Identifying a Zendesk User by Phone Number
To identify a Zendesk user based on caller phone number, you need the following:
Generate a Zendesk API Token
Complete Zendesk’s tutorial on generating a new API token. Your Zendesk API token is needed for future steps.
Update Your SmartFlow
- Add an External Web Call action to your flow.
- Configure the action as follows:
USER NAME: {Zendesk Username}/token
PASSWORD: Your Zendesk API Token
METHOD: GET
URL OF SERVICE: {Zendesk instance name}.zendesk.com/api/v2/search.json?query=role:end-user phone:{number}
CONTENT-TYPE: application/json
- Configure the RESPONSE VARIABLES to capture the fields you need. For more information, check out the Zendesk Users support page.
- Save and Deploy your flow.