How to automatically create tasks from tickets and forms

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This post was sourced from by MOZ.

If forms are the main way customers and leads can get in touch with you, you need to respond quickly. No one likes being ignored.

But unless you’re monitoring your forms all day, every day—and you’re probably not—you’re receiving submissions while working on something else. If you don’t have a way to make form submissions actionable, that customer’s cry for help can get away from you. And that looks bad for you and your business.

Automation’s here to save the day, so ticket and form submissions are automatically added to your task or project management system while you go about your day.

Easily create automatic workflows that help you manage tickets

With Zapier, you can automate recurring tasks—giving you back valuable time to focus on higher priority items. The workflows you build in Zapier—we call them Zaps—can automate many common tasks, such as creating tasks or project cards whenever you receive new tickets or form submissions.

Every Zap follows the same structure: When this happens, do that.

A Zap always consists of two parts:

  1. The trigger, which is an event that starts a Zap. For example, when a new submission comes in. (Think of this as the when.)

  2. The action, which is an event a Zap performs after it’s triggered. For example: Create a task. (This is the do.)

To help you get started, we rounded up a few popular Zaps that turn new tickets or form submissions into action items. Just click on the Use this Zap button on any Zap template to get started.

If you’d like your Zap to perform more than one action—such as creating a task and alerting you in your team chat app when you receive a new submission—you can create your own Zap instead.

Here’s how to do it:

  1. Create a new Zap in your Zapier account.

  2. Select the platform you use for forms or tickets as your trigger app and choose the event that corresponds with a new entry. (Look for something like “new ticket,” “new issue,” “new entry,” or “new submission.”)

  3. Then, select the platform you use for managing tasks and choose Create Task as the action event.

  4. Fill out the task details. You can pull information from the ticket or form, like the person’s issue and a link to the actual submission. (If you’d like to add more actions, this is where you’d click the plus sign (+) and repeat steps 2-4 as needed.)

  5. Test your Zap, and if all looks good, turn it on and watch as you automatically respond to new leads!

When you test your Zap, it will create a new task. If you’re managing tasks in a provided space, you may want to create a new submission with fake information to make it clear that it’s a test submission and not a real customer.

Automation to keep up with customer requests

With thousands of integrations, there’s no shortage of what you can automate to clear your day of tedious tasks. With automation, you’ll always be on top of form submissions or tickets. Customers or leads will love you, and your coworkers will wonder how you do it.

New to Zapier? It’s a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

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