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customer-support

Support Ticket Routing Automation

Automatically route incoming support tickets to the right team based on category. Collects tickets via Typeform, logs them in Google Sheets, and sends categorized notifications to dedicated Slack channels.

Intermediate~20 minn8nMake.com 999 downloads 2913 views

Setup Instructions

1. Create a Typeform with fields: Customer Name, Email, Category (dropdown: Billing, Technical, General, Feature Request), Priority (Low/Medium/High), and Description. 2. In your automation platform, add a Typeform trigger connected to your form. 3. Add a Set node to extract and normalize the category, priority, customer info, and generate a ticket ID (e.g., TICKET-{{timestamp}}). 4. Connect a Google Sheets node to log every ticket to a "Support Tickets" spreadsheet with columns: Ticket ID, Timestamp, Customer, Email, Category, Priority, Description, Status. 5. Add a Switch/Router node that branches based on the Category field value. 6. For each branch, add a Slack node that posts to the corresponding channel (#billing-support, #tech-support, #general-support) with ticket details and a link to the spreadsheet row. 7. Set the initial Status to "Open" in the sheet. 8. Test by submitting tickets in each category and verifying they route to the correct Slack channel.
Troubleshooting
**Tickets routing to the wrong channel:** Check the Switch/Router conditions — category values must match exactly (case-sensitive). Typeform dropdown values may include leading/trailing spaces. **Google Sheets row not created:** Verify the sheet column count matches the number of fields you are appending. Mismatched columns cause silent failures in some platforms. **Slack notification missing fields:** Ensure variable references match the Set node output names. Use the debug/preview feature to inspect the data at each step before the Slack node. **Duplicate tickets from form resubmissions:** Add a deduplication check using the customer email + timestamp combination, or use Typeform's built-in duplicate prevention setting.

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