The Zendesk integration connects your Zendesk customer support platform directly to the Corsa platform. Customer support tickets - including new tickets, replies, and status changes - are kept in sync between Zendesk and Corsa, so your compliance and support teams always work from the same source of truth. The Zendesk integration is fully bidirectional: tickets and replies created in either system flow automatically to the other, and deletions in Zendesk are reflected in Corsa so nothing falls through the cracks.Documentation Index
Fetch the complete documentation index at: https://docs.corsa.finance/llms.txt
Use this file to discover all available pages before exploring further.
How It Works
- Secure Connection - Securely link your Zendesk account to Corsa from the integration settings using a Zendesk API key. One-time setup with fully encrypted credential storage.
- Historical Import - When the integration is first connected, existing Zendesk tickets are imported and automatically matched to the corresponding clients in Corsa.
- Automatic Sync - Corsa polls Zendesk every 30 minutes to pull in any new tickets, replies, and status changes.
- Optional Real-Time Sync - Configure Zendesk webhooks to push tickets, replies, status changes, and deletions to Corsa the moment they happen.
Sync Modes
The Zendesk integration uses two complementary sync mechanisms:- API key sync (default) - Once you connect your Zendesk account with an API key, Corsa automatically polls Zendesk every 30 minutes to sync any changes. No additional configuration is required.
- Webhook sync (recommended) - Configure Zendesk webhooks to send events directly to Corsa. New tickets, new replies, status changes, and ticket deletions are then reflected in Corsa immediately, with no polling delay.
Webhook sync runs alongside the 30-minute polling sync. The polling sync acts
as a safety net to catch any events that may have been missed, so your data
stays consistent even if a webhook delivery fails.
What Gets Synced
The Zendesk integration supports two-way syncing for the full lifecycle of a ticket:| Capability | Direction |
|---|---|
| Import existing tickets and match them to clients | Zendesk → Corsa |
| New tickets | Zendesk ↔ Corsa |
| New replies on tickets | Zendesk ↔ Corsa |
| Ticket deletions (shown with a Deleted label in Corsa) | Zendesk → Corsa |
When a ticket is deleted in Zendesk, the ticket is preserved in Corsa with a
clearly visible Deleted label so your compliance team retains the full
audit trail.
Prerequisites
- A Zendesk account with permission to generate API credentials.
- At least one customer support agent account in Zendesk.
- Owner access to the Corsa application.
Setting Up the Zendesk Integration
Step 1: Generate an API token in Zendesk
- Log in to the Zendesk admin dashboard.
- Go to Apps and integrations → API tokens.
- Click Add API Token.
- Enter
Corsain the description input. - Click Save.
- Copy the generated token and store it somewhere safe.
The token is shown only once. We recommend storing it in a password manager —
you will need it in the next step.
Step 2: Configure the integration in Corsa
- Log in to Corsa as the platform owner.
- Go to Developers Hub → Integrations.
- Find the Zendesk card and click Configure.
- Enter your Zendesk subdomain — the
SUBDOMAINpart of your Zendesk URLhttps://SUBDOMAIN.zendesk.com/. - Enter the email address of your main customer support agent.
- Paste the API token you generated in Step 1.
- Click Save.
Step 3: Create the webhook in Zendesk
- In the Zendesk admin dashboard, go to Apps and integrations → Webhooks.
- Click Create Webhook.
- Under Zendesk events, select Any ticket events from the dropdown.
- Click Next.
- In Webhook name, type
Tickets in Corsa. - Copy the Webhook URL from the Corsa webhook configuration screen and paste it into the Endpoint URL input in Zendesk.
- Under Authentication, choose Bearer token.
- Copy the Bearer Token from the Corsa webhook configuration screen and paste it into the Token input in Zendesk.
- Click Update in Zendesk to save the webhook.
Step 4: Run the initial sync
- Back in Corsa, click the three dots icon on the Zendesk card.
- Select Trigger full sync.
- Click the three dots again and select View Logs to follow the sync progress.
Automatic Client Matching
When a ticket is synced from Zendesk, Corsa links it to the correct client using the end user’s email address. If a matching client is found, the ticket is attached to that client’s profile in Corsa. New tickets created in Corsa are likewise associated with the right Zendesk end user when pushed to Zendesk.Corsa offers native integrations with leading compliance, blockchain analytics, and custody providers. See all integrations or schedule a demo to see how Corsa fits into your stack.