Hi Hubspot Community,
I’m Pat. I’m new to Hubspot and am enjoying working on this tool so far. I am currently updating and making changes to our ticketing pipeline and I am just curious, is it possible to automatically (without having to assign them manually) move tickets to various owners every week in our pipeline?
What I’m trying to do:
- Make a specific ticket that is able to rotate on the following owners automatically
- 1st week: CSR 1
- 2nd week: CSR 2
- 3rd week: CSR 3
- 4th week: CSR 4
Please let me know if this is possible.
Thank you 
Hey, @PBagares 
Are you looking to create an app that will do this for you via our endpoints? Or are you looking for an in-app solution such as using Workflows? This will help our community members better understand how they might be able to assist you.
Best,
Jaycee
Hi @Jaycee_Lewis! Thanks for your response. So, I am looking for an in-app solution like workflows.
Thanks!
Thanks for clarifying, @PBagares! Let’s tag some of our amazing community champions into the conversation — hey @danmoyle @CHawkins @Kevin-C @Jnix284 do you have any Workflow-based suggestions for @PBagares?
Thank you very much for taking a look! — Jaycee
Shoutout to @CHawkins and @Jnix284 for giving two great options 
I hoped they helped get you moving forward @PBagares! — Jaycee
Hi Jaycee,
I wanted to reply to them but it is giving me this error
Also, I saw this on Casey’s reply and would want to know if this is free?
Please let me know.
Thank you!
It is included in the workflow subscription, it depends which HubSpot plan you are on if the if/then branching is avaliable.
Hi @PBagares, welcome to HubSpot!
The best workaround I can think of is creating a ticket workflow with and if/then branch by “Create Date” and enter in the week of creation for each rep:
You could then assign different owners for each week.
The problem/limitation with this is you would still need to manually update this workflow with upcoming dates. You could preload a month, or longer of week dates but, eventually you’ll need to update this with the new dates.
There are a few apps on the marketplace that help with more complicated lead routing rules, they may have more capabilities to support this as well:
P.S. - Thanks for the tag @Jaycee_Lewis
@PBagares for a workflow solution, I would recommend a ticket based workflow like this:
Triggers:
Ticket Status = not Closed (or whatever statuses you need to include in the rotation).
Create an if/then branch for each of the existing owners
If CSR 1 - delay 5 days, check status, reassign to CSR 2.
If CSR 2 - delay 5 days, check status, reassign to CSR 3.
If CSR 3 - delay 5 days, check status, reassign to CSR 4.
If CSR 4 - delay 5 days, check status, reassign to CSR 1.
For the enrollment criteria, you’ll want to set it to only run on weekdays and allow for re-enrollment - this is where it can get complicated, as a ticket won’t generally run through the same workflow twice.
One option would be to create a second workflow that does the same thing, so that at the end of the first workflow it enrolls them in the second workflow and at the end of the second workflow it can enroll them back into the first.
If you go this route, you’ll want to make sure you’ve updated the enrollment and trigger criteria correctly and fully test it out (create a trigger criteria for a specific test ticket, like ticket name is exactly “my test ticket” and verify it moves through the branches correctly - you can shorten the delays to a few minutes each to verify the logic).
