Objective

Define a rule that performs a configured action when its operational conditions are met.

Environment

  • You have automation management access.
  • You know the intended condition, action, and affected Zendesk scope.

Resolution

  1. Open Workflows > Automations and select Create Automation.
  2. Enter the rule name, conditions, and action offered by the editor.
  3. Review the affected records and any schedule or enablement settings.
  4. Create the rule, then confirm it appears in the automation list.
  5. Review execution history after a qualifying event to see whether it ran as intended.
Note: Check the scope

Automation actions can change Zendesk data; review scope and action before enabling a new rule.