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

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

  • 12 July 2023
  • 5 replies
  • 36 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. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

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?

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
L-Dog

Outlook is the email app we use.

Troy Tessalone
Userlevel 7
Badge +14

@L-Dog 

Try using this Zap trigger:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
L-Dog

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
Userlevel 5
Badge +7

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

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