Tickets & Conversations

Michelag
Member

Automatically close ticket when the associated conversation is closed

SOLVE

Hi, 

I'm trying to set up a workflow to close the ticket associated to a conversation that has been closed because now it's easy to close a conversation but not the ticket.

Someone can help?

Thank you

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Automatically close ticket when the associated conversation is closed

SOLVE

Hey @Michelag, thanks for reaching out!

 

Would something like this work:

 

Screen Shot 2023-05-31 at 4.00.56 PM.png

 

This is assuming that you always have one conversation per ticket and that a conversation being closed always means that the ticket should be closed.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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4 Replies 4
Michelag
Member

Automatically close ticket when the associated conversation is closed

SOLVE

Thank you!

jolle
Recognized Expert | Partner
Recognized Expert | Partner

Automatically close ticket when the associated conversation is closed

SOLVE

You got it!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
0 Upvotes
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Automatically close ticket when the associated conversation is closed

SOLVE

Hey @Michelag, thanks for reaching out!

 

Would something like this work:

 

Screen Shot 2023-05-31 at 4.00.56 PM.png

 

This is assuming that you always have one conversation per ticket and that a conversation being closed always means that the ticket should be closed.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
GMarkham
Contributor

Automatically close ticket when the associated conversation is closed

SOLVE

Hello @jolle,

 

Thank you - this worked to close the "ticket" when closing the "associated conversation".

 

However, it just closes the ticket immediately, witihout users having to fill out the dependant properties for the closed ticket stage.

 

These include "Ticket Resolution, Ticket Category", etc.

 

When a user manually closes a ticket, they are required to fill out all of these dependant properties before they can move the ticket to closed.

 

With this conversation/ticket workflow, the ticket bypasses the required properties pop up form and just closes the ticket immediately with empty fields (resolution etc)

0 Upvotes