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Automation for Organization Fields

Answered


Posted May 03, 2024

I'm looking for a way to update an Organization field (Onboarding Status) after a predetermined amount of time. I need this status changed at the Org Level, not the ticket level.

For example:

Organization field > Onboarding Status field = Early Adoption

after 90 days change the 

Onboarding Status field = Onboarding Complete


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2

2 comments

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Brandon (729)

Zendesk LuminaryUser Group LeaderThe Humblident Award - 2021Community Moderator

Hey Brettany,

 

Updating Org Tags after a certain amount of time isn't natively supported, but one workaround might be to put a ticket on hold for 90 days and then reopen it as a reminder to update the org manually.  Other than that, you'd need to leverage the API and possibly a partner like knots.io or possibly MyndBend to achieve the desired results.

 

Brandon

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Stephan Marzi

Zendesk Luminary

Hey Brettany,

Yes, the API would be a possible solution as Brandon mentioned. Additionally I can warmly recommend the Knots studio (knots.io). These guys are doing a great job and are offering additional service, which is really amazing.

Regards,

Stephan

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