Tag tickets based on tags of created by rev-user or their account.
The Ticket Tagger automates ticket organization by tagging new tickets based on contact and account details. It supports flexible matching, conditional tagging, and manual triggers, streamlining ticket management with minimal effort.
The Ticket Tagger is an automation tool designed to streamline ticket management. It automatically assigns appropriate tags to tickets based on the tags of the contact or their account. Tickets created by specific users (customer users) are automatically checked and tagged, while tickets from other user types are ignored.Features
- Automatic tagging Automatically tags tickets created by customer users based on predefined rules.
- Flexible tag matching Searches for tags on contacts, accounts, or both to determine tag assignments.
- Conditional tag assignment Adds specific tags if matches are found and optionally assigns tags if no matches are found.
- Manual trigger support Allows applying tags to pre-existing tickets using a command.
- Event-driven automation Operates automatically when tickets are created without requiring manual intervention.
Installation
For detailed installation and configuration instructions, refer to the Ticket Tagger documentation.More Snap-ins
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