Customer Relationship and Support AutomationsPurpose
1.2 Streamline intake from multiple digital sources (inbound email, branded website forms) to ensure quick and accurate issue tracking.
1.3 Enable faster, standardized responses to client requests, complaints, delivery issues, or order inquiries.
1.4 Capture essential customer/contact data automatically and assign to relevant internal teams without manual data entry.
1.5 Create audit trail by retaining all communication context in a single platform.
Trigger Conditions
2.2 Submission of customer inquiry form on web portal.
2.3 Specific keywords or issue categories present in message subject/body (e.g., “delivery late”, “order incorrect”).
2.4 New submission into CRM lead or support object flagged as “support needed.”
2.5 Out-of-office hours triggers for after-hours issue escalation.
Platform Variants
• Feature: “New Email” trigger event via Office 365 API or webhook.
• Sample: Configure using Graph API, monitor shared support mailbox.
3.2 Gmail
• Feature: “New mail in inbox” via Gmail API.
• Sample: Watch for [email protected] label, extract content.
3.3 Google Forms
• Feature: “Form Submission” webhook export.
• Sample: Configure form response export to webhook/automation endpoint.
3.4 Typeform
• Feature: “New Response” via Typeform webhook.
• Sample: Link Typeform results via integration to process ticket data.
3.5 JotForm
• Feature: Incoming submissions pushed by integration to ticketing system API.
• Sample: Enable JotForm Webhook to pass structured responses.
3.6 Zendesk
• Feature: Tickets created via REST API (POST /api/v2/tickets).
• Sample: Use “create ticket” endpoint to lodge incoming requests.
3.7 Freshdesk
• Feature: Ticket creation via API (POST /api/v2/tickets or webhook).
• Sample: Configure with API key, push new tickets for each trigger.
3.8 Salesforce Service Cloud
• Feature: Create Case API (POST /services/data/vXX.X/sobjects/Case/).
• Sample: Use email parser and API to generate service cases.
3.9 HubSpot Service
• Feature: Service Ticket API (POST /crm/v3/objects/tickets).
• Sample: Configure pipeline for email/form ticket merge.
3.10 Zoho Desk
• Feature: API endpoint (POST /api/v1/tickets) for ticket creation.
• Sample: Push parsed emails/forms directly as tickets via API key.
3.11 Intercom
• Feature: API to create conversations/tickets (POST /conversations).
• Sample: Intake lead/support request from email to Intercom.
3.12 ServiceNow
• Feature: REST API to create incident (POST /api/now/table/incident).
• Sample: Map external request data fields to ServiceNow incident.
3.13 Jira Service Management
• Feature: Create Issue REST API (POST /rest/api/3/issue).
• Sample: Email/web form submission mapped to JSM ticket types.
3.14 Monday.com
• Feature: Item creation API (mutation create_item).
• Sample: Email/form intake mapped to board columns as ticket.
3.15 Asana
• Feature: Tasks API (POST /tasks).
• Sample: Each inbound request logs as task in support project.
3.16 Trello
• Feature: Create Card endpoint (POST /1/cards).
• Sample: Route support messages to Trello “Support Tickets” board.
3.17 Slack
• Feature: Incoming Webhooks + Workflow Builder.
• Sample: Post new tickets as messages in #support, trigger workflow.
3.18 Notion
• Feature: API for database entry creation (POST /v1/pages).
• Sample: Save ticket content as page in support database.
3.19 Mailgun
• Feature: Inbound email webhook.
• Sample: Receive support@ emails and push parsed content to downstream.
3.20 Webflow Forms
• Feature: Form submission webhook/post endpoint.
• Sample: Route Webflow form fills to ticketing workflow.
Benefits
4.2 Reduces customer wait times with instant ticket assignment.
4.3 Enhances reporting with full record of request origins and details.
4.4 Ensures cross-channel inquiries converge to a single tracking workflow.
4.5 Automates internal escalation and SLA enforcement for support teams.