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ℹ️ Ticket forms are used to support different request types. What you can do with them depends on the plan you have. Learn more. |
Ticket forms in Zendesk can be updated automatically by combining the Add Tag action in the Ultimate Dashboard and a Zendesk trigger. To set this up, follow the steps below:
- In the Ultimate Dashboard, set up an Add Tag action at the intent level.
- Make sure this one comes before all other actions
- In Zendesk Admin Center, add a trigger.
- Name the trigger to match the intent
- Add a condition to make sure only tickets that have the desired tag are affected
- Add an action and select the form you'd like to update
Example
In this example, I would like to make sure all tickets regarding login issues are tagged and forms updated.
- In the Ultimate Dashboard, set up an Add Tag action at the intent level to add a "login_problem" tag.
2. In Zendesk Admin Center, add a trigger. 
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- Name the trigger to match the intent
- Add a condition to make sure only tickets that have the desired tag are affected
- Add an action and select the form you'd like to update
