Outcome. Tickets created without a linked contact are flagged and routed to a cleanup queue instead of sitting unassignable to any customer record.
Workflow map
Enrollment, branches and actions at a glance
data-quality-017
flowchart TD
A[Ticket created] --> B{Contact associated?}
B -->|no| C[Flag: Missing contact]
C --> D[Add to review list + create task]
B -->|yes| E[Flag: Has contact]
When to use it, when not to
- UseUse it when tickets arrive through channels that can create a ticket without a contact attached: certain forms, some inbound email configurations, or manual creation by an agent who forgets to link a requester.
- UseUse it as a safety net, not a replacement for configuring your ticket-creation channel to require a contact at the source where that option exists (check in your portal: whether your specific ticket-creation channels, shared inbox, chat, forms, expose a "require a contact" setting directly).
- SkipDo not use it on pipelines where tickets intentionally start without a contact, such as internal, non-customer tickets, unless you also filter by pipeline.
- SkipDo not use it expecting it to guess or create the missing contact. It only flags the gap for a human to resolve.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the data quality pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
