Triggers are business rules that are automatically executed in response to certain events that have occurred on a particular ticket. For instance, lets say you want to send an automatic email to a customer when you solve their ticket. You set up a trigger to do that.
Triggers are also extremely helpful in streamlining your help desk work-flow. Your Zendesk account comes with predefined triggers to allow you to engage with your end-users right away. Here’s what you need to do to get started:
From under the Manage tab > Triggers & Mail Notifications, you will find the below list of triggers. Please note, that you can modify any of the outgoing mail notifications by selecting edit for any trigger. Even if you dont plan on modifying any of the notifications, its good idea to click edit into a few of them to get a sense of how triggers work. To get a very in-depth look at triggers, check out this article on our support forums.
The list of triggers below can be divided into 5 different help desk actions.
These actions include:
- Notify the requester (i.e your end-user or client) of an action that took place on their ticket:
- Notify requester of received request: will automatically notify an end-user as soon as their request has been turned into a ticket within your Zendesk.
- Notify requester of a comment update: will update your end-user when a public comment has been posted to their ticket. This means that your end-users will never be notified when a private, internal comment has been made to a ticket.
- Notify requester of solved request: will alert your end-user that their ticket has been solved and invites the end-user to update the ticket with further information if needed.
- Notify the assignee (i.e agent) of an action that took place on a ticket that they are assigned to.
- Notify assignee of comment update: will notify the agent assigned to a ticket when either a private or public comment has been added to their ticket by an end-user or an agent.
- Notify assignee of assignment: will automatically alert your agents as soon as they have been assigned to a ticket.
- Notify assignee of reopened ticket: will notify an agent that a ticket they marked as solved has been updated with a new comment.
- Notifying a group of agents of a new assignment.
- Notify group of assignment: will alert all agents when a ticket has been assigned to a group that they are a member of. This trigger applies to all groups in your Zendesk and allows for multiple agents to be alerted at a time.
- Notifying all agents in your account when a new ticket has been received.
- Notify all agents of received request: allows for all non-restricted agents in your Zendesk to be notified when a new ticket has been created and no group has been assigned to the ticket.
- Notify a Twitter requester of a received request if you are using our Twitter integration.
- Notify Twitter requester of received request: will automatically tweet back to a Twitter requester when one of their tweets has been favorited by a monitored Twitter handle linked to your Zendesk. Please feel free to read more about our Twitter integration here.
While these triggers are offered in your Zendesk account, you can modify any of the triggers to fit your own help desk work-flow. You can also add custom triggers to create automated business rules that will streamline your work-flow.