Instantly assign an owner to the customer message
- Bec Hu |
- 10 steps |
- 14 seconds
1
Go to [https://zapier.com/app/zaps](https://zapier.com/app/zaps) to start building your Zap
2
Click "Create Zap"
3
In your Trigger, select "Channeled" as your App Event
4
In your Trigger Event, select "When a New Message Is Created"
5
Authenticate using the workspace you use with Channeled and click "Continue"
6
Make sure Zapier produces a test message. Sometimes you need to refresh the page to see this! Then, click "Continue" to create your Action
7
In your Action, select "Channeled" as your App Event
8
In your Action, select "Update a Thread" and click "Continue"
9
Set up your action by identifying/mapping the message you'll be assigning. Most importantly, select the ID from your previous step as the "Thread ID" – do not type in a hard-coded number here!
10
Under "Owner Name", select "Customer Owner". This will automatically assign the item to the name of the customer owner you've designated within Channeled.
If you haven't assigned Customer Owners in Channeled, you can also enter one person's Slack name directly here (this would result in all new messages automatically assigned to that person).