How to Set up Automations in Zendesk

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Save time and simplify your support workflow with automations in Zendesk! This video shows you how to set up automations with three useful examples your team can start using right now:

• Automatically solve tickets after a subscription is created
• Notify agents if assigned tickets remain unresolved for 48 hours
• Add tags to tickets based on specific conditions

Quick Guide to Setting Up Automations:

1. Open Admin Center > Objects and Rules > Business Rules > Automations
2. Click Add Automation
3. Name your automation and set conditions (e.g., ticket description contains "subscription created," ticket status, priority)
4. Define actions like solving tickets, sending email notifications, or adding tags
5. Save your automation and improve your team’s efficiency

Pro Tip: Try using automations within our Proactive Campaigns app for even more powerful options, like bulk tagging, updating custom fields, sending public or private comments, and scheduling resends.