This article covers the Zendesk workflow actions for creating, updating, and searching users, and for creating and updating organizations. For ticket, macro, and due-date actions, see how to manage Zendesk tickets from HappyFox Workflows.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this action if the field is blank. |
| Optional | You may leave this field empty; the action will still run. |
| Text | A plain-text value (single line or variable reference). |
| List of objects | One or more rows, each with sub-fields (for example, a custom field ID + value pair). |
User Actions
Create User
Creates a new user — agent or end-user — in Zendesk. Custom user fields can also be populated at creation time.
| Field | Description | Validation |
|---|---|---|
| Name | The display name for the new user. | Required · Text |
| Role | The Zendesk role for the new user. Common values: end-user, agent, admin. |
Required · Text |
| Email address for the new user. | Optional · Text | |
| Custom Fields | Custom user field values to set on the new user. Each row includes ID (the Zendesk custom user field ID) and Value — for dropdown/multiselect fields, the value is resolved against field metadata. | Optional · List of objects |
Update User
Updates an existing Zendesk user's profile. Only the fields you fill in are changed.
| Field | Description | Validation |
|---|---|---|
| User ID | The ID of the user to update. | Required · Text |
| Name | New display name for the user. | Optional · Text |
| New email address. | Optional · Text | |
| Role | New role for the user. | Optional · Text |
| Custom Fields | Custom user field values to update. Each row includes ID and Value. | Optional · List of objects |
Set User Fields
Updates only the custom fields on an existing Zendesk user record, without changing other profile properties. Use this when you need to bulk-update user custom fields.
| Field | Description | Validation |
|---|---|---|
| User ID | The ID of the user whose custom fields you want to update. | Required · Text |
| Custom Fields | The custom field values to set. Each row includes ID and Value. | Required · List of objects |
Search Users
Searches for Zendesk users by a query string and returns the first matching user's data for use in subsequent workflow steps.
| Field | Description | Validation |
|---|---|---|
| Search Text | The search query to run against Zendesk users (for example, an email address or name). | Required · Text |
Organization Actions
Create Organization
Creates a new organization in Zendesk. Organizations group end-users together and can be used for SLA policies, routing, and shared ticket views.
| Field | Description | Validation |
|---|---|---|
| Name | The display name for the new organization. | Required · Text |
| Domain Names | One or more internet domain names to associate with the organization (for example, acme.com support.acme.com). Users who register with a matching email domain can be auto-added. Supply as space-separated domain names. |
Optional · Text |
Update Organization
Updates an existing organization in Zendesk. Only the fields you provide are changed.
| Field | Description | Validation |
|---|---|---|
| Organization ID | The ID of the organization to update. | Required · Text |
| Name | New display name for the organization. | Required · Text |
| Domain Names | Updated domain name list for the organization. Supply as space-separated domain names. | Optional · Text |
Your workflow can now create, update, and search Zendesk users and organizations. Next, see how to manage Zendesk tickets from HappyFox Workflows to cover the rest of the Zendesk action set.