Create Zendesk-Connected Enterprise Applications in OutSystems

OutSystems is a low-code platform which provides the tools for companies to developer, deploy, and manage omnichannel enterprise applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zendesk data for business applications. This article shows how to create a virtual database for Zendesk in Connect Cloud and build a simple app from Zendesk data in OutSystems.

The CData Connect Cloud provides a pure cloud-to-cloud interface for Zendesk, allowing you to build reports from live Zendesk data in OutSystems — without replicating the data to a natively supported database. As you create applications to work with data, OutSystems generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zendesk, leveraging server-side processing to quickly return the requested Zendesk data.

Configure Zendesk Connectivity for OutSystems

Connectivity to Zendesk from OutSystems is made possible through CData Connect Cloud. To work with Zendesk data from OutSystems, we start by creating and configuring a Zendesk connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Zendesk" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Zendesk.

   Connecting to Zendesk

   To connect, set the URL and provide authentication. The URL is your Zendesk Support URL: https://{subdomain}.zendesk.com.

   Authenticating to Zendesk

   You can authenticate using the Basic or OAuth methods.

   Using Basic Authentication

   To use Basic authentication, specify your email address and password or your email address and an API token. Set User to your email address and follow the steps below to provide the Password or ApiToken.

   • Enable password access in the Zendesk Support admin interface at Admin > Channels > API.
   • Manage API tokens in the Zendesk Support Admin interface at Admin > Channels > API. More than one token can be active at the same time. Deleting a token deactivates it permanently.

   Using OAuth Authentication

   See the Getting Started guide in the CData driver documentation for an authentication guide.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Zendesk Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Zendesk data from OutSystems.

Connect to Zendesk from OutSystems

The steps below outline connecting to CData Connect Cloud from OutSystems to create a new Zendesk database connection.

1. Open OutSystems Service Studio
2. Click the gear icon to open Environment Management in the Service Center
3. Click Administration and select "Database Connections"
4. Click "New Database Connection"
5. Configure the database connection:
   • Name: name the connection (e.g. CData Connect Cloud Zendesk)
   • DBMS: SQL Server / Azure SQL
   • Username: a Connect Cloud user (e.g. [email protected])
   • Password: the PAT for the Connect Cloud user
   • Server: tds.cdata.com,14333
   • Schema: the name of your Zendesk connection (e.g. Zendesk1)
   
6. Click "Test Connection"
7. Click "Create"

Map Zendesk Tables or Views to Entities in an Extension Module

Once you create the database connection for Zendesk, you can create an extension that maps the tables or views to OutSystems entities. If you have not already done so, create an Application in Service Studio.

1. Open the Service Studio and open the existing Application
2. Click "Add Module," set the "Module Name" (e.g. zendesk_db_extension), set "Module Type" to "Extension," and click "Create Module"
3. In Integration Studio, connect to your environment
4. Right-click "Entities" in the extension tree and select "Connect to External Table or View..."
5. Follow the steps in the wizard, selecting the tables and views you wish to work with
6. In the Integration Studio, click "1-Click Publish"
7. In the "1-Click Publish" wizard, click "Configure" when the process completes
   • In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
8. In your application, click "Manage Dependencies..."
9. Add a dependency to the Extension and select the Entities that you will use in your application

At this point, you can access and work with Zendesk data just like you would with the standard OutSystems entities.

Get CData Connect Cloud

With Connect Cloud and OutSystems, you can easily build Zendesk-connected applications. Request a free trial of Connect Cloud and start working with Zendesk data in OutSystems today.