Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Triggers versus automations


Both triggers and automations consist of conditions and actions. The difference lies in the type of event that has to occur in order for the actions to be executed.

Every time a ticket is updated or created, Zendesk will run through all the triggers, check if the right conditions are met, and move straight to the actions.

This is not so when it comes to automations. An automation's conditions always include an extra factor, which is time. An automation would check for these specific conditions four hours after the ticket has been updated.

So when do we use an automation over a trigger?

For now, remember that if you want to automate a process and include time as a condition, you will need to make use of an automation. If you want to automate a process that reacts to a certain condition straightaway, you will go for a trigger instead.

Next, let's take a detailed look at triggers.