How to automatically update organization tags due to date change (mapped from CRM)?



  • Dan Ross
    Community Moderator

    Hey Jakub,

    You'd likely need to build something custom for this. I would look at designing an app that that receives an event from your CRM when a customer signs up and then have it store your customer's maintenance date and ZD Org ID outside of Zendesk. That app would then execute a nightly job that would check all the accounts it has and compare the maintenance expiry date against today's date and then depending on the result, update the Org tags via API to reflect their maintenance state (using the Org ID we stored earlier)


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