This automation ensures that any incoming email such as a customer inquiry, issue report, or complaint can be instantly turned into a support ticket, making it easy to manage and respond from your helpdesk.

Step 1: Open the Workflow Builder #

1. Go to Workflow from the left sidebar.
2. Click + Create Workflow in the top-right corner.

Step 2: Choose Trigger Type #

1. Enter a name for your workflow (e.g., Contact Form → Support Ticket).
2. Under the Inbox tab, select New Message Received as the trigger.

Step 3: Define a Condition #

1. In the IF section:
   • Choose Subject.
   • Set condition to Contain.
   • Enter a keyword or phrase such as [Support], [Contact Form], or any subject you want to filter.

This ensures only relevant messages trigger the support ticket.

Step 4: Set Action to “Convert to Support Ticket” #

1. In the THEN section, choose Convert to Support Ticket.
2. Fill in the required fields:
   • Subject: Use a static title or dynamic variable like {{email_subject}}.
   • Assignee: Assign the ticket to a support team member.
   • Priority: Select a priority level (Low, Medium, High).
   • Description: Use {{email_content}} to include the body of the email or enter a default message.

You can also tag the ticket or add additional actions like auto-reply or assign to a specific folder.

Step 5: Save and Activate #

1. Click Create Workflow to save your rule.
2. Make sure the workflow is set to Active.

Whenever an email arrives matching the conditions, Taskip will automatically convert it into a support ticket with all the details filled in.

Example Setup #

Workflow Name: Auto Create Support Ticket
Condition:

• Subject contains [Support]
  Action:
• Convert to Support Ticket
• Subject: {{email_subject}}
• Assignee: John Doe
• Priority: Medium
• Description: {{email_content}}

This keeps your support process streamlined and ensures no inquiry goes unnoticed.