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How to Create a Rule on Zendesk

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It is very easy to create a Zendesk rule in the form of triggers. Here’s a short guide on how to do it:

  1. On the Admin Center tab, head over to the left-side panel and click 'Objects and Rules'.
  2. Select 'Triggers' under Business Rules.
  3. After that, click 'Create Trigger' at the top-right corner.
  4. Assign a unique 'Trigger Name' for the rule you want to create.
  5. Subsequently, enter a short description into the provided input field.
  6. Specify your preferred 'Trigger Category' afterwards.
  7. To set up the trigger, tap 'Add Condition' and select your preferred conditions from the provided drop-down menu.
  8. Following that, click 'Add Action' and specify the corresponding action you wish to implement.
  9. Once done, click 'Create' to proceed.
  10. After completing these steps, the new trigger will be added and enabled to your Zendesk workspace.
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