1. To start, go to settings and click on "Go to Admin Center".
2. Then, click on Objects and rules.
3. Next up, click on "Automations" under Business rules.
4. Now, click on "Add automation".
5. Add a title to the automation.
6. Now, decide the condition or set of conditions.
7. Following that, set up the actions.
8. Finally, click on Create Automation.
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How to Add Automation in Zendesk : Step-by-Step Guide
Begin by opening your settings menu, where you’ll find the option to access the Admin Center. This is your control hub for managing deeper configurations within the platform.
Once inside the Admin Center, look for the section labeled Objects and rules. This area lets you manage the core elements and logic that drive your workflows.
Under the Business rules category, you'll spot an option named "Automations". Select this to begin setting up automated processes that streamline your tasks.
To create a new automation, click the "Add automation" button. This will open the setup interface where you can define your automation’s behavior.
Give your automation a clear, descriptive title. This helps you and others easily identify what this automation is intended to do.
Next, you’ll define the condition or multiple conditions that will trigger your automation. Think about the specific scenarios where you want this automation to run.
After setting the conditions, specify the actions that should happen once the automation is triggered. This could be anything from sending notifications to updating records.
Once everything looks good, finalize your setup by clicking on Create Automation. This saves your automation and makes it active within your system.
And that’s it! You’ve successfully created an automation. Feel free to explore how it enhances your workflow or try adding more custom automations.
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FAQs
Commonly asked questions about this topic.
What is automation in Zendesk?
How do I access the automation setup in Zendesk?
Can I set multiple conditions for a Zendesk automation?
What kind of actions can automations perform in Zendesk?
Are automations the same as triggers in Zendesk?
Can I test my automation before activating it?
How do I prevent automations from conflicting with each other?
Is it possible to automate ticket closure in Zendesk?
Do I need admin privileges to create automations in Zendesk?
How can automations improve customer support efficiency?
Vimal Kumar
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
