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Add missing Zendesk users to Simplesat without duplicates
For teams that want every Zendesk end user in Simplesat so feedback ties to the right person, by asking their AI assistant.
On this page
Connector
Connect Zendesk, pick your AI tool and paste the prompt.
The problem
Survey responses that cannot be tied to a customer
When Simplesat is missing customers that exist in Zendesk, survey responses cannot be tied to the right person or company. Adding them by hand means checking each email and risking a second record for someone whose email changed.
Without PopdockAI
- Export active end users from Zendesk
- Search Simplesat for each email
- Watch for capitalisation differences
- Create a duplicate when an email has changed
With PopdockAI
- Each user is checked by email, ignoring case, then by Zendesk id
- Missing users are listed before anything is created
- Each is created once and read back
- Mismatches are reported and Zendesk is never written to
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Zendesk end users (optionally only in organization `{organization-name}`) who have no Simplesat customer record, and create them in Simplesat only after the user confirms.
**Step 1: Zendesk end users**
Call `zendesk-get-user` with `role` = end-user and `active` = true. If `{organization-name}` is given, also pass it as `organization-name`. Drop users with no `email`. Stop after 100 users and say the list was capped.
**Step 2: Check Simplesat**
For each user, call `simplesat-get-customer` with `email` = the user's `email`. Compare case-insensitively. If no match, call `simplesat-get-customer` with `external-id` = the Zendesk `user-id` in case the email changed. Keep only users with no match either way.
**Step 3: Report and ask**
List each missing user: Zendesk user id, name, email, organization. Then ask: "Create these N customers in Simplesat?" Do not continue without a yes.
**Step 4: Create (only after yes)**
For each confirmed user, call `simplesat-add-customer` once with `email` = the user's email, `name` = their name, `company` = their `organization-name`, and `external-id` = their Zendesk `user-id`. Then call `simplesat-get-customer` with that `email` to confirm the record exists.
**Rules & Guidelines:**
* `zendesk-get-user` is on the zendesk server. `simplesat-get-customer` and `simplesat-add-customer` are on the simplesat server.
* The only write is `simplesat-add-customer`. Never write to Zendesk: do NOT call `zendesk-add-user` or `zendesk-update-user`.
* Do NOT create a customer whose email already exists in Simplesat under different capitalisation.
**Validation:**
* If every user already exists in Simplesat, say so and stop without writing.
* If a Simplesat customer matches by email but has a different name or company, report it as a mismatch and do not change it.
* If a create fails, report the email and the error, and carry on with the rest.Who it's for
One answer, three teams that use it
Integration administrators
Keep the two customer lists aligned
Add missing Zendesk users to Simplesat with their Zendesk id, so future responses link to the right record.
Find active Zendesk end users missing from Simplesat and add them.
Customer experience analysts
Tie every response to a customer
Fill the gaps in Simplesat so survey results can be reported by person and company.
Which Fabrikam users in Zendesk have no Simplesat customer record?
Support operations
Sync without creating duplicates
Matching by email and Zendesk id means people with a changed email are not created twice.
Sync Northwind Traders users from Zendesk to Simplesat, but show me the list before creating anyone.
How it works
What PopdockAI does when you ask
You optionally name an organization, and your AI assistant finds active Zendesk users missing from Simplesat. Nothing is created until you say yes.
01
Ask
You optionally name a Zendesk organization.
02
Check
It looks for each user in Simplesat by email and by Zendesk user id.
03
Confirm
You see the users missing from Simplesat and say yes.
04
Create
It creates each one with name, company and Zendesk id, then reads it back.
What PopdockAI provides
The tools behind the answer
Ready made tools for Zendesk and one secure connection to your AI tool. No code, no exports.
zendesk-get-user
simplesat-get-customer
simplesat-add-customer
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Simplesat customers in step with Zendesk
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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