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Open a help-desk ticket and set its priority

One submission creates the ticket, sets its priority from the answer the requester picked, and drops a summary into the support channel.

When this happens

New submission on your support form

Do this

Trigger a Make scenario that creates a help-desk ticket, sets priority from the urgency field, and posts a summary to the support channel

One-directional. A submission triggers the action — nothing is written back into your form.

Support requests arrive with the urgency already stated in them. The person filling in the form has picked a priority, described the fault and named the machine it happens on. This flow takes that at face value: the Make scenario creates the ticket, sets its priority from the answer, and posts a short summary where agents are already looking.

Internal IT teams reach for it when the help-desk inbox and the chat channel have drifted apart, and a request logged in one is invisible in the other.

Setting it up

  1. 1

    Publish the IT help desk form and make Priority a fixed choice list whose option names match the priority values your help desk accepts, word for word.

  2. 2

    In Make, start a scenario with a custom webhook module so the Zap has somewhere to deliver the submission.

  3. 3

    Add your help-desk module set to create a ticket, mapping the subject and description first and leaving priority until the field types line up.

  4. 4

    Add a filter after the ticket module that only continues when Priority is your top option, then put the channel-post module behind it so routine tickets ping nobody.

  5. 5

    In Zapier, pick formformform and the New Submission trigger, connect the account and select the help desk form.

  6. 6

    Add Make as the action app, point it at this scenario's entry point, and map Ticket Subject, Issue Description, Priority, Issue Type and Work Email.

  7. 7

    Submit one low-priority and one urgent test request, then read the execution history: both should create a ticket, only the urgent one should reach the channel.

  8. 8

    Turn the Zap on, then watch the first day of real tickets for priorities that arrive blank.

What maps where

Using the IT Help Desk Ticket as the starting point. These are its real fields — swap in your own and the mapping works the same way.

Form fieldMake
Ticket SubjectTicket title in the help-desk module
Issue DescriptionTicket body, and the text quoted in the channel summary
PriorityPriority field on the ticket, and the filter deciding whether the channel post runs
Work EmailRequester email the help-desk module matches to an existing user
Issue TypeTicket category or queue
Affected Device or SystemAsset line appended to the ticket body

Variations worth knowing

Branch on department instead of priority

Swap the filter condition from Priority to Department when teams have their own queues. Finance requests reach the agent who knows the finance systems, everything else goes to the general queue, and priority is left to set the ticket field only.

Look up the affected system

Keep a data store of machines and their owners, then look up Affected Device or System before the ticket is created. The scenario can add the owner and the location to the ticket body, which saves an agent asking for it in the first reply.

If something isn't arriving

Every ticket lands on the default priority

The help-desk module rejected an unrecognised value and fell back. Compare the exact option text in the form with the priority names the help desk expects, and map through a Make switch function when the two sets cannot be made identical.

One request created two tickets

The scenario ran twice, usually because a failed run was retried from incomplete executions after the ticket had already been created. Move ticket creation behind a data store check keyed on the submission ID so a second run updates rather than creates.

Frequently asked questions

Can the requester see the ticket number on the form after submitting?

No. Nothing travels back from Make into the form, so the confirmation screen cannot show a number the help desk has not issued yet. Put the ticket number in the acknowledgement email your scenario sends instead, once the ticket module has returned it.

What happens to requests submitted while the scenario is switched off?

The submission is still saved in formformform and the Zap still fires, but a paused scenario will not run, and Zapier records the failure. Re-run those tasks from Zapier's history once the scenario is live again and the tickets will be created.

Should priority come from the form or be worked out in Make?

Take it from the form when the requester picks from a fixed list, which is what the Priority question gives you. Work it out in Make when priority depends on something the requester cannot know, such as a department's service level or how critical the affected system is.

Related automations

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