Automatically create a ticket note with ticket description

Service Hub Tickets & Conversations
1

Hey all,

Is it possible to set up a workflow that automatically creates a note in a Ticket that contains the Ticket description?

Cheers,

Marco

2

Hi @marcodirk,

This is not possible at this stage. There aren’t any workflow actions for creating notes. Other users have already requested this in the HubSpot Ideas section of the community, the product team is however currently not planning to implement this. I’d still recommend to upvote the thread and add a comment – the product team might come around and re-evaluate.

Best regards!

3

That was quick! I’ll have a look at the link you shared. Thanks Karsten!

4

Hi @marcodirk,

Good news, this is now possible!

Workflows

Create note workflow action

November 7, 2024

What is it?

You can now automatically create notes using the new “Create note” workflow action.

Why does it matter?

Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new “Create note” workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.

How does it work?

To use the action, create a new workflow and set up your trigger.

  • Search workflow actions or view the CRM action category to find the “Create note” action
  • Select the action and draft the note body
  • Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired

The workflow automatically associates the note with the enrolled record.

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise

You can find the beta here:

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If you want to make it easier for others to find this product update and beta, you can accept my reply as a solution. I’d appreciate it.

Have a great day!