Create Organization activity
An activity that can assign your customers manually or automatically to create an organization by their email address domain in Zendesk.
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Configure the Create Organization activity
To configure the Create Organization activity, do the procedure in this topic.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Zendesk tab.
- On the Zendesk
tab, drag the Create Organization
activity onto your process.
General Configuration
Specifies the basic settings for the Create Organization activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Create Organization Configuration
Specifies the information about an organization to create in Zendesk.
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Fields
Field Name | Definition |
---|---|
Zendesk |
|
Create |
|
Organization Name |
|
Domain Names |
|
Tags |
|
Details |
|
Notes |
|
Store Response Organization ID to this Variable |
|