1.Receives ticket and note payload
Integrate Sub-Zap by Zapier and ticket note parsing tools to detect ticket id, board, and note payload data to start routing.
Assign ticket board, type, and subtype from notes
Automatically detect ticket note payloads and ticket payloads across Zapier Tables and ConnectWise Manage. Create and update ticket routing details when ticket id is received, note text is provided, or payload changesβso you can update boards and types without manual triage.
How this automation assigns the right ticket details
When ticket routing details arrive without a consistent board and type, support work stalls and misroutes increase. This automation looks up ticket types, analyzes notes with confidence, and updates the ConnectWise Manage ticket recordβso your team routes faster without manual triage.
Sub-Zap by Zapieror swap with your favorite app
2.Finds ticket type reference rows
Integrate Zapier Tables and reference-table lookup tools to find ticket type records and map them to an AI type map.
Zapier Tablesor swap with your favorite app
3.Parses text and returns routing ids
Integrate AI by Zapier and ticket text analysis tools to analyze ticket payload and note payload and return board, type, subtype, and confidence.
AI by Zapieror swap with your favorite app
4.Filters by confidence threshold
Integrate Filter by Zapier and rule engines to continue only when AI confidence passes the configured threshold for ticket updates.
Filter by Zapieror swap with your favorite app
5.Updates ticket board and type
Integrate ConnectWise Manage and CRM update tools to patch ticket board id, type id, optional subtype id, and status fields.
ConnectWise Manageor swap with your favorite app
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Accelerate ticket resolution with automated assignment rules, priority routing, and queue updates
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