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.


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.

When Search Scope is Tickets / Users / Organizations or Community Posts, the field is displayed as Query* and a value is mandatory. For the two Help Center scopes, the field is optional only for Help Center (Articles + Posts); for Help Center Articles, it is required unless Categories, Sections, or Label Names is set.

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.

When Search Scope is Help Center (Articles + Posts), the field is displayed as Locale* and a value is mandatory.

Default value: en-us

Example: fr

Max results

Integer/Expression

Specify the maximum number of search results to emit per execution. Zendesk search endpoints return at most 1000 results per query, so this field accepts values from 0 through 1000. Enter 0 or leave empty to emit up to that 1000-result maximum.

A value greater than 1000 supplied through an expression is rejected when the Snap runs.

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.

A value is mandatory unless you set at least one of Categories, Sections, or Label Names, because the Zendesk article search endpoint requires at least one of these four filters.

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.

Select or enter the category name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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.

Select or enter the section name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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.

Select or enter the brand name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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.

Displayed as Query*. A value is mandatory for this scope.

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.

Optional for this scope. Leave empty to return every article and post that matches Locale* and the other filters.

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.

Select or enter the category name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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.

Select or enter the section name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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.

Select or enter the brand name exactly as it appears in Zendesk. The Snap resolves the name to its numeric ID and fails if no match exists in your instance.

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

Troubleshooting

Error Reason Resolution
Locale is required for the Help Center (Articles + Posts) search scope. The Locale* field is empty and the selected scope requires a non-empty locale. Enter a valid locale code, such as en-us, in Locale* and run the pipeline again.
Query is required for the selected search scope. The Query field is empty and the selected scope requires a non-empty query. Enter a search query and run the pipeline again. For the Help Center Articles scope, you can instead set at least one of Categories, Sections, or Label Names.
Invalid value for Max Results Zendesk search returns a maximum of 1000 results per query, and the Max results value exceeds that limit. Reduce the Max results value to 1000 or less and run the pipeline again.
Category '<name>' not found The category name in the Categories table does not match any category in the Zendesk instance. Select the category from the suggestions list, or verify that the name matches a category in your Zendesk instance exactly.
Section '<name>' not found The section name in the Sections table does not match any section in the Zendesk instance. Select the section from the suggestions list, or verify that the name matches a section in your Zendesk instance exactly.
Brand '<name>' not found The brand name in the Brand field or the Brands table does not match any brand in the Zendesk instance. Select the brand from the suggestions list, or verify that the name matches a brand in your Zendesk instance exactly.