Automate IRIS CRM Helpdesk Ticket Creation


Automatically create helpdesk tickets using IRIS CRM's status triggers to ensure essential tasks are completed as part of your established workflows. Avoid users forgetting to create a ticket and save them the time by automating it. All auto created tickets inherit the ticket type defaults and can be configured with dynamic subject and description for accurate details.

Topical Chapters

0:00 - Introduction
0:41 - Manage Status Triggers
2:04 - Add Ticket Creation Trigger
3:37 - Dynamic Default Values
4:48 - Status Trigger Demo
5:36 - User Class Assignment
6:54 - Benefits for Administrators