How it works
Follow these 5 simple steps to save closed support tickets to your own database for analysis and reporting
Ticket Updated
Ticket Updated
Filter
Filter
Get List of Ticket's Messages
Get List of Ticket's Messages
Loop
Loop
Create Record
Create Record
Make it your own
Customize this workflow even further:
Set custom filters
Add additional filter conditions to capture specific ticket types, such as only tickets from certain channels, specific customer segments, or tickets that took longer than a certain time to resolve.
Connect to analytics tools
Extend the workflow to send ticket data to tools like Google Analytics, Mixpanel, or your business intelligence platform for deeper customer support performance analysis.
Store data in multiple formats
Branch the workflow to simultaneously save ticket data to different destinations like Google Sheets for quick viewing, your CRM for customer history, and a data warehouse for long-term analysis.
Deploy AI for sentiment analysis
Add an AI step that analyzes the message content for customer sentiment, satisfaction indicators, or common issue themes before saving to your database.
Frequently asked questions
What happens if I have a large backlog of closed tickets?
The workflow processes tickets updated within the polling timeframe (hourly by default). For historical tickets, you'll want to manually run the workflow using Time Travel to capture older tickets.
Can I modify which message fields get saved to the database?
Yes, you can customize the database columns in step 5 to include additional message fields like sender type (customer vs agent), timestamp of individual messages, or message channel (email, chat, etc.) by modifying the field mapping.
Will this capture internal notes and private messages between agents?
The workflow retrieves all messages associated with a ticket, including internal notes. If you only want customer-facing messages, you'll need to add a filter step that checks the message type or sender before creating database records.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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