How to automatically update organization tags due to date change (mapped from CRM)? | Community
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How to automatically update organization tags due to date change (mapped from CRM)?

  • November 26, 2021
  • 1 reply
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Hello all,

this is my first post here. I'm setting up my Support and Guide and I'm surprised all of the Zendesk possibilities :) 

We have 2 levels of customer service:

1) Basic - for customers without maintenance

2) Full - for customers with maintenance

Maintenance is offered for one year with possibility of renew. 

Depending on the 2 above options we offer 2 different levels of services and content. 

So - I'm trying to reflect our process with tags - (i.e. 'MNT' - with Maintenance and 'nMNT' - no maintenance) assigned to organization. I'm going to establish mapping between our CRM and Zendesk to getting info about expiring date (of Maintenance) and then to populate proper date field in Zendesk:

  • If date is in range 1 next day then tag is 'MNT'
  • If date is in range 3 previous days then tag is 'nMNT'. 

I found that tickets that are not closed but have more than 100 automations run during life of the ticket are excluded from the automations runs periodic (i.e.monthly). And that's something that I need - monthly checking data field mentioned above. 

I hope I made it clear :)

Do you know any workaround? 3rd app or something? 

 

1 reply

Dan32
  • December 2, 2021

Hey Jakub,

You'd likely need to build something custom for this. I would look at designing an app that that receives an event from your CRM when a customer signs up and then have it store your customer's maintenance date and ZD Org ID outside of Zendesk. That app would then execute a nightly job that would check all the accounts it has and compare the maintenance expiry date against today's date and then depending on the result, update the Org tags via API to reflect their maintenance state (using the Org ID we stored earlier)