How to create a Zendesk ticket every month on a set day
By Jake Marsh · Updated
To create a Zendesk ticket every month, install Everytide, open it from the left navigation bar (the calendar icon) and choose New schedule. Under Repeats choose Monthly, every 1 month (3 for quarterly), then pick A day of the month, The last day, A weekday (2nd Tuesday...) or A business day (1st, last...). Set the time and time zone, fill in The ticket, check Next runs and click Save schedule.
Steps
- Open Everytide and choose New schedule. Give it a Schedule name, such as "Monthly access review".
- Choose Monthly under Repeats and set Every to 1 for monthly, 3 for quarterly, 6 for twice a year.
- Pick which day. See the table below.
- Set the time, Time zone and Starts date. Each schedule has its own time zone, and daylight saving is handled.
- Choose when it Ends: Never, On a date, or After a number of runs, such as 12.
- Fill in The ticket: Subject, Description (Internal note or Public reply), Requester, Group, Assignee, Type, Priority, Status, Form, Brand, Tags and Custom fields. For Type Task, set Due (days after the run).
- Check Next runs and Next ticket on the right. They show the coming dates and the ticket exactly as Zendesk will receive it.
- Click Save schedule, then Run now once to see a real ticket. Run now creates one extra ticket and leaves the schedule unchanged.
Which day of the month
| Option | Example | Notes |
|---|---|---|
| A day of the month | The 15th | The 29th to 31st fall on the last day of shorter months |
| The last day | The 30th, 31st or 28th/29th | Always the month's final day |
| A weekday (2nd Tuesday...) | The 2nd Tuesday, the last Friday | First, Second, Third, Fourth or Last |
| A business day (1st, last...) | The 1st business day, the last business day | Business days come from a Zendesk schedule or Monday to Friday |
For a yearly ticket, choose Yearly and a Month, with the same day choices: "every year in June on the 1st business day at 09:00".
Common schedules
| Job | Repeats | Day |
|---|---|---|
| Monthly printer maintenance | Monthly, every 1 | A day of the month: 1st |
| Monthly report due at month end | Monthly, every 1 | A business day: last |
| Patch review on the 2nd Tuesday | Monthly, every 1 | A weekday: Second Tuesday |
| Timesheet reminder | Monthly, every 1 | A weekday: Last Friday |
| Quarterly access review | Monthly, every 3, starting in January | A business day: 1st |
| Yearly vendor audit | Yearly, March | A day of the month: 1st |
Say which month the ticket is for
Put run placeholders in the subject, such as "Access review {{run.month}} {{run.year}}" or "{{run.quarter}} vendor audit". They are filled from the run's own date. See how to put the month or quarter in recurring ticket subjects.
Manage the schedule later
A schedule's page shows the next 10 runs and its Recent tickets, and offers Run now, Skip next run, Pause / Resume, Edit, Duplicate and Delete. Deleting a schedule leaves its tickets in Zendesk. Runs that fall while a schedule is paused are not created later.
What it costs
Everytide is $120 a month per Zendesk account on the Standard plan, with unlimited schedules and every feature. Billed monthly by Zendesk after a 14-day trial; Zendesk asks for a card at install. The Everytide documentation covers every option.
Everytide
Recurring tickets on a calendar: 2nd Tuesday, last business day, quarterly. No outside service. $120 a month per Zendesk account.
Questions
Will this month's ticket arrive if last month's is still open?
Yes. Everytide creates tickets on calendar dates, not when the previous one is solved. Both carry the schedule's tag, so a view shows which months are still outstanding.
What if the 1st falls on a weekend?
Use A business day (1st) instead of A day of the month, or set When a run lands on a closed day to move it to the next business day. See how to skip weekends and holidays.
Can I make the ticket a task with a due date?
Yes. Set Type to Task and Due (days after the run). The {{run.due_date}} placeholder prints that date.
How exact is the time?
Runs are created within a few minutes of their time while someone on your team has Zendesk open. If nobody is signed in, the run is created when the first agent signs in, unless you choose to skip missed runs.
More Everytide guides
- How to skip weekends and holidays with recurring Zendesk tickets
- How to put the month or quarter in recurring Zendesk ticket subjects
More Zendesk guides
- How to cancel a VTEX order from a Zendesk ticket (Feirawell for VTEX)
- How to change a Shopware order status from Zendesk (Creelwell for Shopware)
- How to import old emails into Zendesk as tickets (Ferrywell)
- How to route tickets from at-risk customers in Zendesk (Heartwell)