Create User (Zendesk) activity

Configure the Create User activity

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

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Zendesk tab.
On the Zendesk tab, drag the Create User activity onto your process.

General Configuration

Specifies the basic settings for the Create User activity.

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

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 User Configuration > Basic tab

Specifies the information about the user to create from Zendesk.

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	Opens this Screen: Access Token for Zendesk Function of this Screen: Configure an access token to connect to Zendesk.
Upload Profile Picture	Function: Specifies an image to show in your Zendesk user profile. Accepted Values: Selected - Uses an image for Zendesk user profile. Deselected - Does not use an image for Zendesk user profile. The image file can be one of these types: .jpg .png .jpeg .gif .bmp Default Value: Deselected
User Name	Function: Specifies the name of the user to create in Zendesk. Accepted Values: A valid user name. Default Value: None Accepts Process Data Variables: Yes
Email ID	Function: Specifies the e-mail ID to create a user in Zendesk. Accepted Values: One line of text (a string) in email address format. 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?
User Role	Function: Specifies the role of the user to create in Zendesk. Accepted Values: End-User Agent Admin Default Value: None Accepts Process Data Variables: Yes
Organization ID	Function: Specifies the organization ID for the Zendesk organization in which to create a user. Accepted Values: A valid Zendesk organization ID. 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?

Create User Configuration > Request tab

Connects the request data from Zendesk to your process schema

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	Opens this Screen: Access Token for Zendesk Function of this Screen: Configure an access token to connect to Zendesk.
Upload Profile Picture	Function: Specifies an image to show in your Zendesk user profile. Accepted Values: Selected - Uses an image for Zendesk user profile. Deselected - Does not use an image for Zendesk user profile. The image file can be one of these types: .jpg .png .jpeg .gif .bmp Default Value: Deselected
Request Mapping	Function: Connects the Zendesk request to your process schema. To Open this Field: Click the Request tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the request to the data model for your process. Default Value: None Example: Refer to: (Example) Schema Mapper

Create User Configuration > Response tab

Specifies how to store the information about the user in process data variables.

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	Opens this Screen: Access Token for Zendesk Function of this Screen: Configure an access token to connect to Zendesk.
Upload Profile Picture	Function: Specifies an image to show in your Zendesk user profile. Accepted Values: Selected - Uses an image for Zendesk user profile. Deselected - Does not use an image for Zendesk user profile. The image file can be one of these types: .jpg .png .jpeg .gif .bmp Default Value: Deselected
Map Response to AgilePoint Schema	Function: Maps information about the user from the Zendesk data model to your process schema. To Open this Field: Click the Response tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Default Value: None Example: Refer to: (Example) Schema Mapper
Store the Response in this Variable	Function: Specifies the process data variable that stores an information about the user from the Zendesk. To Open this Field: Click the Response tab. Accepted Values: A process data variable that accepts an alphanumeric string in JSON format. Note: In most cases, AgilePoint recommends the Map Response to AgilePoint Schema option. Only get the raw JSON string if you need this data for custom coding. Default Value: None Accepts Process Data Variables: Yes Example: [{"Active":true,"Alias":null,"CustomFields":{},"CustomRoleId":null,"Email":"mrzentest5@gmail.com","ExternalId":null,"LastLoginAt":"\/Date(1529558303000)\/","LocaleId":1,"Moderator":true,"Name":"Mr Zen","Notes":null,"OnlyPrivateComments":false,"OrganizationId":360032614154,…}]

Source Repository

Specifies the original, or source, location type for your user profile image files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > Amazon S3.
Box	Function: Specifies that Box is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > Box.
Dropbox	Function: Specifies that Dropbox is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > Dropbox.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the data source for the file. To select your file in the source location, complete the fields on Create User > Source Repository > File System.
FTP	Function: Specifies that FTP is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > OneDrive For Business.
Salesforce	Function: Specifies that Salesforce is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the source location for your files. To select your file in the source location, complete the fields on Create User > Source Repository > SharePoint.