Automation conditions and actions reference

This article describes the different conditions and actions available when creating automations. For information on creating new automations, see Creating and managing automations for time-based events.

This article contains the following sections:

• Building automation condition statements
• Building automation action statements

Building automation condition statements

As with triggers, the condition statements you create for automations contain conditions, operators, and values. These include conditions you’d expect such as priority, status, assignee and so on. Because automations are based on the hours that have elapsed since a ticket update was made, Zendesk provides the following time-based conditions:

• Hours since created
• Hours since open
• Hours since pending
• Hours since on-hold
• Hours since solved
• Hours since closed
• Hours since assigned
• Hours since update
• Hours since requester update
• Hours since assignee update
• Hours since due date (for tickets with the type set to Task)
• Hours until due date (for tickets with the type set to Task)
• Hours since last SLA breach
• Hours until next SLA breach
• Hours since [ticket status name]
  Note: If you’ve activated custom ticket statuses, all the hours since [ticket status] conditions are updated to hours since [status category].

  To learn more about how existing time-based conditions based on system ticket statuses are updated and how to use new ticket statuses you create in automations, see Using ticket statuses in business rules.

Note the following restrictions when using time-based conditions:

• Time-based conditions aren't available from Meet any of these conditions section of the automation creator (see Creating and managing automations for time-based events). Automations require a nullifying condition to ensure that they aren't running continuously.
• Due date refers to 12 PM in your account's timezone.
• Only whole numbers can be used as the value for these conditions. For example, Hours since created = (calendar) is = 1, is valid. Decimals aren't supported. If you set the hours since variable to 1.5, it will be interpreted as 1, which means that it was rounded down to the whole number.
• Hours since [status] conditions, such as Hours since open, only fire if the ticket remains in that status or status category. For instance, if you create an automation that fires when Hours since open is 2, it will not fire if the status changes from open to pending before the two hours are up.
• The is condition for Hours since applies only for a certain timeframe. For example, if you create an automation that includes Hours since solved is 24, but the automation runs after 24 hours have passed, the automation will not fire. Consider using Greater than or Less than for these types of conditions.
• Hours since update means that any update to the ticket – including an automation firing – will update the ticket.
• Hours until > less than conditions are inclusive (they include both "less than" and "equal to"). For example, Hours until next SLA breach > less than > 2 can fire at exactly two hours before the SLA breach time. All other time-based conditions are exclusive.

The other conditions you can use in your automations are described in the following table.

Table 1. Automation conditions

Condition	Description
Ticket: Status	Note: If you’ve activated custom ticket statuses, existing system ticket statuses become status categories. If you have existing conditions that use Status, they’re updated to the corresponding Status category. The system ticket status values are: New is the initial status of a newly created ticket (not assigned to an agent). Open means that the ticket has been assigned to an agent.  Pending is used to indicate that the requester has been asked for information and the ticket is therefore on hold until that information has been received. On-hold means that the support request is awaiting a resolution from a third party—someone who is not a member of your support staff and does not have an agent account in your Zendesk. This status is optional and must be added to your Zendesk (see Adding on-hold ticket status to your Zendesk). Solved indicates that the customer’s issue has been resolved. Tickets remain solved until they are closed. Closed means that the ticket has been locked and cannot be reopened or updated. When selecting a status, you can use the field operators Less Than and Greater Than to specify a range of tickets based on their status. New is the lowest value, with values increasing until you get to Closed status. For example, a condition statement that returns only New, Open, and Pending tickets looks like this: Status is less than Solved.
Ticket: Status category	Note: If you’ve activated custom ticket statuses, system ticket statues and any ticket statuses you create are grouped into status categories. Each status category has a default ticket status. See Managing ticket statuses. The status category values are: New is the initial status category of a newly created ticket (not assigned to an agent). The Open status category is for grouping ticket statuses that indicate when tickets are ready to be worked on by your support team. The Pending status category is for grouping ticket statuses that are used to indicate that the support team is waiting for the requester to reply. The On-hold status category contains ticket statuses used to indicate that the support request is awaiting a resolution from a third party—someone who is not a member of your support staff and does not have an agent account in your Zendesk. This status category is optional and must be added to your Zendesk (see Adding on-hold ticket status to your Zendesk). The Solved status category contains ticket statuses that indicate that the customer’s issue has been resolved. The Closed status category contains the Closed system ticket status that indicates that the ticket has been locked and cannot be reopened or updated. When selecting a status category, you can use the field operators Less Than and Greater Than to specify a range of tickets based on their status category. New is the lowest value, with values increasing until you get to Closed status category. For example, a condition statement that returns tickets only in the New, Open, and Pending caetegories looks like this: Status category is less than Solved.
Ticket: Ticket status	If you’ve activated custom ticket statuses, you can select system ticket statuses and new ticket statuses you created as conditions.
Ticket: Form (Enterprise plans only)	Your ticket forms are available as conditions. Select a specific form. See Creating ticket forms to support multiple request types
Ticket: Type	The ticket type values are: Question Incident is used to indicate that there is more than one occurrence of the same problem. When this occurs, one ticket is set to Problem and the other tickets that are reporting the same problem are set to Incident and linked to the problem ticket. Problem is a support issue that needs to be resolved. Task is used by the support agents to track various tasks.
Ticket: Priority	There are four values for priority: Low, Normal, High, and Urgent. As with status, you can use the field operators to select tickets that span different priority settings. For example, this statement returns all tickets that are not urgent: Priority is less than Urgent
Ticket: Group	The group values are: (—) indicates that no group is assigned to the ticket. Group name is the actual name of the group that is assigned to the ticket. Additional value for views: (current user's group) is all the groups that the agent belongs to.
Ticket: Assignee	The assignee values are:  (—) indicates that the ticket is unassigned. (requester) is the ticket requester. You can select this option to return tickets that were opened by and then assigned to the same agent, for example. Agent name is the actual name of the person assigned to the ticket. Additional value for views: (current user) is the person who is currently viewing the view. For example, if the view condition was Assignee > Is > (current user) then the agent viewing the view would be shown all the tickets for which they are the assignee. This enables one view to show relevant tickets to each agent, without having to create a specific view for each individual agent.
Ticket: Requester	The requester values are: (assignee) is the person assigned to the ticket. The condition statement ‘Requester is Assignee’ is true if the requester is also the person assigned to the ticket.  This is possible if an agent created a ticket and was then assigned to it. Agent name is the actual name of the agent. Additional value for views: (current user) is the person currently looking at the view. If you are looking at the view, you will see tickets for which you are the requester.
Ticket: Organization	The organization values are: (—) indicates that no organization has been added to the ticket. If you have multiple organizations, (—) displays for a certain number of organizations, but is a blank value above that number. If you have a large number of organizations, start typing the organization name to find a match. Organization name is the name of an organization.
Ticket: Tags	You use this condition to determine if tickets contain a specific tag or tags. You can include or exclude tags in the condition statement by using the operators Contains at least one of the following or Contains none of the following. More than one tag can be added. Tags must be separated with spaces.
Ticket: Description	The description is the first comment in the ticket. It does not include the text from the subject line of the ticket. If you are using the Contains at least one of the following or Contains none of the following operators, the results will consider words containing part of the entered search terms. For example, using "none" for this condition will return (or exclude) ticket descriptions containing "nonetheless". The description condition also pulls data contained within the HTML and the original source of a ticket.
Ticket: Channel	The ticket channel is where and how the ticket was created. The contents of this list will differ depending on the channels you have active, and any integrations you are using. For more information about the channels you can configure, see About Zendesk Support channels and Understanding ticket channels in Explore.
Ticket: Integration account	This condition checks the integration account that the ticket came from, such as a specific Facebook page, Twitter handle, or other channel integration account, like GooglePlay. Select one of your configured integration accounts from the drop-down menu.
Ticket: Received at	This condition checks the email address from which the ticket was received and the email address from which the ticket was originally received. These values are often, but not always, the same. The ticket can be received from a Zendesk email domain such as [e-mail], or from an external email domain such as [e-mail]. The external email domain must be set up as described in Forwarding incoming email to Zendesk Support or the condition won't work. This condition will work only if the support email address is a real user address, this condition will not work for non-user addresses, such as Google Groups, aliases, and distribution groups, when the non-user support address is added in the CC field instead of the TO field. Note that this condition doesn't check the channel from which the ticket originated and can be true for tickets that weren't received through email. For example, when using the Select an Address app you can specify a recipient email address and therefore meet this condition even though the ticket was created in the agent interface.
Ticket: Satisfaction (Not available on Team plans)	This condition returns the following customer satisfaction rating values: Unoffered means that the survey has not previously been sent Offered means that the survey has already been sent Bad means that the ticket has received a negative rating Bad with comment means that the ticket has received a negative rating with a comment Good means that the ticket has received a positive rating Good with comment means that the ticket has received a positive rating with a comment
Ticket: Privacy	This condition checks to see if a ticket has public comments or not. You can select either: Ticket has public comments Ticket has no public comments
Ticket: Custom fields	Custom ticket fields are available as conditions.
Requester: Language	The language of the person who submitted the ticket.
Requester: Custom fields	Custom user fields are available as conditions.
Requester: Role	Adds a condition to your triggers to create a different workflow when the requester is an end user versus an agent.
Organization: Custom fields	Custom organization fields are available as conditions. If the automation has a condition like the following: Organization: field > Is not > value The statement will be true only if the ticket has an organization and that organization's field doesn't match. If the ticket does not have an organization, this type of condition will not be true.
Ticket sharing: Sent to	Checks whether a ticket was shared to another Zendesk via a specific ticket sharing agreement.
Ticket sharing: Received from	Checks whether a ticket was shared from another Zendesk via a specific ticket sharing agreement.

Building automation action statements

Action statements define what occurs if all the condition statements are true and the trigger fires. You can think of action statements as ‘then’ statements. If all of your conditions are true then invoke these actions to update the ticket and optionally send notifications.

Table 2. Automation actions

Action	Description
Ticket: Status	Note: If you’ve activated custom ticket statuses, existing system ticket statuses become status categories. If you have existing actions that use Status, they’re updated to the default status of the corresponding Status category. The system ticket status values can be set to the following: New is the initial status of a newly created ticket (not assigned to an agent). Open means that the ticket has been assigned to an agent.  Pending is used to indicate that the requester has been asked for information and the ticket is therefore on hold until that information has been received. On-hold means that the support request is awaiting a resolution from a third party—someone who is not a member of your support staff and does not have an agent account in your Zendesk. Solved indicates that the customer’s issue has been resolved. The ticket is solved even if required ticket fields are still blank. See Required fields and automations. Tickets remain solved until they are closed. When tickets are closed is based on business rules you define for this step in the workflow, using automations. Closed means that the ticket has been locked and cannot be reopened or updated.
Ticket: Status category	Note: If you’ve activated custom ticket statuses, system ticket statues and any ticket statuses you create are grouped into status categories. Each status category has a default ticket status. See Managing ticket statuses. When you use a status category as an action, the ticket status is set to the category's default ticket status. The status category values are: New is the initial status category of a newly created ticket (not assigned to an agent). The Open status category is for grouping ticket statuses that indicate when tickets are ready to be worked on by your support team. The Pending status category is for grouping ticket statuses that are used to indicate that the support team is waiting for the requester to reply. The On-hold status category contains ticket statuses used to indicate that the support request is awaiting a resolution from a third party—someone who is not a member of your support staff and does not have an agent account in your Zendesk. This status category is optional and must be added to your Zendesk (see Adding on-hold ticket status to your Zendesk). The Solved status category contains ticket statuses that indicate that the customer’s issue has been resolved. The Closed status category contains the Closed system ticket status that indicates that the ticket has been locked and cannot be reopened or updated.
Ticket: Ticket status	If you’ve activated custom ticket statuses, you can specify actions that set the ticket status to a new or system status.
Ticket: Form (Enterprise plans only)	Your ticket forms are available as actions. Select a specific form. See Creating ticket forms to support multiple request types
Ticket: Priority	The priority can be set to Low, Normal, High or Urgent
Ticket: Type	The type can be set to the following: Question Incident indicates that there is more than one occurrence of the same problem. When this occurs, one ticket is set to Problem and the other tickets that are reporting the same problem are set to Incident and linked to the problem ticket. Problem is a support issue that needs to be resolved. Task is used by the support agents to track various tasks.
Ticket: Group	You can set groups to any of the following: (—) is used to unassign a group (if one has already been assigned) Group name is the actual name of the group that is assigned to the ticket. Additional value for macros: (current user’s groups) is all the groups to which the agent who is updating the ticket belongs.
Ticket: Assignee	You can set the assignee to any of the following: (—) is used to set assignee to no one (unassigned) (requester) is the ticket requester. You can select this option to return tickets that were opened by and then assigned to the same agent, for example. Agent name is the agent to be assigned the ticket. Additional value for triggers and macros: (current user) is the last person to have updated the ticket, which is not necessarily the same person who is assigned to the ticket. The current user (whoever updated the ticket last) changes whenever the ticket is updated.
Ticket: Satisfaction	You can set this action to: offered to requester. This indicates that the survey request has been sent to the ticket requester.
Ticket: Set tags	The tags you want to insert into the ticket. The set tag action deletes all tags currently applied to the ticket, or associated with any ticket fields, and replaces them. Tags must be separated with spaces.
Ticket: Add tags	The tags you want to add to the existing list of tags (if any).  Tags must be separated with spaces.
Ticket: Remove tags	The tags that you want removed from the existing list of tags contained in the ticket (if any).  Tags must be separated with spaces.
Ticket: Add cc	Add an agent on the ticket update. This action is available when you activate CCs on tickets..
Ticket: Custom fields	Custom ticket fields are available as actions.
Ticket: Share ticket with	Share the ticket with the specified account. Requires that a ticket sharing agreement be in place. See Using business rules to share tickets.
Notifications: Email user	You can set the email user to any of the following: (requester) is the ticket requester. (assignee) is the agent assigned to the ticket. Email user name is the actual registered name of the agent who will receive the email. Additional values for triggers and automations: (current user) is the last person who updated the ticket. (all non-restricted agents) includes all agents that have unrestricted access to the ticket. (requester and CCs) is the ticket requester and any users who are listed as CCs on the ticket. This value is available when CCs and followers is enabled. If CCs and followers is rolled back, the behavior reverts to only emailing the requester and this value is not available. The email notification is sent only if the update includes a public comment. If the update has a private comment or no comment, the trigger or automation can still fire other actions, but it won't send the notification. There's a known limitation for using the Email user + (requester and CCs) action and the Ticket + is + Updated conditions in triggers and Support suppresses emails to a user if the ticket update is from that same user. This is expected behavior to eliminate redundant emails. For more information about suppression, see Understanding suppression of CCs email notifications. Adding the email user action allows you to enter the email subject and body text. Body text can be formatted using HTML or placeholders. See Using placeholders for more information on formatting with placeholders. If you select a different notification destination when editing a trigger or automation, the body text will reset.
Notifications: Email group	You can set email group to any of the following: (assigned group) is a reference to the assign group. Email group name is the actual name of a group. If you select a different notification destination when editing a trigger, the body text will reset.
Notifications: Notify active webhook	Set the active webhook to notify. For more information about using webhooks, see Creating a webhook. If you select a different notification destination when editing a trigger, the body text will reset.
Notifications: Notify target	Set the external target to notify. For more information about using targets, see Notifying external targets. If you select a different notification destination when editing a trigger, the body text will reset.
Notifications: Tweet requester	Respond to the Twitter requester with a Tweet. An @mention, and shortened ticket URL are added to the message so make sure to stay within the maximum Tweet length.
Requester: Language	Set the requester's language to one of your supported languages.
Requester: Custom fields	Custom user fields are available as actions.
Organization: Custom fields	Custom organization fields are available as actions.