Automatic Ticket Creation in PSA for certain quotes

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

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Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Ticket

Date

8 months ago

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