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Create implementation kickoff tickets and assign starter tasks

Create implementation kickoff tickets and assign starter tasks

You get onboarding form submissions that need manual ticketing, delaying setup and losing uploaded catalogs. The workflow creates the kickoff ticket, links uploads, and assigns starter tasks so work starts same day.

Create implementation kickoff tickets and assign starter tasks

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Overview

Onboarding form responses often require manual ticket creation, which delays setup and frustrates customers. This flow turns each submission into a kickoff ticket with linked uploads and a starter task, so Implementation Specialists can begin work same day and ownership is always clear.

Create implementation kickoff tickets and assign starter tasks