image for site

Automated Task Actions in Zendesk Sell

Learn how automated task actions in Zendesk Sell can help you create emailing lists and streamline communication.

How do automated task actions work in Zendesk Sell?

Automated task actions in Zendesk Sell help you configure auto-generated emailing lists. By setting up an automated task action, you can automatically create tasks or update custom fields after specific actions.

You can then create a smart list with these fields and filter them for specific entries or upcoming tasks. This allows you to send bulk emails regularly to people who meet the criteria, streamlining your communication process.


More related questions

How can I automate email sending in Zendesk Sell?

You can automate email sending in Zendesk Sell using various workflows. One option is to use the Sequences workflow, where admins define a series of emails to be sent on a specific schedule using sequences in Reach. Users can then enroll records in…

What is the Sequences workflow in Zendesk Sell?

The Sequences workflow in Zendesk Sell allows admins to define a series of emails to be sent on a specific schedule using the Reach feature. This workflow is ideal for sending regularly scheduled emails to leads or contacts. Users can enroll…

Can I use third-party integrations for email automation in Zendesk Sell?

Yes, you can use third-party integrations for email automation in Zendesk Sell. Integrations like Mailchimp, Zapier, and Sell's API resources are available to connect email campaign applications with Sell. These integrations allow you to enhance…

How can I avoid sending duplicate emails in Zendesk Sell?

To avoid sending duplicate emails in Zendesk Sell, you can use communication filters such as 'Days since last communication'. This filter helps ensure that you don't accidentally email someone twice within a short period. By incorporating this…

Interested indeflectingover 70% of your Zendesk support tickets?

Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk logo

Zendesk Support Tickets

Receive new tickets by email or a support form? This integration is for you.
My AskAI integrated within Zendesk to deflect support tickets
Learn about our Zendesk ticket integration
Zendesk logo

Zendesk Messaging (live chat)

Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
My AskAI integrated within Zendesk to deflect customer support live chat conversations
Learn about our Zendesk Messaging integration

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

Vestd company logo — Customer of My AskAI's AI customer support agents
Genesis company logo — Customer of My AskAI's AI customer support agents
Zinc company logo — Customer of My AskAI's AI customer support agents
Customer.io company logo — Customer of My AskAI's AI customer support agents
Zeffy company logo — Customer of My AskAI's AI customer support agents
NHS company logo — Customer of My AskAI's AI customer support agents
Kontakt.io company logo — Customer of My AskAI's AI customer support agents

Reduce support costs.Spend more time on customer success.

Our AI customer support agents are already used by 👇
Companies using AI assistants on their websites