How to automatically create tickets from submissions

In Automation → Auto-Tickets you define rules that create tickets in Zendesk based on notification events.

1. Active Rules: configured rules, with type and priority.
2. Use the toggle to activate or deactivate the rule and the × to delete it.
3. How it works summarizes how the creation and merging rules work.
4. Click New Rule.

1. Ticket creation rules: creates tickets based on notification events.
2. Ticket merge rule (edit): adjusts the account's merge rule. See How to configure automatic ticket merging.

New creation rule

1. Give the rule a name.
2. Choose the ticket priority: Urgent, High, Normal, or Low.
3. Choose the trigger, for example Notification sent.
4. Define the options: create the ticket, include the notification data as an internal note, assign it to the campaign agents, and add tags (separated by commas).
5. Click Save Rule.

Important: each ticket created by automation uses 1 automation credit from your plan.