Create Organization activity

An activity that can assign your customers manually or automatically to create an organization by their email address domain in Zendesk.


Create Organization activity

Configure the Create Organization activity

To configure the Create Organization activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Zendesk tab.

    Open Zendesk tab
  3. On the Zendesk tab, drag the Create Organization activity onto your process.

    Drag Create Organization activity

General Configuration

Specifies the basic settings for the Create Organization activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Organization Configuration

Specifies the information about an organization to create in Zendesk.

Figure: Create Organization Configuration screen

Create Organization Configuration screen

Fields

Field Name Definition

Zendesk

Function:
Specifies the access token that connects to your Zendesk service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Zendesk
Function of this Screen:
Configure an access token to connect to Zendesk.

Organization Name

Function:
Specifies the name for an organization to create.
Accepted Values:
A text string that can contain spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Domain Names

Function:
The authentication domain.
Accepted Values:
One or more domain names, separated by semicolons (;).
Default Value:
None
Accepts Process Data Variables:
Yes

Tags

Function:
Specifies the tags for the organization to create in Zendesk.
Accepted Values:
A text string.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Details

Function:
Specifies other information about the organization to create.
Accepted Values:
A text string that can contain spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Notes

Function:
Specifies any additional notes about the organization to create in Zendesk.
Accepted Values:
A text string that can contain spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Response Organization ID to this Variable

Function:
Specifies a process data variable that stores an information about the organization ID from Zendesk.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?