ClickUp + Halo Service Solutions
Create tasks in ClickUp from new tickets in Halo Service Solutions
When a new ticket is raised in Halo Service Solutions, this workflow instantly creates a related task in ClickUp. It helps to organize your customer service requests and ensures timely resolution by streamlining the process between your customer service platform and project management tool. Benefit from a simplified and efficient process, making sure no ticket falls through the cracks.
When a new ticket is raised in Halo Service Solutions, this workflow instantly creates a related task in ClickUp. It helps to organize your customer service requests and ensures timely resolution by streamlining the process between your customer service platform and project management tool. Benefit from a simplified and efficient process, making sure no ticket falls through the cracks.
- When this happens...New Ticket
Triggers when a new ticket is created in Halo.
- automatically do this!Create Task
Creates a new task.
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DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Top Level
Important Customer
Site Name
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
Email AddressRequired
Ticket TypeRequired
Summary
Details
Priority
WorkspaceRequired
Try It
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Customer NameRequired
Main SiteRequired
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
NameRequired
Customer NameRequired
Site NameRequired
Email Address
Network Login
Work Phone Number
Mobile Phone Number
WorkspaceRequired
Try It
