Add a tool

Start a new tool

1

Go to the TOOLS section.

2

Enter a TOOL NAME and a DESCRIPTION.

3

Click SUBMIT.

Configure the trigger & input form

1

A trigger is automatically created and associated with a form.

2

Edit the input form:

  1. Example: Create Ticket Form.

3

Add the necessary fields:

  1. Title

  2. Description

  3. Priority (dropdown field)

4

Click SAVE.

5

Preview the form to see how it will look.

Add an output task

1

Click on + → select CUSTOM TASK.

2

Choose LOOP TASK.

3

Search for and select "Widget Response Task".

4

Define the output format:

  1. Add a SUCCESS MESSAGE (e.g., Created Zendesk ticket).

  2. Include relevant fields to display:

    1. TICKET ID → click + on the "Create Zendesk Ticket" tab → expand attributes → choose "Identity at Source"

    2. URL → click + → select "URL"

5

Click SAVE.

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