Zendesk Capabilities
Last updated: October 8, 2024
After this article...
You'll understand the capabilities our Zendesk integration provides, and how Lumos interacts with the Zendesk API.
View users
The mapping between Zendesk user statuses and Lumos user account statuses is below.
Zendesk User Status | Lumos Account Status |
Suspended | Suspended |
Not Suspended | Active |
deleted (Zendesk no longer returns a user) | Suspended |
Zendesk API endpoint: https://developer.zendesk.com/api-reference/ticketing/users/users/#list-users (we don't return end-user accounts, just admins and agents)
Log to ITSM
More details on how we log tickets to Zendesk can be found here:📄 Configuring Zendesk ITSM Logging
View a user's entitlements
Lumos can retrieve the following user entitlements from Zoom.
Product Role - We surface a list of the Zendesk products the user can access and the role they have within that product. For example, a user can have
Guide - Admin,Explore - Studio, andSupport - Agent.License - We surface whether the user has a Paid Seat, Light Agent Seat, or Free Seat (more info from Zendesk on license types).
View a user's last login
In Lumos, the Last Login value represents the last time the user logged into Zendesk or made an API request using an API token or basic authentication.
Zendesk API endpoint: https://developer.zendesk.com/api-reference/ticketing/users/users/#show-user (we look at the last_login_at field)
Downgrade a user
AppStore | Offboarding | Access Reviews | License Management |
N/A | ✅ | ❌ | ✅ |
In Lumos, downgrading a Zendesk user changes their Account Status to "Deprovisioned" during the next Zendesk sync (not immediately).
In Zendesk, this action downgrades the user from an Agent/Admin to an End User. Before downgrading an agent, Zendesk recommends reassigning all of their tickets to prevent data loss (more info).
This action reclaims a license in Zendesk.
Zendesk API endpoint: https://developer.zendesk.com/rest_api/docs/support/users#update-user (we change the role to end-user).
Suspend a user
AppStore | Offboarding | Access Reviews | License Management |
N/A | ✅ | ✅ | ✅ |
In Lumos, suspending a Zendesk user changes their Account Status to "Suspended".
In Zendesk, when a user is suspended, new support requests received from the user’s registered identities are added to the suspended tickets queue. Suspended users also can't sign in and create new tickets via the API, and won't have tickets created if they call any of your Talk lines. (Source)
This action does not reclaim a license in Zendesk.
Zendesk API endpoint: https://developer.zendesk.com/api-reference/ticketing/users/users/#suspending-a-user
Deprovision a user
AppStore | Offboarding | Access Reviews | License Management |
N/A | ✅ | ✅ | ✅ |
In Lumos, deprovisioning a Zendesk user marks their Account Status as "Deprovisioned".
In Zendesk, this action permanently removes the user and their data from Zendesk. Deleted users are not recoverable. The only context in which you can transfer data today is during Offboarding and Inactivity Workflows, so if you're using this option, important data should be transferred to a new user first.
This action reclaims a license in Zendesk.
Zendesk API endpoints:
Soft: https://developer.zendesk.com/api-reference/ticketing/users/users/#delete-user (we do this first)
Hard: https://developer.zendesk.com/api-reference/ticketing/users/users/#permanently-delete-user (we do this after the "soft" delete)
Transfer data
AppStore | Offboarding | Access Reviews | License Management |
N/A | ✅ | ❌ | ✅* |
* Available only in Inactivity Workflows
In Lumos, transferring a Zendesk user's data to another user has no impact on the data in Lumos.
In Zendesk, this action transfers a user's requested tickets to a destination user.
Zendesk API endpoints:
https://developer.zendesk.com/api-reference/ticketing/tickets/tickets/#list-tickets (we hit the requested endpoint)
https://developer.zendesk.com/rest_api/docs/support/tickets#update-many-tickets