Workflow: How to add a tag to a user with a trigger action

In this tutorial, you'll learn how to tag a user using a trigger. You will also find if a tag was added by a trigger.

The workflow includes the steps below.

• Step 1: Create a custom user field
• Step 2: Create a trigger
• Step 3: Verify if a user tag was added by a trigger

Using a trigger action, you can't directly add user tags to the profile of a user. As a workaround, create a custom workflow using this action: Requester | Custom user field, which will then add a tag.

Step 1: Create a custom user field

1. Create a custom user field and select the drop-down field type
2. Add the user field values along with the associated tags that the trigger will apply. This example adds the vip user tag
3. Click Save

Step 2: Create a trigger

1. Create a trigger and apply the ticket conditions for your user tag
2. Select Actions > Add action > Lookup relationships and add the below condition:
   • Requester | Custom user field name | value
     
3. Click Save
   

The trigger will add the vip tag to the user and any subsequent tickets from that user.

Step 3: Verify if a user tag was added by a trigger

Use the below steps to verify if a user tag has been added by a trigger.

1. Go to Admin Center > People > User fields > Open your user field, and locate the digits right after the Custom field ID at the top of the page
   

   

2. Use the URL below and replace fieldID with the user field ID found in point 1, and your Zendesk subdomain instead of yoursubdomain
   

   https://yoursubdomain.zendesk.com/api/v2/user_fields/fieldID

   In the results, note the numerical value that will appear after "id"

   

3. Using this URL below, replace yoursubdomain with your actual Zendesk subdomain:

   https://yoursubdomain.zendesk.com/api/v2/triggers/active.json?active=true&page=1
   

4. On that page, look for the value ID from point 2 in the trigger list
   The name of the trigger will appear, along with the custom user field value and tag: