Keep IT support tickets linked to insurance portal submissions

IT teams lose insurance form context when ticket IDs are wrong, forcing searches and delaying resolution. This flow attaches submissions to the correct ticket or creates one so agents have full case details.

Overview

Unlinked insurance portal submissions force IT to chase missing context and risk SLA breaches. This workflow ensures every submission is attached to the referenced ticket or becomes a new ticket when IDs fail, eliminating manual lookup so agents get complete case details and faster handoffs.

Notable Features

Attach submissions to tickets
Create new ticket on invalid ID
Notify support agents with details