strakez/zendesk-webform

Add a webform handler to create Zendesk tickets from Drupal webform submissions

v2.1.0 2022-01-25 21:32 UTC

Requires

• php: >=7.1
• drupal/core: >=9.2
• drupal/webform: *
• zendesk/zendesk_api_client_php: ^2.2.11

MIT

• Steven Straker

• webform
• drupal
• Zendesk

README

Add a webform handler to create Zendesk tickets from Drupal webform submissions.

Installation

With composer/installers in effect, Drupal packages are installed to their own specified paths. However the default configs for Drupal packages don't include custom modules. We'll need to add one:

If not already present, add the following to the extra.installer-paths object in your composer file:

"web/modules/custom/{$name}": ["type:drupal-custom-module"],

Then, for Drupal 9, run the following command in your terminal to require this package:

composer require strakez/zendesk-webform

For Drupal 8, version v1.1.0 retains support:

composer require strakez/zendesk-webform:^1.1

Setup

1) Get a Zendesk API Key

Please see the following link for instructions on retrieving your Zendesk API Key.

2) Activate the Module

• Activate the Zendesk Webform module from your site's Extend page.

4) Configure the Zendesk Connection Settings

• Navigate to the configuration page (found under Configuration -> System -> Zendesk Integration Form), and fill out the required fields. (Note: your API key will be used here.)

3) Add a Zendesk Handler to a Webform

• Navigate to the desired webform's Settings -> Email/Handlers page, and click Add Handler.
• Specify settings for the Zendesk ticket to be created.

4) Test

It is recommend to submit a test submission to confirm your settings. If the ticket is created in Zendesk as desired, congrats! You've successfully setup up the handler integration.

Additional Notes

Store Zendesk Ticket ID

This module can help to keep track of the Zendesk Ticket ID directly on each submission. You'll need to create a hidden field when building the form, and then set it as the Zendesk Ticket ID Field in the handler configuration form.

Auto-delete Webform Submissions

Alternatively, you can configure this module to automatically delete the webform submission. This would usually be used in situations where security is a factor, or if there is no need to retain the submission records. Please note the following:

• Ticket deletion occurs only after successful Zendesk ticket creation. If there are any errors during Zendesk ticket creation, the webform submission will not be deleted.
• The deletion of webform submissions is permanent and cannot be undone.