Create support ticket and client folder from request
Create support ticket and client folder from request
Your incoming support records lack foldered files and context, delaying triage and creating rework. Create tickets and a client folder so agents have full files and context the same day.
Workflow preview:
Zap details:
Overview
When external records arrive without folders or attachments, agents spend time hunting for files and context. This flow generates a ticket, creates a client folder, and stores submitted files so agents receive complete case context within minutes and can act the same day.