Reordering automations in Zendesk is important because they run sequentially every hour. To reorder them, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Open the options menu at the top of the list of active automations and click 'Reorder page'.
You can then click and drag automations to new positions as needed. Once you're satisfied with the order, click 'Save'. Keep in mind that the order can affect how actions in one automation might impact another.
Creating a new automation in Zendesk is straightforward. Start by navigating to the Admin Center, then click on 'Objects and rules' in the sidebar and select 'Business rules > Automations'. From there, click 'Add Automation'. You'll need to enter a…
Yes, you can easily edit or clone an existing automation in Zendesk. To edit, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Find the automation you want to edit, hover over it to reveal the options menu,…
In Zendesk, deleting an automation removes it permanently, while deactivating it allows you to keep it for future use. To delete an automation, go to the Admin Center, click 'Objects and rules', then 'Business rules > Automations'. Find the…
To ensure an automation only runs once in Zendesk, you need to include a condition that can only be true once or an action that cancels a condition after it's met. This setup prevents the automation from running repeatedly on the same ticket. When…
Zendesk allows you to have up to 500 active automations at any given time. Additionally, each automation must be less than 65kb in size. These limitations are important to keep in mind when planning your automation strategy, especially if you have…