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Workflow create note with ticket attributes

Related products:Workflows
  • July 12, 2023
  • 3 replies
  • 21 views

  • New Participant

Hello 

I would like to create the following workflow:

  1. If a ticket of type “Termination” is created
  2. (The ticket type contains an attribute called “Date”)
  3. I would like to add a custom note to the ticket that contains the date of the created ticket. 

Somehow the worflow doesnt allow me to access any of the ticket attributes. Or am I wrong? 

 

Thanks

Ben

 

3 replies

Jennifer K
Intercom Team
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  • Intercom Team
  • July 18, 2023

Hi @BGR 

Jennifer here from Intercom 

 

This is not possible with custom notes. I’ll let our product team know this is a feature you’re eager for! 
 

This might work as an alternative, you can tag conversations that contain specific keywords with ticket attributes for example as below 👇🏻


 


Jennifer K
Intercom Team
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  • Intercom Team
  • July 18, 2023
NewDiscussion ongoing

Jennifer K
Intercom Team
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  • Intercom Team
  • October 22, 2024
SubmittedArchived