1.Detect new case record
Integrate Salesforce and CRM case tools to detect new support cases for call deletion requests.
Create call deletion issue from new support case
Automatically monitor New Record (Case) events across Salesforce for call recording deletion requests. Create and update a platform ops issue when eligibility checks pass, so you can validate cases, update issue keys, and move tickets forward without manual triage.
How this automation streamlines call deletion requests
When a call deletion request arrives as a new case, delays can slow platform changes and prolong risk. This automation validates qualifying cases, creates Jira issues, and updates Salesforce case recordsβso your team can resolve requests without manual triage.
Salesforceor swap with your favorite app
2.Filter to qualifying call deletion requests
Integrate Filter by Zapier and ticket routing logic to continue only qualifying call recording deletion requests.
Filter by Zapieror swap with your favorite app
3.Retrieve related account and case attachments
Integrate Salesforce and account lookup tools to retrieve case attachments and related account context.
4.Generate issue summary from case context
Integrate Code by Zapier and formatting tools to compile a concise issue summary for platform ops.
Code by Zapieror swap with your favorite app
5.Create platform ops issue in Jira
Integrate Jira Software Cloud and issue tracking tools to create a platform ops issue from case details.
Jira Software Cloudor swap with your favorite app
6.Update case with Jira issue key and status
Integrate Salesforce and ticket workflow tools to update the case with the issue key and stage.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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