ZdPortal - Workflow Documentation

Comprehensive workflow system documentation and API guides

ZdPortal System Overview

ZdPortal is a comprehensive Zendesk administration and workflow management platform built with a modular microservices architecture using Cloudflare Workers, React, and extensive Zendesk API integration.

Frontend

React + Vite + Tailwind CSS

Deployed to Cloudflare Pages

Backend Services

8 Modular Cloudflare Workers

Comprehensive API Coverage

Workflows

Patient & Agent Management

Multi-stage Approval Processes

Integrations

Zendesk, Assembled, Guru

External API Management

System Architecture

Frontend (React)
Main Router
Service Workers
├── Tickets Service
├── Agents Service
├── Users Service
├── Organizations Service
├── Custom Objects Service
├── Webhooks Service
├── Business Rules Service
└── Apps & Integrations Service
Workflows (Separate Workers)
├── Patient Workflow
└── Agent Management Workflow

Key Features

  • • Modular microservices architecture
  • • Real-time workflow orchestration
  • • Multi-stage approval processes
  • • Comprehensive monitoring and analytics
  • • Dynamic field mapping and validation
  • • Integration with external systems

Workflows Overview

🏥 Patient Workflow

Automated patient record creation and vendor assignment workflow

Stages: 3
Avg Time: 15 minutes
Success Rate: 94%

👨‍💼 BPO Agent Onboarding

Complete end-to-end agent lifecycle management from BPO submission through operational status

Stages: 5
Avg Time: 4.2 days
Success Rate: 91%
Integration Points:
Zendesk Assembled Guru BPO Portal

Deployment URLs

Main Admin Portal
React frontend with all modules
d28b640f.zdportal-admin.pages.dev →
API Router
Main API gateway and documentation
zendesk-admin-api-router.fhzendesk.workers.dev →
Patient Workflow
Dedicated patient record processing
zendesk-patient-worker.fhzendesk.workers.dev →

Service Workers

Tickets Service
zendesk-tickets-service.fhzendesk.workers.dev
Agents Service
zendesk-agents-service.fhzendesk.workers.dev
Users Service
zendesk-users-service.fhzendesk.workers.dev
Organizations Service
zendesk-organizations-service.fhzendesk.workers.dev
Custom Objects Service
zendesk-custom-objects-service.fhzendesk.workers.dev
Webhooks Service
zendesk-webhooks-service.fhzendesk.workers.dev
Business Rules Service
zendesk-business-rules-service.fhzendesk.workers.dev
Apps Integration Service
zendesk-apps-integrations-service.fhzendesk.workers.dev

API Collections & Testing

📋

Postman Collections Available

Complete API testing suites with examples and environment configurations

🔄 ZdPortal MCP Admin API

Main router and all modular services (73 endpoints)

ZdPortal MCP Admin API.postman_collection.json

👨‍💼 Agent Management Workflow

BPO onboarding, training, and mapping system

ZdPortal Agent Management Workflow.postman_collection.json

⚙️ Workflows API

Workflow management and orchestration

ZdPortal Workflows API.postman_collection.json

☁️ Backend Services

Individual service workers and health checks

ZdPortal Backend Services.postman_collection.json

Next Steps

🚀 Ready for Production

  • ✅ Frontend deployed to Cloudflare Pages
  • ✅ All service workers deployed and operational
  • ✅ Comprehensive API documentation available
  • ✅ Postman collections ready for testing
  • ✅ Workflow systems documented and visualized

Configuration Needed:

  • • Set environment variables/secrets for all workers
  • • Configure Zendesk webhooks pointing to worker endpoints
  • • Set up BPO portal access and permissions
  • • Import Postman collections for API testing