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Zendesk

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zendesk.png Zendesk is a customer service software and support ticketing system. 

When properly configured, Greenhouse Onboarding tasks that are assigned to Zendesk will be automatically added as a ticket via email. In this article, we will cover how to: 

 

Retrieve Zendesk Email

Greenhouse Onboarding uses a Zendesk email address to automatically add cards to the ticketing system when a task is generated in Greenhouse Onboarding.

To enable Zendesk as a 3rd-party task system, your organization will need to contact your ticketing system administrator and provide Greenhouse Onboarding with the Zendesk email used for creating tickets. 

Note: Any user can create a ticket in Zendesk if they have the email address used for creating tickets. 

 

Enable Zendesk for Greenhouse Onboarding

Once the Zendesk email address is retrieved, navigate to Greenhouse Onboarding and click Settings from the navigation bar. 

Select 3rd-Party Task Systems from the left-hand panel.

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From the 3rd-Party Task Systems page, click Add New.

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Give the 3rd-party task system a name and select Zendesk from the provided System dropdown menu. 

Input the copied Zendesk email address in the Email Address field.

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Since Greenhouse Onboarding allows tokens to be inserted into tasks (which can reveal personally identifiable information), you need to explicitly configure which fields Zendesk can view.

Use the Viewable Fields dropdown menu to select which fields Zendesk can view. If a task with a non-viewable token is assigned to Zendesk, Greenhouse Onboarding will block Zendesk from viewing the information.  

When finished, click Save and Close.

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The Zendesk account will be added as a 3rd-party task system in Greenhouse Onboarding. Repeat the above steps for any additional Zendesk accounts that you need connected to Greenhouse Onboarding.

This Zendesk account (and any additional boards added to 3rd-Party Task Systems) can now be assigned tasks. To learn more, click here.