Create original portal message as an internal ticket note
Create original portal message as an internal ticket note
Portal submissions detached from tickets hide the original customer message for triage. The workflow attaches the source text so project managers can respond with full context same day.
Workflow preview:
Zap details:
Overview
Unattached portal messages force project managers to hunt for original context and slow triage. This flow appends the portal submission as an internal ticket note so project managers and coordinators see the full message and can act with confidence the same day.