads created by that user.
Owner Id	User ID. Returns all leads owned by that user.
Source Id	Id of the Source.
First Name	First name of the lead.
Last Name	Last name of the lead.
Organization Name	Organization name of the lead.
Status	Status of the lead.
Email	Email address of the lead.
Phone	Phone number of the lead.
Mobile	Mobile phone number of the lead.
Address[city]	City name.
Address[postal Code]	Zip or Postal code
Address[country]	Country name.
Custom Field	Filterable custom field.
Filter	Filterable custom field.
Inclusive	Indicates how filters should be combine. true value, the default, uses AND logic. false value uses OR logic to combine filters.

Create cloud actions