Webforms

Capture Tickets & Update Existing Requests—With Zero Re-typing

Customers or employees submit issues via branded forms. Submissions create new tickets—or update existing ones (e.g., add screenshots, attach logs). Every form drives automations and SLA timers instantly.

Talk to an expert

Key Highlights

Instant Ticket Creation

Embed portal or website form; auto-assign queue & priority.

Update Existing Ticket

Link sent to requester; their reply appends to the same ticket.

Dynamic Validation

Force asset tag format, phone number, attachment size.

File Upload & E-Sign

Collect signed RMA forms or compliance docs.

Workflow Triggers

New form sets SLA clocks, sends alerts, or deducts retainer hours.

Why It Matters

Eliminates copy-paste from email threads.

Automatically capture and attach email conversations to the relevant ticket—no more manual copying and pasting.

Keeps ticket data complete and structured.

Use mandatory custom fields and templates so each ticket has all the data you need—no gaps, no guesswork.

Clients self-serve updates; agents stay focused.

Let clients update their own tickets and view status online, so your team can concentrate on solving problems—not answering status calls.

Real-World Use Cases

Hardware RMA

Client fills serial # & attaches photos; workflow generates shipping label.

On-Site Visit Request

Webform adds task, deducts two hours from retainer, notifies field tech.

Document Upload

Compliance asks customer to sign GDPR addendum; signed PDF auto-stores on ticket.

Streamline ticket intake—Get a Webforms Demo

Request a Demo