How to create a custom widget in the customer sidebar?

Updated 3 weeks ago by Romain Lapeyre

Zapier is an easy way for non-technical users to create integrations between web applications.

How it works

You can use Zapier step to create a widget next to tickets, and display any custom data you'd like:

Setup instructions

You will first need to create a step in the Zap to populate the data in Gorgias:

  1. Create a Zap that has the following information:
    1. The customer.id you want to create the widget for
    2. Data points you want to add to your widget, for example return data
  2. Create a new step with a webhook by Zapier and select a 'Custom Request'.
  3. Go to Gorgias -> Settings -> Rest API, and copy your domain, email, and api_key.
  4. Insert the following data into your Zap:
    1. Method: PUT
    2. 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.
    3. Basic Auth: {{email_from_step_3}}|{{api_key_from_step_3}}
    4. Headers: Content-Type, application/json
  5. Feel free to test your Zap and then turn it on.
  6. All good! This data has been associated with the {{customer.id}} that you updated.

Now all that's left to do is to display the widget in the sidebar next to your tickets:

  1. Open a ticket associated with the customer you just updated.
  2. Click on the cog icon at the top right to edit widgets.
  3. Find your custom data in the orange widget.
  4. Drag it to the right.
  5. Click 'Save widget'.

Now the data that you add through Zapier for each customer will be displayed on the card when it's available!

This tutorial is pretty advanced, so if you run into issues while setting this up, please don't hesitate to contact us at support@gorgias.com!


What do you think? Yay or Nay?