Guide Zendesk ticket workflow setup

Learn how to help customers configure Zendesk ticket workflows including triggers, automations, views, and macros to streamline their support process.

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Who is this for?

This guide is for Support Managers and Admins configuring Zendesk ticket workflows including triggers, automations, views, and macros.

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Step-by-Step Guide

Step 1Understand the workflow goal

Step 2Navigate to workflow settings

Step 3Create or edit a trigger

Step 4Set up automations for time-based rules

Step 5Configure views for organization

Step 6Build macros for repetitive actions

Step 7Test the workflow

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