---
title: "How to create monthly Zendesk tickets automatically"
description: "Scheduling in regular support tasks means you'll never forget about doing them and deliver better customer service."
image: "https://images.ctfassets.net/lzny33ho1g45/4JeWYR07oADUkLSbdg7wG3/e6254a49a6d7afb32f6c9e033144670f/Group_4064.jpg"
---

# How to create monthly Zendesk tickets automatically

Scheduling in regular support tasks means you'll never forget about doing them and deliver better customer service.

If Zendesk is the core of your customer support, then you (and your customer support team) probably [deal with a lot of tickets](https://zapier.com/blog/automate-zendesk-tickets/) every month. But what do you do about the support tasks you need to do regularly—but which aren't necessarily requested by customers? 

Fortunately, you can automatically schedule the creation of your own Zendesk tickets with a Zap—our word for our automated workflows. Scheduling in support tasks like debugging, checking reviews, or general maintenance automatically means you'll never forget about doing them, all the while delivering exceptional customer service. Plus, your work will be reflected accurately inside Zendesk, alongside the other customer tickets you handle. 

## Before you begin

Log in to your Zapier account and set your timezone. If you haven't set a preferred timezone, Zapier will default to UTC (GMT+00:00). 

To check your timezone settings, click on your profile icon and select **Settings** from the dropdown menu. Once you're inside your _My Profile_ tab, scroll down to the bottom, select your timezone from the dropdown and click **Save Changes**.  

If you've never connected your Zendesk account to Zapier before, log in to your Zendesk account now. In the left-hand sidebar, click on **Apps and integrations**, then navigate to **Zendesk API**. Make sure your _Token access_ is enabled, then copy the API token. (You'll need this token later on when you're connecting your Zendesk account to Zapier.)

Now we can begin creating your Zap. 

## Create monthly Zendesk tickets

Zapier lets you create automated workflows called Zaps, which send your information from one app to another. You can create your own Zap from scratch without any coding knowledge, but we also offer quick templates to get you started. 

If you'd like to start with a template, click the button below, and you'll be taken to the Zapier editor. You'll need to create a Zapier account if you don't already have one. Then, follow the directions below to set up your Zap.

## Set up your Schedule by Zapier trigger

First, set up your trigger—the event that starts your Zap. Search for and select **Schedule by Zapier** as the trigger app and **Every Month** as the trigger event. If you're starting from the Zap template above, this will already be selected for you. Click **Continue**.

Next, you'll set up the day of the month and the time you want to create the ticket. 

By default, you can select the time your ticket will be created on the hour. If you'd like more specificity, click on the **Custom** tab and [type in your preferred time](https://zapier.com/help/create/basics/different-field-types-in-zaps#step-1) (say, for example, 10:30 am instead of 10:00 am). 

Once you've set the time, click **Continue**. 

Next, click **Test trigger** so Zapier will pull the current day as a test. The time in your sample data might not match up with the day of the month you selected, but that doesn't mean there's an error. This is just sample data. Click **Continue**. 

## Set up your Zendesk action

Now let's set up the action—the event your Zap will perform once it's triggered. Select** Zendesk** as your action app and **Create Ticket **as your action event. Click **Continue. **

Connect your **Zendesk** account to Zapier and click **Continue**. 

If you haven't connected your Zendesk account to Zapier before, Zapier will open a separate window and ask you to fill in the account fields, agent email fields, and API token—which you saved before—to grant you access.  

**​​**Once you've connected your Zendesk account, it's time to customize what you want your ticket to say and where it will go in Zendesk.

Click on the dropdown under _Subject_ to select the data from your previous Schedule step you want to include. You can also add in your own text to customize the name of your support ticket. 

You can also select the assignee you want, choose collaborators (if more team members are involved), and enter their relevant email addresses. 

If you want this ticket to live inside a certain group in Zendesk, click on the dropdown under _Group_ and select the right option. Under _First Comment/Description_, you can customize the message for your ticket, then select whether or not you want this comment to be public. 

If you want to get even more specific, you can also set the status for your Zendesk ticket (open, pending, on hold), the type of ticket it is (task, incident, etc.), and the level of priority. 

Once you've finished customizing your ticket, click **Continue**. 

Now it's time to test your action. When you click **Test & Review **or **Test & Continue**, Zapier will create a ticket in Zendesk according to how you set up your ticket earlier. 

It's a good idea to test your Zap so you can check if your Zendesk ticket looks the way you want it to. 

If you're happy with your test, click **Turn on Zap**. If you still want to edit some things, just go back and make the tweaks you need. (You can keep testing until it looks the way you want.)

## Recurring support tickets 

From now on, you'll get a monthly ticket created for you, so you can get ahead of your general support tasks without missing a beat—and involve your team members whenever they need to be.