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PJas
Participant

Tickets every month

SOLVE

Hello,

 

How can I create a workflow that will generate a specific ticket every month? For example - every first day of the month?

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

Tickets every month

SOLVE

Hi @PJas,

 

This can be achieved with a scheduled workflow in Operations Hub Professional: https://knowledge.hubspot.com/workflows/create-a-scheduled-trigger-workflow

 

You would still need a base record, for example your own contact or a ticket blueprint, that enrolls in this workflow monthly. You can then use the "Create record" action to specify the details of the ticket to be created.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tickets every month

SOLVE

Hi @PJas,

 

This can be achieved with a scheduled workflow in Operations Hub Professional: https://knowledge.hubspot.com/workflows/create-a-scheduled-trigger-workflow

 

You would still need a base record, for example your own contact or a ticket blueprint, that enrolls in this workflow monthly. You can then use the "Create record" action to specify the details of the ticket to be created.

 

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.