How to use the Update Ticket node
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The “Update Ticket” node can be used to automatically update/modify pre-existing tickets in any CRM board. Keep your customer service and support processes organised by ensuring that ticket information is always up-to-date using the “Update Ticket” node
- Status Updates: Automatically change the status of a ticket based on customer interactions. For example, mark a ticket as "In Progress" when a customer responds to an inquiry.
- Timer Changes: Change the amount of the your teammate has to respond to the client. For ex: If your teammate has already responded but the client has another question, you can add some more time for them to respond
How to use the Update Ticket node
Step 1: Setup your message flow and navigate to the node where you want to update a ticket
Step 2: Click on “Choose Next Step” and select “Update Ticket”
Step 3: Select which ticket you want to update. You can choose the latest ticket in any CRM board, or manually select a particular ticket
Step 4: Select the updated CRM board and stage for your new ticket
Step 5(Optional): Set a timer for the ticket. This indicates how much time your teammate has to respond to/close the ticket. Leave empty if you don’t want to set a timer