How to Create a Rule on Zendesk

Quick summary

This tutorial walks you through how to create a trigger rule in Zendesk using the Admin Center. Zendesk triggers are condition-based automation rules that fire actions automatically when a ticket meets specified criteria.

Steps

1. In the Admin Center, navigate to the left-side panel and click Objects and Rules.
2. Under Business Rules, select Triggers.
3. Click Create Trigger in the top-right corner.
4. Enter a unique Trigger Name for the rule you want to create.
5. Type a short description into the provided input field.
6. Choose your preferred Trigger Category.
7. Click Add Condition and select your desired conditions from the drop-down menu.
8. Click Add Action and specify the corresponding action you want to implement.
9. Click Create to save and finalize the trigger.
10. The new trigger is now added and enabled in your Zendesk workspace.