There's been a need for notifications by threshold for some time and we're excited to have worked with the Zendesk team to make it possible! Now you can receive notifications in either Slack or by email based on the threshold you choose.
1- Open a Workato Account.
3- Connect to your Zendesk account (& Slack account if applicable) by logging in. If you are happy with the time and threshold already set you can skip to step 6.
4- Set your timer.
The recipe is preset to check for your ticket threshold every 30 minutes. If you want the recipe to check at a different frequency, you can change the timer under the Trigger section, and again under Action 1 > Earliest Time Created. Make sure the time limit you set in both fields match or the recipe won’t function.
5- Set Your Threshold.
This recipe has the threshold set at 10 tickets. If you want to change it, you can do so at the bottom of the recipe under “Ticket threshold.”
6- Set Your Slack Channel.
If you are setting up Slack notifications: Right under “Ticket threshold” you’ll see “Slack channel.” Make sure to include any dashes in your channel name.
6- Personalize Your Email.
If you are setting up email notifications: You can personalize the copy of your email under Actions 3 > Message.
7- Define Your Zendesk Channel.
You can also define which Zendesk channel you want these notifications from for both Slack and Email, so if you only want to be notified every 3 Zendesk tickets from the Zendesk Chat channel, you can specify in the recipe under Action 1 > Channel. You should also make a note in the message section of your email or Slack notification so you know that this notification is for a specific Zendesk channel.
8- Click save and your recipe will start running.
If you want to see gifs for each step visit the Workato blog. Workato recipes are highly flexible, so if you'd like to customize your recipe beyond these steps you can do so.
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