Automations vs. Triggers - When To Use What

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6 Comments

  • Yan Sau Yong

    Hi there, how does one do backup for triggers and automations? If for whatever reason, my server crashed, is there a way to be able to backup all these created triggers and automations so that we can reuse them?

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  • Jessie - Community Manager

    Hi Yan! Welcome to the Community!

    Zendesk is hosted on our own servers and we keep our own data backups, so there's no need to worry about losing that information. Let me know if you need anything else!

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  • Yan Sau Yong

    Hi Jessie,

    I see. Is there an easy way to export out all active automations and triggers in that case? If I have a new colleague that I would like him to know what's active and what's not, is there a way to export such information out?

    Thanks in advance!

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  • Jessie - Community Manager

    Hey Yan,

    There's no native functionality that will do this, but you can export all of these using the API!

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  • Yan Sau Yong

    Hi, sorry I am not familiar with API, can you share an example for this? Thanks in advance!

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  • Nicole - Community Manager

    Hey Yan - 

    API stands for Application Programming Interface. Basically, it's a code that allows two software programs to talk to one another. There are ways you can use this to move information around - such as exporting your automations and triggers. 

    Here's some documentation on how to use the API to export a list of your triggers and a list of your automations

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