Keep IT audit trails for support outgoing mail

IT sees outgoing support mail miss the CRM, creating audit gaps and lost attachments on cases. Log every form as a case activity with files attached so support agents have auditable case histories.

Overview

Outgoing support mail that bypasses the CRM creates audit risk and missing attachments that frustrate support agents. This workflow captures each form submission as a case activity with files attached, closing audit gaps and delivering auditable case histories so agents can resolve inquiries with confidence.

Notable Features

Create case activities with attachments
Attach uploaded files to CRM
Notify support agents of activity