Link Workflows - contact and ticket

Marketing & Content Lists, Lead Scoring & Workflows
1

I created a Contact based workflow that triggers a Ticket when we create a Task with an specific subject line. I want to trigger a slack notification including the Contact information and Ticket Information.

In the Contact based worklow I only get the option to add Contact information to the slack notification, so I created a second Ticket based workflow that triggers a slack notification but with that one I only get the option to add Ticket information. Is there any way to link these two? Any other ideas of how to get all the info I need?

This is what I need:

Task > Ticket > Slack notification (including contact and ticket tokens)

Thanks!

2

Hi @LauJimenezLF,

Thanks for reaching out!

I wanted to add some experts to our conversation to see if they have any ideas.

Hi @Josh, @Aakar, @himanshurauthan, @webdew - Do you have any suggestions for @LauJimenezLF?

Thanks!

Best,

Kristen

3

Hi @kvlschaefer thank you for tagging me in.

So @LauJimenezLF you can create a contact-based workflow for the notification on slack. But you can not include the ticket property. But there is a workaround which is as follows:

You can copy the ticket property to the contact property and, then you can create the slack notification on the contact-based workflow

I hope this will solve your query.

Best regards,

4

Thank you!