SAC 360° Automation - Deleting Services

If for some reason you need to delete service tickets in bulk, with SAC automation this is possible.

Deleting a ticket is an irreversible action, and all its data will be permanently deleted.

To create and run this automation, follow these steps:

1. Create an Automation:

• Go to SAC 360° through “Find Services.” Or simply type the name, and the feature will appear.

• Go to the “Automations” section and then click “+ New Automation”;

List View

Kanban View

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure a Trigger: Choose a trigger of your preference (in the example, “A tag was added to the lead” was used).

• Define the Condition: Choose a condition of your preference (in the example, “The service date” was used).

• Choose the Action: Delete ticket

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

3. Run the Automation:

• Start the Automation: Hit “play” to begin execution.

Done! Your automation is configured and working.