Can we add a custom Form to create a ticket from?

Support
1

Hello Community Members

We are using Discourse on the self-hosted server to provide support.

Can we add a custom Form to create a ticket from the discourse that will be integrated with our CRM?

2

If you are willing to create a support ticket form in Discourse that integrates with your CRM, you can use the Custom Wizard Plugin to build a form that sends data to your CRM via API.

Alternatively, embed an HTML form in a post, using JavaScript to direct submissions to the CRM. You can also set up Discourse webhooks to trigger CRM ticket creation when a new topic or post appears in a designated category. For easier automation, tools like Zapier or Make can link Discourse with your CRM. Be sure to test thoroughly to confirm tickets are created smoothly.

4 Likes
3

That sounds custom to me. What is the CRM? If you have budget might be worth considering Marketplace?

6

I used Custom Wizard Plugin and it works for me.
Thank you!

1 Like