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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Plain

Support tickets tell you which accounts are struggling before anyone on the revenue side hears about it. Connecting Plain syncs its Slack conversations and support tickets onto the matching CRM records.

1

Copy the required scopes from Zero

In Zero, go to Settings → Connections → Integrations, scroll to Issue Tracker integrations, click Connect Issue Tracker and select Plain. The form shows the full list of API key scopes as a copyable snippet — click the copy button next to it. You will use this snippet in Plain's scope selector via From Clipboard.

Connect Issue Tracker dialog with Plain selected, an empty API key field and the list of read scopes to copy
2

Go to Plain settings, scroll to the bottom and click Machine users

Plain settings sidebar under Build with Plain showing the Machine users menu item
3

Add a new machine user

Plain Add a machine user form with Name and Public name set to Zero
4

Add API key

Machine user detail page in Plain with an empty API Keys section and Add API key button
5

Give API key permissions

Plain Add API Key form with permissions list, From clipboard option, and Create API Key button

In Plain's scope selector, choose From Clipboard to apply the scopes you copied from Zero. Alternatively, grant read permissions to the following objects manually:

  • company:read

  • company:search

  • customer:read

  • customerEmail:read

  • email:read

  • label:read

  • labelType:read

  • machineUser:read

  • tenant:read

  • thread:read

  • threadActivity:read

  • threadDiscussion:read

  • threadDiscussionMessage:read

  • threadField:read

  • threadFieldSchema:read

  • timeline:read

  • user:read

  • workspace:read

6

Save and copy the API key

Plain API key created page showing the generated key with a copy button and I got it
7

Paste the API key to Zero

Back in the Zero connect form, paste the key into Issue Tracker API Key and click Connect Integration.

If the integration shows plain getThreads http error: 403, the key is missing one of the scopes above. Create a new key with all of them applied and reconnect. A 401 means the key is invalid or has been revoked.

8

Add issues properties to your lists to track Plain support threads

Add a property menu listing Issues, Open issues, # of issues, and # of open issues
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