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Automation Rules

Event: Ticket Created

Overview

The Ticket Created event is triggered when a new ticket is created in your workspace. This event allows you to automatically apply rules as soon as a ticket is generated, helping ensure tickets are categorized, prioritized, and handled correctly from the start.

For this event, each automation rule can include multiple conditions and multiple actions. All conditions must be met for the rule to run, and when they are, all configured actions will be executed automatically.


Conditions

Conditions define when the automation rule should be triggered. You can combine multiple conditions to create more precise ticket automation.

Ticket Description

This condition checks the content of the ticket description. It allows you to trigger automation based on specific keywords or phrases provided in the ticket details.

Ticket Subject

This condition checks the ticket subject. It is useful for identifying the ticket's purpose or category based on its title.

Ticket Label

This condition checks the labels assigned to the ticket. It helps target automation rules for tickets that already contain specific labels.


Actions

Actions define what happens when the conditions are met. You can configure one or more actions to be executed automatically.

Add Multiple Labels

Automatically adds one or more labels to the ticket. This helps improve ticket categorization and makes tickets easier to filter and manage.

Send Comment

Automatically sends a comment to the ticket. This is typically used to provide updates or responses that are visible to relevant users.

Send Private Note

Automatically adds a private note to the ticket. This is useful for internal communication and is only visible to agents.

Set Priority

Automatically sets the ticket priority based on the defined conditions, ensuring urgent issues are handled appropriately.

Set Status

Automatically updates the ticket status. This helps keep ticket workflows consistent and up to date without manual intervention.


Example

Scenario

Automatically prioritize and categorize urgent tickets.

Automation Setup

ConfigurationValue
ConditionsTicket Subject contains "urgent", and
Ticket Label is "support"
ActionsAdd labels "urgent", "high-priority"
Set priority to High
Set status to Open

Outcome

When an urgent support ticket is created, it is immediately labeled and prioritized, and its status is updated so agents can take action without manual setup.

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