Zendesk

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1. About Zendesk

Zendesk is a customer service platform for support ticketing, knowledge management, and customer engagement. Connecting Zendesk to Serval enables automated ticket management and user provisioning workflows.

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2. What the Zendesk integration enables

Anything defined in the Zendesk API can be accessed through Serval.

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3. Zendesk configuration

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Prerequisites

• Admin permissions in your Zendesk instance
• Your Zendesk domain (e.g., company.zendesk.com)

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Create an API Token

1. In Zendesk, click the gear icon (Admin) in the left sidebar
2. Navigate to Apps and integrations → API Tokens

3. Enable Token access if not already enabled
4. Click + Add API token

5. Add description: “Serval Integration”
6. Copy the generated token (shown only once)
7. Click Save

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4. Serval Configuration

1. In Serval go to Apps → Available → Zendesk → Connect
2. Enter the following:

   Field	Description
   Instance Name	Friendly name (e.g., “Production Zendesk”)
   Service Instance ID	Your Zendesk domain (e.g., company.zendesk.com)
   Email Address	Email of a Zendesk admin or agent
   API Token	The API token from step 3

3. Click Save

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Need help? Contact support@serval.com for assistance.