Is it possible to use automation rules to create a new ticket quarterly? My department and I have a few tickets that need to be created once every 3 months but I’m not sure if its possible to use the automation rules to do that for us or if its going to be something we’ll have to do manually.
Quarterly reoccurring requests was a feature that was actually just released today. So if you are on the latest version of HelpSpot you will have a reoccurring request option. You can see a walk-through of how to set these up here HelpSpot 5 Features - Reoccurring Requests - YouTube
And is there a way to update the version I’m using if I do not see the option?