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Question

How to get Zapier to send automatic emails to the team when ticket is assigned to an agent?

  • July 12, 2023
  • 5 replies
  • 47 views

L-Dog

Hi there! I am using HelpDesk that uses Zapier as an integration.  We have a team of four agents.  We have it set up so when a new ticket is created, everybody gets an email.  I am trying to set it up so when a ticket is assigned to an agent, the team will receive an email that says “Ticket #x is assigned to so-and-so”

 

Tried everything I could on HelpDesk’s side.  Now trying to see if there’s a solution with the Zapier integration. 

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5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • July 12, 2023

Hi @L-Dog 

Good question.

Available HelpDesk Zap triggers/actions: https://zapier.com/apps/helpdesk/integrations#triggers-and-actions

 

Which app would send the email?

 

 


L-Dog
  • Author
  • New
  • July 12, 2023

Outlook is the email app we use.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • July 12, 2023

@L-Dog 

Try using this Zap trigger:

 


L-Dog
  • Author
  • New
  • July 12, 2023

Yes, I’m currently working on that trigger.  There’s a lot of variables within the trigger, especially since I am using a trial that contains features that will not be included in the plan we’re going with. 


rachael.silvano
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Hey there @L-Dog . where are you getting stuck? If you can share a printscreen (with any personal details blurred!) we can help see where you have trouble, usually outlook allows to select a variable that would give allow you put ticket details within an Outlook message.

 

Thanks! 

Rachael