How to create a custom widget in the customer sidebar?
Zapier is an easy way for non-technical users to create integrations between web applications.
You can use Zapier step to create a widget next to tickets, and display any custom data you'd like:
This tutorial is pretty advanced, so if you run into issues while setting this up, please contact support@gorgias.io.
How to create a custom widget?
Step 1: create a step in the Zap to populate the data in Gorgias
- Create a Zap that has the following information
- The customer.id you want to create the widget for
- Data points you want to add to your widget, for instance return data
- Create a new step with a Webhook by Zapier and select a Customer Request
- Go to Gorgias -> Settings -> Rest API, and copy your domain, email, and api_key
- Insert the following data in your Zap
- Method: PUT
- URL: https://{{domain_from_step_3}}.gorgias.io/api/customers/{{customer.id}}. Note that the {{customer.id}} is returned when you create a ticket. So if you created a ticket in the previous step, you can use it now.
- Basic Auth: {{email_from_step_3}}|{{api_key_from_step_3}}
- Headers: Content-Type, application/json
- Click Continue, test your Zap
- All good! This data has been associated with the {{customer.id}} that you updated.
Step 2: display the widget to display the data next to the ticket
- Open a ticket associated with the customer you just updated
- Click on the cog icon at the top right to edit widgets
- Find your custom data in the orange widget
- Drag it to the right
- Click Save widget
Now the data that you add through Zapier for each customer will be displayed in a card when it's available!
