1.Triggers on day 20 each month
Integrate Schedule by Zapier and scheduling triggers to start the monthly re-joiner request workflow reliably.
Create monthly pension re-joiner upload ticket for files
Automatically create monthly pension re-joiner request tickets across Zendesk and email tools. Get follow-up reminders when attachments are missing, so you can capture requests, tag escalations, and chase uploads without manual ticket chasing.
How this automation protects timely re-joiner uploads
When the day 20 upload request window arrives, missing files can stall pension re-joiner processing. This automation creates Zendesk task tickets, adds internal month and escalation notes, and sends chaser emailsβso your team can keep uploads moving.
Schedule by Zapieror swap with your favorite app
2.Creates a Zendesk ticket
Integrate Zendesk and ticket fields to create a Task ticket with the month identifier and request details.
Zendeskor swap with your favorite app
3.Adds internal month and escalation note
Integrate Zendesk and ticket tagging to add a month tag and escalation marker for reporting and filtering.
4.Sends a chaser email
Integrate Email by Zapier and email templates to send an escalation chaser when no attachment is present.
Email by Zapieror swap with your favorite app
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