Tickets every month

[PJas]

Hello,

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

[karstenkoehler · Accepted solution]

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!