Mark Organizations upon creation
AnsweredThere are several cases where I need to find out how many new Orgs have been created automatically from end users.
For example, I need to mark all Orgs created in June as "newcomers" in order to run a pilot with them.
At the moment, there is no way to do that in Support (only in Explore by Organization created filters).
In Organizations page, I would like sort through creation date.
In Automations/Trigger, I would like to be able to use this as a condition.
In Views, I would like to use it as a condition
Thanks
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Hey Efthymis Kouzelis, James here from the Zendesk product team.
I'm pleased to let you know that you can see a list of all organizations created in June by navigating to the Organziations page and searching for;
created>2023-06-01 created<2023-07-01
Note: the date format I've used is YYYY-MM-DD, but this may be different based on your region.
To use that list of organizations in Triggers and Views you have two options;
- If you're creating the organizations via an API integration, update the integration to add to a tag to an org when it's created; such as june-2023. Org tags get added to any tickets created by users in that org. You can then add the tag as a condition in your views and triggers. Note, you will need to update the integration again in July to either remove the tag or update it to july-2023
- If you cannot update the API integration, or your need to update existing orgs, you can do a bulk CSV update to set tags on orgs. This is more manual, but relatively simple, all you need to know if the organization name.
Unfortunately, you cannot bulk add a tag all your June orgs because the Organizations page does not allow bulk editing. If the number of orgs created in June is low enough, it may be practical to add the tag one-by-one from the org's profile.
I hope this helps.
James
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Hi James,
This is actually helpful, as there are 2-3 Orgs created daily. It can work by one-by-one for now.
Please consider the idea of either allow us to do a bulk CSV update to set tags on orgs or use the creation date as a condition in triggers/automations.
Thanks for the help!
Efthymis -
PM for Triggers & Automations here! Thanks for sharing your use case. I've captured this request in our feedback tool for future prioritization.
We are currently working towards enabling additional data in business rules, so this is very helpful!
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