Use Cases
- Automate daily health score calculations for customer accounts
- Integrate support data from Helpdesk into CRM for better customer insights
- Enhance customer success strategies with timely health updates
How It Works
Triggers daily at 04:00 UTC using a cron job Fetches account metrics from Helpdesk for the past 30 days Calculates health scores based on support performance metrics Pushes computed health scores to the CRM for each account
Setup Steps
- 1Import the workflow template into n8n
- 2Configure Helpdesk and CRM credentials in n8n
- 3Adjust any necessary parameters for the HTTP requests
- 4Activate the workflow to start daily execution
Apps Used
Helpdesk
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications