The Create a ticket in HaloPSA action creates a ticket in HaloPSA. It can be configured to create a ticket only when one isn't associated with the scheduling request - for example, when scheduling with a shareable URL, or to always create one - for example, to create a follow-up ticket after an appointment.
This action is available when your TimeZest account is connected to HaloPSA.
Configuration Options
This action can be configured with the following options:
The Creation Mode option controls under what circumstances TimeZest creates a new ticket. It can be configured to always create a ticket, even when one is already associated with the scheduling request, or only to create a ticket when one isn't already associated with the scheduling request.
The Ticket Type field controls the value TimeZest will use for the ticket type of the created ticket.
NOTE: Certain ticket types have required fields that must be entered in order to fully create a new ticket which TimeZest is unable to provide. Be aware that a notification will appear if you select a ticket type that has these required fields.
The Summary field controls what TimeZest will use for the ticket's Summary field. Variables can be added to pull any known details and append it to the Summary.
Additional Logic
TimeZest will skip this action if there is already a service ticket associated with a scheduling request, except when configured to always create a ticket.
TimeZest will skip this action if there is no HaloPSA contact associated with the scheduling request, as HaloPSA requires that a contact is associated with a ticket.
TimeZest will also skip this action if there is no HaloPSA integration currently connected to your TimeZest account.