1.Monitors new ticket
Integrate Zendesk and ticket routing tools to watch for new tickets that may reference referral sources.
Route referral tickets to intake inbox for same-day triage
Automatically detect new referral tickets across Zendesk and Gmail. Send referral ticket emails to your intake inbox, tag matching tickets, and assign them for same-day triage when new referral ticket, referral keyword match, or ticket mentions referral sourceβso you can prioritize, track, and respond without manual triage.
How this automation speeds up referral ticket triage
When new Zendesk tickets arrive, referral requests can be missed or delayed in manual reviews. This automation filters for referral matches and sends intake emails and updates ticketsβso your team can triage same-day referrals faster.
Zendeskor swap with your favorite app
2.Checks ticket content
Integrate Filter by Zapier and content matching tools to filter tickets whose subject or description contains referral keywords.
Filter by Zapieror swap with your favorite app
3.Sends referral ticket email
Integrate Gmail and email routing tools to send contextual referral ticket details to your intake inbox.
Gmailor swap with your favorite app
4.Adds internal note or tag
Integrate Zendesk and ticket tracking tools to add referral tags or internal notes and assign to the intake group.
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Accelerate ticket resolution with automated assignment rules, priority routing, and queue updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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