Creating object triggers to update records and send notifications

Object triggers are business rules that run based on custom object record events and automatically perform actions when specified conditions are met. All triggers in Zendesk are composed of two parts: conditions and actions. Conditions are the qualifications needed for the trigger to fire, and actions are performed when those qualifications are met.

Before creating and using object triggers, review the requirements and limitations.

To create an object trigger

1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
2. Click the Objects tab at the top of the page, then click Create trigger.
3. Enter a Name for your trigger.

4. (Optional) Enter a Description for your trigger.

   You can provide details about what the trigger does. You'll be able to search for triggers based on description.

5. Select the Trigger object.

   This can't be changed after the trigger is saved.

6. Click Add condition to set up the trigger to meet All or Any conditions.

7. Select a Category, Operator, and Value for each condition you add.

   The field operator determines the relationship between the condition and the value. For example, if you select the field operator "Is", your condition will need to be equal to the value. See Building object trigger condition statements.

8. Click Add action to set the actions that occur when trigger conditions are met.
9. Select an Action and specify a Value for each action you add. See Building object trigger action statements.

10. Click Create and set the trigger to Active or Inactive.

    If you need to modify an object trigger after you create it or adjust the order of your object triggers, see Managing object triggers.