Connectors

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Zendesk

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Sync Zendesk users to Simplesat customers
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Cross-Connector

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.

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Sync Zendesk users to Simplesat customers
Which Zendesk end users at Contoso are missing from Simplesat? Add them.
4 active Contoso end users in Zendesk have no Simplesat customer record. - Jordan Lee, jordan.lee@contoso.com - Ana Ruiz, ana.ruiz@contoso.com - Li Chen, li.chen@contoso.com - Sam Patel, sam.patel@contoso.com Create these 4 customers in Simplesat?
Zendesk
Sample figures. Your results come from your own account.
zendesk-get-user
simplesat-get-customer
simplesat-add-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Zendesk

Zendesk
Run it on your own Zendesk data.

Connect Zendesk, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Check

It looks for each user in Simplesat by email and by Zendesk user id.

zendesk-get-user
simplesat-get-customer

03

Confirm

You see the users missing from Simplesat and say yes.

No items found.

04

Create

It creates each one with name, company and Zendesk id, then reads it back.

Your AI tool

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.

get-data

zendesk-get-user

Returns Zendesk users, including end users (customers), agents and admins, with their email, role, organization and when they were last active.
get-data

simplesat-get-customer

Looks up Simplesat customers by exact or partial name, email or company, or by id or external id. Use this to resolve a customer to a single record before reading their feedback. Read-only.
run-action

simplesat-add-customer

Creates a customer record in Simplesat from a name, email, company and optional external id, so a survey can be sent to someone who is not on the account yet. Writes to Simplesat.
Read only.Nothing in Zendesk Changes

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.

How Popdock AI secures your data

The outcome

Simplesat customers in step with Zendesk

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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