Connect Zendesk to Fibula

What you'll be able to do

With Zendesk connected, customer documents stop sitting in someone's inbox waiting to be summarised. A customer files a complaint with a receipt photo attached. Fibula reads the receipt, pulls the order number, amount, and date, and opens a Zendesk ticket with all of that in the description plus the photo attached to the ticket itself.

The same pattern works for warranty claims with proof of purchase, damage reports with photos, or refund requests with invoice scans. Your agent opens Zendesk and sees a ticket that is already half-triaged: customer, order reference, amount, and the original document all in one place.

That is one less copy-paste loop between an inbox and your help desk.

Set up the Zendesk app

OAuth credentials

1. In your Zendesk Admin Center, go to Apps and integrations → APIs → Zendesk API → OAuth Clients tab
2. Click "Add OAuth client" and fill in the form:
   • Name — e.g. "Fibula"
   • Description — paste your app description
   • Company — your company name
   • Identifier — a unique ID, e.g. "fibula" (this IS the Client ID)
   • Client kind — select "Confidential"
   • Redirect URLs —
3. Copy the Identifier value — paste it as Client ID below

Client Secret

1. After clicking Save, the Secret is shown once — copy it immediately

Connect your credential in Fibula

Open Credentials from the Fibula sidebar and click Add credential. Pick Zendesk from the provider list, paste in the Client ID and Client Secret you just copied, then click Save and Connect.

Fibula sends you over to Zendesk to approve the OAuth grant. Sign in to the Zendesk subdomain you want to connect, approve the scopes, and Zendesk sends you straight back to Fibula.

The credential is now ready to use in any workflow. You only do this once per Zendesk subdomain.

What's next

With the credential connected, you don't build anything by hand. Open the Fibula agent chat and tell it what you want in plain English. Something like "Open a Zendesk ticket with the original document attached when a customer email lands."

The agent picks the right nodes, points them at your Zendesk credential, and maps the extracted fields onto the ticket subject, description, and tags. You review the canvas and click Publish.

For a full end-to-end example of the same pattern, see the Xero guide. Extract from the document, then create the record in the destination system.

That is the whole setup. From here it is just workflows.