Automatically create a ticket when replying to an old email thread
SOLVE
Hi,
We have an inbox connected that will create a Ticket when a contact sends us an email. It works except when a contact replies to an old email thread (before the inbox was connected). In that case, the inbox workflow won't create a ticket but it will create a new activity for the email reply to the Activities tab of the contact. We contacted a Hubspot specialist and they confirmed that this behavior seems to be correct.
How could we automatically create a ticket for these cases? I tried different ways but all of them seem to be missing something:
Contact Workflow with an Enrollment trigger as Activity Email subject is Known: however there is no filter type for "contact doesn't have any ticket".
Hubspot API/Webhook: we can trigger a webhook when the property notes_last_updated (last activity date) changes, however, there is no API to retrieve all the activity of a contact.
Automatically create a ticket when replying to an old email thread
SOLVE
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associated to the contact:
You could then use this property in your workflow along with the Email subject known trigger:
My interface for creating a custom property for contacts seems to be a bit different.
After choosing "Ticket", it asks for a mandatory ticket property. There is no property related to "associated to the contact" so the result of the calculation is the sum of ALL existing tickets.
Automatically create a ticket when replying to an old email thread
SOLVE
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associated to the contact:
You could then use this property in your workflow along with the Email subject known trigger: