Understanding Conditions and Actions in Sell Triggers
What are the conditions and actions in Zendesk Sell triggers?
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 like 'Deal Value is greater than 1000'. Actions are the tasks performed when conditions are met, such as updating the deal owner. You can add multiple conditions and actions to tailor the trigger to your needs. This setup allows for automation of repetitive tasks, enhancing efficiency in sales processes.
More related questions
How do I create a sales trigger in Zendesk Sell?
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…
Can I use 'AND' and 'OR' operators in Zendesk Sell triggers?
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…
What is a nullifying condition in Zendesk Sell triggers?
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…
Who can create and trigger events in Zendesk Sell?
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…
How do I prevent repetitive triggers in Zendesk Sell?
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…
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