Search Zendesk

Overview

The Search Zendesk Snap searches content across your Zendesk instance, including tickets, users, organizations, Help Center articles, and community posts, using a unified search query or scope-specific filters.

Use the Search Scope field to choose which Zendesk search endpoint to target. Each scope exposes a different set of filter fields. The Query field supports Zendesk search syntax for all scopes. Each matching result is emitted as a separate document on the output view.

The following search scopes are available:
  • Tickets / Users / Organizations: Calls the unified /api/v2/search endpoint. Use the Result Types field to restrict results to specific object types such as tickets, users, organizations, or groups.
  • Help Center Articles: Searches Help Center articles with optional filtering by category, section, label, and brand.
  • Community Posts: Searches community posts with optional topic and date filters.
  • Help Center (Articles + Posts): Calls the unified Guide search endpoint to return both articles and community posts in a single query, with optional category, section, and brand filters.


  • This is a Read-type Snap.
  • Does not support Ultra Tasks

Supported Accounts

Prerequisites

None.

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has at most one document input view.

When connected, field values from the incoming document can be referenced in expression-enabled fields using the $ notation.

Output

This Snap has one document output view.

Each search result is emitted as a separate document. The structure of the output document varies depending on the object type returned (ticket, user, article, post, and so on).

Learn more about Error handling.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.

The following fields apply to all search scopes. Scope-specific fields follow each scope screenshot below.

Field/Field set Description

Label

String

Required. Specify a unique name for the Snap. Modify this to be more appropriate, especially if more than one of the same Snaps is in the pipeline.

Default value: Search Zendesk

Search Scope*

Dropdown list
Select which Zendesk search endpoint to call. The selection determines which additional filter fields are displayed. Valid values:

Default value: Tickets / Users / Organizations

Result Types

String/Expression

Appears when Search Scope is Tickets / Users / Organizations.

Enter a comma-separated list of Zendesk object types to restrict search results to. Equivalent to adding type:<value> tokens to the query. Valid values: ticket, user, organization, group.

Default value: None

Example: ticket,user

Query

String/Expression

Enter the search query string. Supports Zendesk search syntax. Maps to the query parameter of the /api/v2/search endpoint.

Default value: None

Example: type:ticket status:open

Sort by

Dropdown list
Select the field to sort results by. Valid values:
  • Relevance: Sort by search relevance score.
  • Updated At: Sort by the date the record was last updated.
  • Created At: Sort by the date the record was created.
  • Priority: Sort by ticket priority.
  • Status: Sort by ticket status.
  • Ticket Type: Sort by ticket type.

Default value: Relevance

Example: Updated At

Sort order

Dropdown list
Select the direction in which to sort results.
  • Ascending: Earliest to latest, or lowest to highest.
  • Descending: Latest to earliest, or highest to lowest.

Default value: Descending

Example: Ascending

Locale

String/Expression

Specify a locale to restrict results to that locale. Leave empty to return results in all locales.

Default value: None

Example: en-us

Max results

Integer/Expression

Specify the maximum number of search results to emit per execution. Enter 0 or leave empty to emit all matching results.

Default value: 0

Example: 100

Retry attempts

Integer/Expression

Enter the number of times the Snap should retry the API call on connection errors or 5xx responses. On a 429 response, the Snap automatically retries after the interval specified in the server's Retry-After header, overriding the Retry interval value. On a 401 response, the Snap reloads the account credentials and retries before counting the attempt against this limit.

Default value: 5

Example: 3

Retry interval (seconds)

Integer/Expression

Enter the number of seconds to wait between retry attempts.

Default value: 3

Example: 5

Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute: Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only: Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled: Disables the Snap and all Snaps that are downstream from it.

Default value: Validate & execute

Search for Help Center Articles



The following fields appear when Search Scope is Help Center Articles.

Field/Field set Description
Query

String/Expression

Enter the search query string. Supports Zendesk Help Center search syntax. Maps to the query parameter of the Guide search API.

Default value: None

Example: DITA authoring

Categories

A table of Help Center categories to restrict the search to. Add one row per category.

Category

String/Expression/ Suggestion

The Help Center category to filter by. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Getting Started

Sections

A table of Help Center sections to restrict the search to. Add one row per section.

Section

String/Expression/ Suggestion

The Help Center section to filter by. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Installation

Label Names

String/Expression

Enter a comma-separated list of article label names to filter by. Only articles that match all specified labels are returned.

Default value: None

Example: api,integration

Multi-brand

Checkbox

When selected, the search spans articles across all brands in your Zendesk instance. When not selected, the Brand field appears to restrict the search to a single brand.

Default value: Selected

Brand

String/Expression/ Suggestion

Appears when Multi-brand is not selected.

Specify the single brand to restrict the article search to. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Support

Include attachments

Checkbox

When selected, the Snap makes an additional API call per article to retrieve attachment metadata, which is included in each article output document.

Default value: Not selected

Advanced Filters

A table of date-based filters to apply to the search. Add one row per filter.

Name

Dropdown list
The date filter to apply. Valid values:
  • Created After: Return only items created after the specified date.
  • Created Before: Return only items created before the specified date.
  • Updated After: Return only items updated after the specified date.
  • Updated Before: Return only items updated before the specified date.
  • Created At: Return only items created on the specified date.
  • Updated At: Return only items updated on the specified date.

Default value: None

Example: Created After

Value

String/Expression

The date value for the filter, in YYYY-MM-DD format.

Default value: None

Example: 2024-01-01

Sort by

Dropdown list
Select the field to sort results by. Valid values:
  • Relevance: Sort by search relevance score.
  • Updated At: Sort by the date the article was last updated.
  • Created At: Sort by the date the article was created.

Default value: Relevance

Example: Created At

Sort order

Dropdown list
Select the direction in which to sort results.
  • Ascending: Earliest to latest, or A to Z.
  • Descending: Latest to earliest, or Z to A.

Default value: Descending

Example: Ascending

Search for Community Posts



The following fields appear when Search Scope is Community Posts.

Field/Field set Description
Query

String/Expression

Enter the search query string. Supports Zendesk community search syntax. Maps to the query parameter of the Guide community search API.

Default value: None

Example: installation error

Topic ID

String/Expression

Enter the numeric Zendesk topic ID to restrict the search to community posts within that topic.

Default value: None

Example: 360001234567

Advanced Filters

A table of date-based filters to apply to the search. Add one row per filter.

Name

Dropdown list
The date filter to apply. Valid values:
  • Created After: Return only items created after the specified date.
  • Created Before: Return only items created before the specified date.
  • Updated After: Return only items updated after the specified date.
  • Updated Before: Return only items updated before the specified date.
  • Created At: Return only items created on the specified date.
  • Updated At: Return only items updated on the specified date.

Default value: None

Example: Created After

Value

String/Expression

The date value for the filter, in YYYY-MM-DD format.

Default value: None

Example: 2024-01-01

Sort by

Dropdown list
Select the field to sort results by. Valid values:
  • Relevance: Sort by search relevance score.
  • Updated At: Sort by the date the post was last updated.
  • Created At: Sort by the date the post was created.

Default value: Relevance

Example: Created At

Sort order

Dropdown list
Select the direction in which to sort results.
  • Ascending: Earliest to latest, or lowest to highest.
  • Descending: Latest to earliest, or highest to lowest.

Default value: Descending

Example: Ascending

Search for Help Center Articles and Community Posts



The following fields appear when Search Scope is Help Center (Articles + Posts).

Field/Field set Description
Query

String/Expression

Enter the search query string. Supports Zendesk Guide search syntax. Maps to the query parameter of the unified Guide search API.

Default value: None

Example: getting started

Categories

A table of Help Center categories to restrict the search to. Add one row per category.

Category

String/Expression/ Suggestion

The Help Center category to filter by. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Getting Started

Sections

A table of Help Center sections to restrict the search to. Add one row per section.

Section

String/Expression/ Suggestion

The Help Center section to filter by. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Installation

Brands

A table of brands to restrict the unified Help Center search to. Add one row per brand.

Brand

String/Expression/ Suggestion

The brand to filter by. Suggestions are populated from your Zendesk instance when the account is configured.

Default value: None

Example: Support

Sort by

Dropdown list
Select the field to sort results by. Valid values:
  • Relevance: Sort by search relevance score.
  • Updated At: Sort by the date the item was last updated.
  • Created At: Sort by the date the item was created.

Default value: Relevance

Example: Created At

Sort order

Dropdown list
Select the direction in which to sort results.
  • Ascending: Earliest to latest, or A to Z.
  • Descending: Latest to earliest, or Z to A.

Default value: Descending

Example: Ascending