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Workflow best practices and recipes


Workflow recipe: User and Organization Fields (Retail Business Example)

What's my plan? Overview As a retailer, you may face a variety of customer types -- from a one-time shopper to a life...

Edited Jun 21, 2024

1 vote  ·  0 comments

1

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Workflow recipe: Using the light agent role for a customer approval workflow

This recipe will show you how to make an approver into a light agent based on a sample scenario. The recipe contai...

Edited Nov 06, 2023

4 votes  ·  2 comments

4

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2

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Funneling orders through Zendesk

I created a workflow that allows us to process our customers’ orders through Zendesk and I thought I would s...

Edited Nov 06, 2023

11 votes  ·  2 comments

11

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2

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Workflow recipe: Creating an approval process between departments

What's my plan? Here's a quick and easy way to set up an approval process. Skill Level: Beginner Time Required: ...

Edited Jun 21, 2024

3 votes  ·  5 comments

3

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5

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Automatically tagging tickets from specific users and organizations

What's my plan? All customers are important, but every business has their VIPs. Maybe it’s a big account, maybe it’...

Edited Jun 21, 2024

10 votes  ·  11 comments

10

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11

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