Tickets & Conversations

marcodirk
Participant

Automatically create a ticket note with ticket description

SOLVE

Hey all,

 

Is it possible to set up a workflow that automatically creates a note in a Ticket that contains the Ticket description? 

 

Cheers, 

Marco

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically create a ticket note with ticket description

SOLVE

Hi @marcodirk,

 

This is not possible at this stage. There aren't any workflow actions for creating notes. Other users have already requested this in the HubSpot Ideas section of the community, the product team is however currently not planning to implement this. I'd still recommend to upvote the thread and add a comment – the product team might come around and re-evaluate.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically create a ticket note with ticket description

SOLVE

Hi @marcodirk,

 

This is not possible at this stage. There aren't any workflow actions for creating notes. Other users have already requested this in the HubSpot Ideas section of the community, the product team is however currently not planning to implement this. I'd still recommend to upvote the thread and add a comment – the product team might come around and re-evaluate.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

marcodirk
Participant

Automatically create a ticket note with ticket description

SOLVE

That was quick! I'll have a look at the link you shared. Thanks Karsten!