How to Auto-close Follow-Up Tickets in Zendesk?

Created with Trainn AI

Here’s a step by step tutorial on how to auto-close follow-up tickets in Zendesk:

1. First, create a tag for your follow-up tickets so that automations can recognize them as follow-ups.

auto-close follow-up tickets in zendesk - step 1

2. To set up automations, go to settings.

auto-close follow-up tickets in zendesk - step 2

3. Click on "Go to Admin Center" in the notification bar.

auto-close follow-up tickets in zendesk - step 3

4. In the Admin Center, click on "Objects and rules" in the sidebar.

auto-close follow-up tickets in zendesk - step 4

5. Under "Business rules", click on "Automations".

auto-close follow-up tickets in zendesk - step 5

6. Click the "Add automation" button on the Automations page.

auto-close follow-up tickets in zendesk - step 6

7. Enter the automation title called "Auto-Close Follow up Tickets".

auto-close follow-up tickets in zendesk - step 7

8. Set "Ticket Tag" as "Followup_ticket". This means the condition will only activate, if the tag is present.

auto-close follow-up tickets in zendesk - step 8

9. Set the "Ticket Status" as "Solved". This means only Follow_up tickets which were marked as "Solved" will be considered by the automation.

auto-close follow-up tickets in zendesk - step 9

10. Setup automation to trigger at a suitable time.

auto-close follow-up tickets in zendesk - step 10

11. Set action as "Ticket Category" equal to "Closed".

auto-close follow-up tickets in zendesk - step 11

12. Now click on "Submit".

auto-close follow-up tickets in zendesk - step 12

13. Your automation is successfuly set. The follow-up ticket will automatically be closed when it meets all the pre-set conditions.

auto-close follow-up tickets in zendesk - step 13

14. Once the trigger is accepted, the follow-up ticket will be closed.

auto-close follow-up tickets in zendesk - step 14

Congratulations! You just learnt how to auto-close follow-up tickets in Zendesk using automations.