Overview

Your Service Desk may need to add tags to contacts created in the ticketing system as part of your business process or to future-proof the contact sync feature for SmartForms, so you don’t have to manually add tags when syncing contacts. How do you ensure tags are added during onboarding without engineers needing to remember?

For this, we use an extension that monitors actions performed by the parent automation and adds tags to the newly created contact accordingly. This eliminates manual changes by engineers and, for clients using SmartForms, makes the contact sync feature easier to use.

Flow

Your engineer will run the Staff Onboarding or Offboarding automation which is configured to use this extension at the specified extension automation point.

  1. Pia will retrieve the contact details from the parent automation.
  2. Pia will update tags on the contact based on the retrieved information.

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