Scenario | Method | Description |
---|---|---|
Already have ticket-like objects | Synced tasks | Map your tickets to Fragment tasks. |
No objects to sync, only events | Native tasks | Create tasks on Fragment when events occur. |
Zero-code setup | Manual task creation | Use Fragment’s UI for task creation. |
Guidelines
Try to design your integration so that processes can evolve with minimal engineering help.TL;DR:
- Push all available metadata to Fragment
- Let Fragment handle ticketing (queues, assignees, etc.)
country
field. Even if unused at first, the requirements might change later and require to route tasks from different countries to different teams.
If you pushed the country
field since day one, the Ops team can simply update the queues directly in Fragment without requiring engineering help.
Let Fragment handle ticketing (queues, assignees, etc.)
It might be tempting to push queue or assignee information directly when creating the task. However, if the requirements change later, engineering time will be required.
Instead, push metadata that enables Fragment’s workflows to route the task to the right team. Fragment workflows can be updated in minutes by non-technical team members.
1. Synced tasks
You already have a ticket-like objects (Zendesk, Jira, internal back office, etc.)
- Retain control over the ground truth
- Clear 1:1 mapping between Fragment and your existing system
2. Native tasks
You don’t have ticket-like objects in your system.
- Offload complexity of ticket management to Fragment
- No data duplication
- Clear separation of concerns
3. Manual task creation
Zero-code setup, use the Fragment UI to create tasks.
- No development required
- Quick setup for teams without technical resources
- Built-in form validation and UI
Sometimes, a custom form link embedded in your back-office is all the integration you need.