Connect ReadMe and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Branches
New Custom Pages
Choose an Action
Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Ready to use ReadMe and Zendesk Sell automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Branches
Returns branches from ReadMe that were updated within the last 15 minutes.
New Custom Pages
Retrieve custom documentation pages from the selected branch that were updated within the specified recent time window.
New Product in Catalog
Triggers when a new product is added in catalog
New Task
Triggers when a new task is created
New Note
Triggers when a new note is created
New Lead
Triggers when a new lead is created
Do thisActions
Action is the task that follows automatically within your ReadMe integrations.
List Branches
Retrieve all documentation branches (versions) from ReadMe, returning their names and metadata (base, privacy, release stage, and last updated time).
Create a Category
Create a new documentation category in ReadMe.
Update Category
Update a category's title or sidebar position in the selected ReadMe branch and section.
Create Custom Page
Creates a new custom documentation page in a selected project version (branch). Set the title, URL slug, content (Markdown or HTML), appearance, SEO metadata, and visibility.
List Custom Pages
Retrieve all custom pages for the selected project branch.
Get project metadata
Returns data about your project.
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Frequently Asked Questions
To start, connect both your ReadMe and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how ReadMe data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between ReadMe and Zendesk Sell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ReadMe and Zendesk Sell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
Learn MoreAbout Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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