Question

Create a task when task completed in zendesk

  • 10 March 2023
  • 2 replies
  • 26 views

Userlevel 1

I want to create a recurring task for a deal in a stage in Zendesk. Basically, when a deal is in a certain stage i need to schedule followups every two days until the deal goes to the next stage


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2 replies

Userlevel 7
Badge +8

Hi @SEOS Energy-

I’m linking a great resource for Zendesk, without knowing further details on what app you’d like to connect with, I’d look into using the New Action On Ticket trigger as a starting place for you Zap.

Let me know if you have any questions on this! If you’d like additional help, feel free to drop more details on the Zap you are looking to set up. Details such as the trigger app and action app along with your Zap goal provide a nice starting point to set you up for success! 

Userlevel 7
Badge +14

Hi @SEOS Energy 

Good question.

Please clarify if you are using Deals or Tickets in Zendesk.

Maybe look into using Zendesk automations instead: https://support.zendesk.com/hc/en-us/articles/4408832701850-About-automations-and-how-they-work