Support ticketing system

Hey @handsup :wave:

To help close this out, I’ve compiled the different answers that have been provided below so anyone else who happens upon the thread can find the most relevant comment for their needs!

  • Using Forms and the Emails and Activities app (previously CommuniHub) - Here

  • Shared inbox to pull in emails and reply with Emails and Activities - Here and further explained Here

  • Work with a monday.com partner like @PolishedGeek to help build your workflow - Here

Feel free to start a new topic if you have any new questions or contact support@monday.com and we would be happy to help!

Cheers,
Jenna

1 Like

Hi, this is critical for this process, would you mind sharing how you get the email address into the email column automatically?

Hey Michael!

Unfortunately, you will need use extra paid tools for that. fortunately, I believe both tools are helpful in running things much faster.

Option 1: Integromat
If you use support mailbox in Gmail/Outlook, then you can use Integromat to watch emails, create tasks based on received email, and put the email address into a folder. It is a very simple scenario.

Option 2: Bitskout
If you receive emails as updates to task, our tool can extract emails from those updates and you can put it into Email field. Here is email to tasks example.

We are talking (depending on volume) on +/- $20 extra per month.

Right now, depending on how critical the process is, I would just make it work to avoid delays, and then when everyone is chill, you can take a closer look at the optimal configuration.

And I think monday team will come up with some relevant updates. And you will be able to cancel extra tools if they are not required.

Thanks Ilia. I managed to get something similar with Zapier, although it looks like your solutions maybe cleaner. I have, unfortunately, found another issue with setting up Monday as a support desk, and it’s to do with how replies to emails sent are dealt with. If an email is sent via Emails & Activities, then any reply from the email address will automatically get appended to the initial task because the email address exists on the board. When an issue is resolved we can move the task to another board to be marked as complete, which means a new email coming in from the same address will create a new task, but it’s not ideal. I’m not there’s another work around here. Having the support email address being different to the reply email makes it a bit smoother, but somebody can’t send a new ticket request in while one is still open without it being added to the already open one. Any ideas?

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