Improve ConnectWise writeback function and build client experience
Officially Answered
I created a workflow for connectwise to automatically create and assign negative reviews. I would like to create a ticket workflow to create a ticket when a client closes something out within so many days if it doesnt have a survey completed. I think this can easily be done with either adding an additional value "Latest Crewhu Survey contain {value} (no data). I could then do a flow to create a ticket based on that data.
Latest Crewhu Survey contains {value}
Latest Crewhu Rating contains {value}
This would be great in catching those tickets that never had a survey done on them and figuring out if it was due to an issue or the client just didnt want to do it.
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Official comment
Hi Shane! Thanks for your suggestion!
In order to automatically create a ticket, this has to be done directly in Connectwise, as unfortunately, we don't have this level of permission. I believe that this workflow can be easily created on their end.
I appreciate your understanding!
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