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Automatically Send Form to Requester in Zendesk

Learn how to set up a trigger in Zendesk to automatically send a form to the requester when a ticket is created.

Can I automatically send a form to the requester when a ticket is created in Zendesk?

Yes, you can set up a workaround to automatically send a form to the requester when a ticket is created. While Zendesk doesn't directly support sending a form automatically, you can create a trigger that sends an auto-response email to the requester.

To do this, create a new trigger with the conditions that the ticket is created and the channel is email. Then, set the action to notify the requester via email, including the questions you want them to answer. This way, when a user emails in a ticket, they receive an email prompting them to provide the necessary information. For more details, check out theoriginal Zendesk help article.


More related questions

How can I create a trigger to send an auto-response in Zendesk?

Creating a trigger to send an auto-response in Zendesk is straightforward. This can be useful for automatically gathering information from requesters when they email in a ticket. To set up the trigger, start by creating a new trigger in Zendesk….

What are the conditions needed for a Zendesk trigger to send a form?

To set up a Zendesk trigger that sends a form, you need to specify certain conditions. These conditions ensure the trigger activates only when appropriate. For this specific use case, set the conditions to 'Ticket is Created' and 'Channel is…

What actions should I set in a Zendesk trigger to notify requesters?

In a Zendesk trigger, you need to set specific actions to notify requesters effectively. This is crucial for sending them the information or questions you need. For notifying requesters, choose 'Notify by User email' as the action. Then, select…

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