How to Add Automation in Zendesk
- George Apostolov
How to Add Automation in Zendesk: step-by-step guide
On the Admin Center tab, head over to the left-side panel and then click 'Objects and Rules'.
Scroll down to the Business Rules section and click 'Automations'.
Following that, tap the 'Add Automation' button at the top-right corner.
Write a unique title for the automation you're about to create.
After that, go to the Conditions section and then select your preferred conditions from the provided drop-down menus.
Next, access the Actions section below and choose your desired actions from the provided drop-down menus.
Once done, click 'Create Automation' to proceed.
After completing these steps, the automation will be created and enabled instantly.
Quick answer: To add automation in Zendesk, navigate to Objects and Rules in the Admin Center, select Automations in the Business Rules section, and click Add Automation. Enter a title, choose your preferred conditions and desired actions from the drop-down menus, and click Create Automation to create and instantly enable it.
About this Zendesk tutorial
Create and instantly enable custom workflows in Zendesk by configuring specific conditions and actions within the business rules settings. This guide shows how to add Automation in Zendesk in 8 steps, starting with "On the Admin Center tab, head over to the left-side panel and then click 'Objects and R..." and finishing with "After completing these steps, the automation will be created and enabled instantly". The interactive demo above is a click-through copy of the real Zendesk interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add Automation in Zendesk?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zendesk data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zendesk. Related guides: How to Add Contacts in Zendesk Sell, How to Add Macros in Zendesk and How to Add Organizations in Zendesk. Last reviewed 05 Oct 2026.
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