Integrating with Zendesk to Create Vendor Records

You can integrate Zendesk with OneTrust to create vendor records in the OneTrust Third-Party Risk Management module. This integration does not require a seeded OneTrust workflow, as seen with most OneTrust integrations, but rather utilizes public-facing APIs and only requires a OneTrust API key to grant access.

To configure the HTTP target in Zendesk

  1. Log in to your Zendesk account.
  2. Click the Admin gear on the side menu and navigate to Settings > Extensions.
  3. Click add target, then select HTTP as a new target.


  4. Configure the target. For more information, see Integrating with Zendesk to Create Vendor Records.
    Field
    Description
    Title

    Enter a name for the HTTP target.

    URL

    Enter the host name URL for your OneTrust account and append a OneTrust API key to the URL. For more information, see Creating OAuth 2.0 API Keys to Authenticate Requests.

    Example: https://staging.com/api/inventory/v2/inventories/vendors/reference/{{ticket.id}}?apiKey=<Your APIKEY>

    Method

    Enter PUT

    Content Type

    Enter JSON

    Create Target

    Select Create target from the drop-down next to the Submit button.

  5. Click the Submit button.

Create HTTP Target Screen Reference



To configure the workflow trigger in Zendesk

  1. From the Admin menu, navigate to Settings > Business Rules > Triggers.
  2. Click the Add trigger button. Configure the trigger.
    Field
    Description
    Trigger name

    Enter a name to describe the trigger.

    Conditions

    Select the conditions to meet all or any criteria for when the ticket is created. This may include sending email notifications when tickets are created or updated, or when the requestor updates information.

  3. Locate the Actions section, then select Notify Target.
  4. Select the HTTP target you configured in the previous section.
  5. Edit the provided payload as necessary.
    Note:

    The payload is configured using liquid markup language to meet OneTrust API acceptance criteria.

  6. Click the Create button.

To test the integration

  1. Create a new ticket in Zendesk. The Zendesk web form will have custom fields which must be populated in the OneTrust Third-Party Risk Management module.
  2. Enter the following details:

    • Location

    • Vendor Type

    • Add Subject

    • Body

  3. Click the Submit as New button.
  4. Log into your OneTrust account and navigate to the Third-Party Risk Management module.
  5. Click the Vendors menu.

    The Vendors screen appears.

  6. Click the Zendesk vendor.

    The Inventory Details screen appears.

  7. Ensure the Location and Vendor Type populate in corresponding fields on the Inventory Details screen.