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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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0
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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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