1.Monitor new sent support emails
Integrate Microsoft Outlook and email tools to detect new sent support emails and route qualifying messages to ticket logging.
Create service tickets from sent support emails rapidly
Automatically monitor new support emails in Sent Items across Microsoft Outlook. Create and update when qualifying messages match your filters—so you can log message details, create service tickets, and create reporter users without manual ticket entry.
How this automation accelerates your ticket creation
When new sent support emails arrive, delays can pile up in your queue. This automation filters messages, logs them in Zapier Tables, and creates tickets in Halo Service Solutions—so your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Filters messages by Zapier criteria
Integrate Filter by Zapier and automation rules to continue only for qualifying messages while skipping automated notifications and system messages.
Filter by Zapieror swap with your favorite app
3.Creates a reporter ticket log
Integrate Zapier Tables and reporting tables to create a log record and map recipients, sender, subject, and body to ticket fields.
Zapier Tablesor swap with your favorite app
4.Creates a service ticket
Integrate Halo Service Solutions and case management to create a ticket and set priority from the logged summary and details.
Halo Service Solutionsor swap with your favorite app
5.Creates a user fallback and retries
Integrate Halo Service Solutions and customer directory tools to create a user by email when needed, then retry ticket creation.
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Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
Set up in minutes
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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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