Workflow best practices and recipes
Edited Mar 05, 2025
2 votes · 2 comments
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Workflow recipe: Using auto assist to create Jira issues for troubleshooting
Edited Apr 29, 2025
0 votes · 0 comments
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Workflow recipe: Building a product catalog with custom objects for customers to use
Edited May 07, 2025
1 vote · 3 comments
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Workflow recipe: Canceling and refunding a Shopify order with auto assist
Edited Mar 05, 2025
2 votes · 0 comments
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Workflow: Using omnichannel routing queues to handle active and inactive messages differently
Edited May 01, 2025
1 vote · 5 comments
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Workflow: Using queues in omnichannel routing to overflow calls to other groups
Edited Mar 05, 2025
1 vote · 6 comments
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Automatically adding comments and notes to tickets using triggers
Edited May 07, 2025
10 votes · 51 comments
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Workflow: Using skills in omnichannel routing to overflow calls to other agents
Edited May 02, 2025
0 votes · 4 comments
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Workflow: Using skills to route calls to specific agents
Edited Mar 05, 2025
0 votes · 0 comments
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Workflow recipe: Displaying ticket age in views
Edited May 07, 2025
0 votes · 0 comments
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Workflow recipe: Automatically closing tickets created by abandoned calls
Edited May 07, 2025
2 votes · 5 comments
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Workflow: Using omnichannel routing to manage calls
Edited May 07, 2025
0 votes · 21 comments
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Sending holiday notifications using triggers
Edited Mar 19, 2025
2 votes · 5 comments
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Fine Tuning: How to build your ideal workflow
Edited Jan 15, 2025
6 votes · 4 comments
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Workflow recipe: Manage outages using SLA policies
Edited Mar 19, 2025
0 votes · 0 comments
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Workflow recipe: Deploying an update to a trigger
Edited Feb 26, 2025
0 votes · 0 comments
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Workflow recipe: Managing your escalation queue
Edited May 07, 2025
11 votes · 4 comments
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Workflow: Using custom objects to manage assets in Zendesk
Edited May 07, 2025
1 vote · 0 comments
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Recipe: Setting up basic request ticket forms (IT example)
Edited Mar 19, 2025
10 votes · 1 comment
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Recipe: Routing messaging tickets using ticket triggers (Legacy)
Edited May 07, 2025
0 votes · 11 comments
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Workflow recipe: Sending automated ticket reminders to customers [Video]
Edited May 07, 2025
10 votes · 39 comments
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Fine Tuning: Agent Productivity
Edited Jan 27, 2025
4 votes · 6 comments
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Workflow recipe: Notifying External Email Addresses
Edited May 07, 2025
20 votes · 6 comments
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Workflow recipe: Using triggers to manage requests from important customers (custom org field)
Edited May 07, 2025
1 vote · 2 comments
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Workflow recipe: Using triggers to manage requests from important customers (multiple organizations)
Edited Mar 19, 2025
0 votes · 0 comments
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Workflow recipe: Allowing restricted agents to assign tickets to agents outside of their groups
Edited May 07, 2025
1 vote · 11 comments
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Workflow recipe: Setting up basic change management (IT example)
Edited May 07, 2025
12 votes · 4 comments
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Workflow recipe: Setting up a change management process wizard (IT example)
Edited Nov 06, 2023
14 votes · 0 comments
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Workflow recipe: User and Organization Fields (Internal IT Example)
Edited May 07, 2025
5 votes · 1 comment
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Workflow recipe: User and organization fields (software support example)
Edited May 07, 2025
3 votes · 0 comments
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