Catalog Certifications

Build a custom automation

Learn to build time-based automations in Zendesk so routine work happens on its own.

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About this course

Tickets pile up, urgent issues go quiet, and no one has time to catch everything by hand—but your Zendesk instance can. In this hands-on mini-course, you'll learn what automations do, how they differ from triggers, and how to build one step by step in a safe practice space. In under 15 minutes, you'll set up a real automation that loops a manager in on high-priority tickets before they slip through the cracks.

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Learning objectives

By the end of this course, you will be able to:

  1. Build and turn on an automation in the Admin Center that runs exactly how you want.
  2. Describe the difference between a trigger and automation in Zendesk.
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Audience

This course is intended for administrators.

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Prerequisites

No prior knowledge is required. Access to your Zendesk Admin Center is essential for success.

 

Curriculum19 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Automations 8 min
  • Wrap up
  • Course summary 3 min
  • Share your feedback 5 min
  • Congratulations 1 min

About this course

Tickets pile up, urgent issues go quiet, and no one has time to catch everything by hand—but your Zendesk instance can. In this hands-on mini-course, you'll learn what automations do, how they differ from triggers, and how to build one step by step in a safe practice space. In under 15 minutes, you'll set up a real automation that loops a manager in on high-priority tickets before they slip through the cracks.

icon of a spaceship

Learning objectives

By the end of this course, you will be able to:

  1. Build and turn on an automation in the Admin Center that runs exactly how you want.
  2. Describe the difference between a trigger and automation in Zendesk.
icon of a group

Audience

This course is intended for administrators.

icon of a checklist

Prerequisites

No prior knowledge is required. Access to your Zendesk Admin Center is essential for success.

 

Curriculum19 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Automations 8 min
  • Wrap up
  • Course summary 3 min
  • Share your feedback 5 min
  • Congratulations 1 min