Putting Info from organisation card into custom fields on a ticket | Community
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Putting Info from organisation card into custom fields on a ticket

  • February 7, 2023
  • 2 replies
  • 0 views

I have info on custom fields on the organization card that is pulled into Zendesk with a SQL sync tool.

 

I have custom fields on a Form that I want to auto-populate when a ticket comes in from that organization.

Is it possible?

 

2 replies

Dekbi
  • February 8, 2023
Hi Zac,
 
You can use 'Triggers' to auto-populate information on the custom fields that you have on a ticket form.
 
For your reference: About triggers and how they work

Here's a sample trigger:
 


  • Author
  • February 14, 2023

It's a custom field in the organization card.

I have a "Shipping Agent" field on the organization card when a ticket comes in form that organization I want it to automatically fill the "Shipping agent" field in the custom field on the ticket 

 

We have 2500 customers and i want to find a way to do this without creating 2500 triggers