Opening and viewing Zendesk triggers

Verified AI summary ◀▼
Learn how to access and manage different types of triggers, including ticket, messaging, chat, and object triggers. Triggers are business rules that automate actions based on specific conditions, helping you streamline support tasks. Access your trigger lists to create, edit, activate, deactivate, or delete triggers, and view their revision history, enhancing your ability to manage customer interactions effectively.




Triggers are business rules you define that run immediately
after an event occurs and automatically perform actions if specified conditions are met.
Zendesk has several types of triggers, which are managed in different places within
Zendesk products. This article describes how to access each of your trigger lists.
This article contains the following topics:
Opening and viewing ticket triggers
Opening and viewing messaging triggers
Opening and viewing chat triggers
Opening and viewing object triggers




Opening and viewing ticket triggers

Ticket triggers are business rules you
define that run immediately after a ticket is created or updated and automatically
perform actions if specified conditions are met. You can view a list of your ticket
triggers from the Triggers page in Admin Center, where you can manage your existing
triggers or create new triggers.
Admins and agents in custom roles with permission to
manage business rules can access the Triggers page.
To access the ticket triggers list


In Admin Center, click
Objects and rules in the sidebar, then select Business rules >
Triggers.
Click the Tickets tab. The triggers list displays the name and
description for each ticket trigger, along with usage information on
Professional and Enterprise plans. Active triggers are listed by
default. If you're looking for inactive triggers, click Filter,
select Inactive, and click Apply filters.

On the Triggers page, you can take any of the following actions:

Search and filter triggers

Reorder your triggers
Sort the list of
triggers
Create ticket trigger
categories
Manage ticket trigger
categories


Additionally, you can take the following actions to manage your individual
ticket triggers:
Create a new ticket
trigger
Activate a ticket
trigger
Edit or clone a ticket
trigger
Deactivate a ticket
trigger
Delete a ticket
trigger
Viewing a ticket trigger's
revision history






Note: Because of infinite scrolling and expanded search criteria, the ticket
triggers lists doesn't support legacy trigger bookmarks with URLs that include
search criteria and page number indicators. These bookmarks are no longer
valid.




Opening and viewing messaging triggers

Messaging triggers run when a customer requests or interacts with a conversation
through a messaging channel, as specified when the trigger is created.
Note: Messaging trigger access for Zendesk accounts is being moved
from the Chat Dashboard to Admin Center in phases. If your messaging triggers do
not appear in Admin Center as described in this article, see Chat triggers in Zendesk messaging.
For more information on the move, see this announcement.


To view your messaging triggers list in Admin Center
In Admin Center, click
Objects and rules in the sidebar, then select Business rules > Messaging
triggers.


From your messaging triggers list in Admin Center, you can take the following
actions:
Create a new messaging
trigger
Edit a messaging trigger
Clone a messaging trigger
Activate or deactivate a messaging
trigger
Delete a messaging trigger



To view your messaging triggers list in the Chat dashboard
Click the Zendesk products icon ( ), select Chat.
In the Chat dashboard, select Settings > Triggers.


To create and manage messaging triggers in the Chat dashboard, see opening and viewing chat
triggers.



Opening and viewing chat triggers

Chat triggers run when a custom requests or interacts with a conversation, as
specified when the trigger is created.

To view your chat triggers list
Click the Zendesk products icon ( ), select Chat.
On the Chat dashboard, select Settings > Triggers.


From your chat triggers list, you can take the following actions:
Create new chat triggers
Duplicate a chat trigger
Deactivate a chat trigger
Delete a chat trigger





Opening and viewing object triggers

Object triggers are business rules you define that run immediately after a specified
custom object's record is created or updated and automatically perform actions if
specified conditions are met. You can view a list of your object triggers from the
Triggers page in Admin Center, where you can manage your existing triggers or create
new triggers.
Admins and agents in custom roles with permission to
manage business rules can access the Triggers page.
To access the object triggers list


In Admin Center, click
Objects and rules in the sidebar, then select Business rules >
Triggers.
Click the Objects tab. The triggers list displays the name and
description for each object trigger, along with usage information.
Active triggers are listed by default. If you're looking for inactive
triggers, click Filter, select Inactive, and click
Apply filters.

On the Triggers page, you can take any of the following actions:

Search and filter triggers

Reorder your triggers
Sort the list of
triggers


Additionally, you can take the following actions to manage your individual
object triggers:
Create a new object
trigger
Edit an object
trigger
Clone an object
trigger
Activate or deactivate an object
trigger
Delete an object
trigger
View an object trigger's revision
history







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