1.Monitor new request from portal
Integrate Jira Service Management and ticket routing data tools to detect new customer portal requests to start routing.
Create routed team ticket from incoming support requests
Automatically monitor new customer portal requests across Jira Service Management and support routing apps. Get instant team updates when issues are created in the right project, enriched with form answers, and posted to the right channelβso you can stop manual triage and keep support moving.
How this automation routes tickets to the right team
When new customer portal requests keep landing in one inbox, delays can break SLA timelines. This automation pulls request form answers, builds the routed issue, creates it in Jira Software Cloud, and posts the team updateβso your team can resolve faster.
Jira Service Managementor swap with your favorite app
2.Get form design and answers
Integrate Webhooks by Zapier and workflow mapping tools to pull the form design and rich answers for assembling the ticket description.
Webhooks by Zapieror swap with your favorite app
3.Build issue payload
Integrate Code by Zapier and data transformation tools to combine form payload and routing rules to build a routed Jira issue payload.
Code by Zapieror swap with your favorite app
4.Create issue and attach files
Integrate Jira Software Cloud and attachment handling tools to create the routed issue and attach original files when present.
Jira Software Cloudor swap with your favorite app
5.Post message to team channel
Integrate Slack and chat notifications tools to post a formatted update with issue key, priority, and an answer excerpt for the right team channel.
Slackor 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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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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