Zendesk Markdown



The Chat interface in the Zendesk Agent Workspace does not support rich text format. If a Support app posts rich text into the editor during “chat mode”, the text is automatically converted into Markdown to maintain link and text emphasis. Additionally, markdown formatting will be used (if selected) in the formatting of text in relevant notification channels. Customers who wish to have markdown enabled by default when creating or updating events may enable this option for their user account by navigating to User Profile Options Markdown in the StatusDashboard administration. 4.8 Markdown syntax help Use these special formatting rules to create nicely formatted content pages without having to use complicated editors. 1) Headers & Line Breaks.

The Zendesk integration lets you share Zendesk tickets with issues in YouTrack. When the integration is enabled and configured, shared Zendesk tickets and the issues that are created from them in YouTrack are synced automatically. Custom fields are synchronized in one direction, from Zendesk to YouTrack. Changes to custom fields in the YouTrack issue are not applied to the shared ticket in Zendesk. Tags and comments are synchronized both ways.

Enable and Configure Zendesk Integration

To enable and configure the Zendesk integration, follow these steps:

  • Send YouTrack an invite to share tickets from your Zendesk instance.

  • Accept the sharing invite in YouTrack and configure the integration settings in YouTrack.

To send YouTrack an invite to share tickets:

  1. In your Zendesk instance, open the Settings > Tickets > Tickets Sharing administration page.

  2. Click add sharing invite.

  3. In the Share tickets with dialog, select a third-party system.

  4. In the Sharing tickets with third-party system form, enter values for the following settings:

    SettingDescription
    Sharing URL

    Enter the URL of your YouTrack server in the following format: http://<YouTrack base URL>/rest/networkedhelpdesk

    You can locate and copy the Sharing URL on the Administration > Zendesk Integration page in YouTrack.

    NameEnter a name for the sharing agreement.
  5. Use the remaining settings to determine which information is synchronized between Zendesk and YouTrack.

  6. When done, click the Send invite button.

To continue with the second step of the integration, log in to your YouTrack server.

To accept the sharing invite from Zendesk and configure the integration:

Zendesk

Requires permissions: Low-level Admin Write, Read Project Basic

  1. In YouTrack, open the Administration > Zendesk Integration page. If the invite parameters were correct, you see the pending sharing invite that you sent from Zendesk.

  2. Click the name of the sharing agreement.

    • The integration settings dialog opens in the sidebar.

  3. In the integration settings dialog, enter values for the following settings:

    SettingDescription
    YouTrack ProjectSelect the project in which issues are created from shared tickets in Zendesk.
    Status FieldSelect the custom field that stores the status of the ticket in Zendesk.
    Visible to GroupIf needed, select the group that has permission to view issues that are created from shared tickets.
    Command

    Enter an optional command that is applied to issues that are created from shared tickets. Recoverit for mac review.

    The command is applied only if a user that is set as the reporter of YouTrack issue has enough permissions to update issues in the selected project. Thus, if you opt to use Zendesk users as reporters, you have to make make sure that new users that are created in YouTrack become members of an auto-join group with permissions to update issues in the project with Zendesk integration.

    SettingsDisplays the synchronization settings that are set in the Zendesk instance for the agreement. If the agreement is accepted, the displayed parameters (comments, tags, and custom fields) are synchronized between YouTrack issues and corresponding Zendesk tickets.
    Reporter

    Defines which user is set as the reporter for each issue that is created from a Zendesk ticket. Select one of the following options:

    • Set Zendesk user as reporter: YouTrack tries to find a user account with an email address that matches the Zendesk user. If an existing account is not found, a new YouTrack user account is created.

    • Set predefined user as reporter: YouTrack sets the selected user as the reporter for all issues created by the integration. The user who submitted the Zendesk ticket is not added to YouTrack. Select an existing user account from the drop-down list.

    With the Set Zendesk user as reporter option, new user accounts are allocated a YouTrack license according to your subscription plan. If you have reached your per-user license limit, Zendesk tickets that are submitted by new users are not transformed into YouTrack issues by the integration.

    To continue to work with the Zendesk integration, you will need to upgrade your subscription plan or ban inactive users.

  4. When done, click the Accept agreement button.

    • The sharing agreement is accepted.

    • The Zendesk integration is enabled and ready for use.

Use the Zendesk Integration

To share a ticket with YouTrack, select the name of the sharing agreement in the Sharing field when you create or edit a ticket in Zendesk.

As soon as you submit or update the ticket, an issue is created in YouTrack.

New tickets are processed in YouTrack as follows:

Zendesk Markdown Support

  • The current status of the Zendesk ticket is entered in the custom field that you set in the integration settings.

  • The reporter for the issue is set based on the Reporter option in the integration settings.

A link to the corresponding ticket in Zendesk is visible in single issue view.

Manager of Technology Alliances

Zendesk is a customer service and engagement platform that empowers organizations to better understand their customers.

  • Generated new pipeline
  • Sourced attributable revenue from technology partners for the first time
  • Saved hours no longer manually managing spreadsheets

Bottom line: Crossbeam has enabled a mature partner organization to source even more leads and potential deals.

The Manager of Technology Alliances, Mike is responsible for managing and maintaining a portion of Zendesk's 1000+ technology partnerships.

Getting the State of the Union

Zendesk Markdown Cheat

'Before Crossbeam, I would get a partner's full customer list as a spreadsheet with 600-700 rows and mark off who was our customer. That was a nightmare. With Crossbeam that data was available much more quickly with far less manual intervention.'

Arming His Sales Team with Ecosystem Qualified Leads

'We used Crossbeam to create a list of our prospects overlapped with our partner's customers. We then narrowed down the ones we wanted to talk to and now we have those introductions all teed up for the next quarter. If you speak to sales reps in dollar signs, they will listen. That's what Crossbeam allows the partnerships team to do.'

Getting Up-to-Date Visibility

'With Crossbeam, it's validating to see the number of overlaps we have with a partner and realize should be working with them more. We weren't able to do these things without Crossbeam because we didn't have the data, I didn't have the time to manually sift through the data for 100 partners.'

Keeping Partnerships Bi-Directional

'Our partnerships used to be one-sided. But now, using Crossbeam, our partners can easily loop us into new opportunities. As those deals close, I can start to think about justifying more headcount for partnerships. I was flying blind before Crossbeam.'

Zendesk Markdown For Code

'The opportunity is tremendous. I plan on eventually expanding Crossbeam to our implementation and channel partners.'

You can sign up for a Crossbeam account and onboard your company right now for free.

MarkdownJoin Now For Free