Create a note in the associated company when closing a ticket

Service Hub Tickets & Conversations
1

Is it possible to create an automation workflow that creates a note in the associated company when closing a ticket?

I only found options to create notes on the ticket itself and not on the company.

2

Hi @ASantos10,

Assuming that you want to include some information about the ticket in the note, here’s how to best solve this:

  1. Create a company field “Last ticket content” or similar (multi-line text)
  2. In a ticket-based workflow, enroll your closed ticket, then push whatever content you want to be on the note into the “Last ticket content” field using the “Edit record” workflow action
  3. Use an additional company-based workflow that re-enrolls copmanies when “Last ticket content is known”, then create the note, then use “Edit record” to clear the value of “Last ticket content”

Best regards!