Description:
We would like to request a feature that automatically creates a ticket in Autotask whenever a customer places an order via the Salesbuildr Storefront.
Currently, all Storefront orders require a manual review step before being processed, which can slow down handling of smaller or straightforward orders. For our team, many Storefront orders are small and low-risk, so automatically creating tickets would help streamline order processing and reduce manual overhead.
Proposed Functionality:
When a customer places an order through the Storefront, Salesbuildr automatically generates a ticket in Autotask.
The ticket should include:
-Customer details
-Order summary (items, quantities, pricing)
-Any relevant notes or order confirmations
-Optionally, this could be configurable (e.g., only for orders under a certain value or specific product categories).
-An admin setting to toggle this automation on or off (maby for each cust), so each company can choose if they want it enabled.
Consolidated into: Convert approved quotes into Autotask tickets, projects and contracts
Please authenticate to join the conversation.
Closed
Feature Request
[CMP]_Ticket
8 months ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_Ticket
8 months ago
Get notified by email when there are changes.