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Connect DealMachine to Zendesk

Name: DealMachine to Zendesk Integration
Availability: InStock

Automate workflows and sync data between DealMachine and Zendesk with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect DealMachine & Zendesk?

Intelligent Automation Workflows

Leverage 1 available triggers from DealMachine to execute 24 targeted actions in Zendesk automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps DealMachine and Zendesk perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between DealMachine and Zendesk for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

DealMachine

Triggers (1)

New Lead

Emit new event when a new lead is created.

polling

Actions (5)

Add Lead

Add a lead to your team's account. See the documentation

Add Tags to Lead

Add tags(s) to the lead. See the documentation

Create Note

Create a note for the lead. See the documentation

List Lead Id Options

Retrieves available options for the Lead Id field.

List Tag IDs Options

Retrieves available options for the Tag IDs field.

Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling

New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling

New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling

New Ticket (Instant)

Emit new event when a ticket is created

webhook

New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook

New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook

Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook

Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook

Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook

Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.