CRM

JDiaz37
Membre

Workflow to create multiple tickets

Hi! I need to create 1 ticket for each line item associated to a Deal. Is it possible throuhg workflows? 

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2 Réponses
sviaud
Contributeur de premier rang | Partenaire solutions Platinum
Contributeur de premier rang | Partenaire solutions Platinum

Workflow to create multiple tickets

Hi @JDiaz37 

 

You can create a deal based workflow that triggers a ticket creation for every line item.

However in order to trigger the workflow the line item needs to be edited / created (any property change could work).

 

Hope this helps,

Stephane

Agence Mi4 - Data DrivenFounder @ Mi4
Agence Inbound Marketing & partenaire Hubspot Platinum

Expert Inbound Marketing | ABM | Lead Generation B2B, et spécialiste Hubspot.


Discutons de votre projet !

TitiCuisset
Gestionnaire de communauté
Gestionnaire de communauté

Workflow to create multiple tickets

Hi @JDiaz37 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @sviaud @Bruno_Teixeira @APrigent do you have any thoughts for @JDiaz37 on this? 

 

Thank you!

Best

Tiphaine


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