In Zendesk Sell, only admins have the ability to create sales triggers, but all users can trigger events.
Admins are responsible for setting up the triggers by defining the conditions and actions. Once a trigger is created, any user can perform actions that cause a trigger event, such as updating a deal. If the conditions of the trigger are met, the predefined actions will be executed automatically. This setup allows for a collaborative environment where admins manage the automation, and all users contribute to triggering these automated processes.
Creating a sales trigger in Zendesk Sell involves setting up conditions and actions for specific events. To create a trigger, navigate to the Sell sidebar, click on Settings > Business rules > Triggers, and then click Add trigger. Name your trigger…
Conditions and actions are the core components of triggers in Zendesk Sell, determining when and what actions are performed. Conditions specify the criteria that must be met for a trigger to execute its actions. For example, you can set a condition…
Yes, you can use 'AND' and 'OR' operators to define the logic between conditions in Zendesk Sell triggers. The 'AND' operator is used when all conditions must be met for the trigger to execute, while the 'OR' operator allows the trigger to execute…
A nullifying condition in Zendesk Sell triggers is used to prevent triggers from executing repeatedly on the same object. This is particularly useful to avoid looping triggers, where a trigger might continuously re-trigger itself. By adding a…
To prevent repetitive triggers in Zendesk Sell, you can use nullifying conditions to ensure actions are not repeated unnecessarily. For example, if a trigger assigns a deal owner and this action causes another trigger event, you can add a condition…