Connect SupportCandy with Taskbuilder to streamline your customer support and project management workflow.
The Taskbuilder SupportCandy Integration add-on automatically creates tasks from new SupportCandy tickets, helping your team turn customer support requests into actionable work items.
Instead of manually creating tasks for support requests, let Taskbuilder help your team organize and manage the work.
Key Features
1. Automatically Create Tasks from Support Tickets
Whenever a new ticket is created in SupportCandy, Taskbuilder automatically creates a corresponding task.
This helps your team ensure that customer requests requiring further work are not overlooked.
2. Connect Support Tickets with Task Management
Convert customer support requests into actionable tasks that your team can organize and manage using Taskbuilder.
Use Taskbuilder’s task management features to assign responsibilities and track work progress.
3. Add Private Notes to SupportCandy Tickets
Add private notes to SupportCandy tickets to keep internal communication and work-related updates organized.
Private notes allow support agents to communicate internally without displaying those notes to customers.
Requirements
Before using the integration, make sure you have installed and activated:
- Taskbuilder
- SupportCandy
- Taskbuilder SupportCandy Integration add-on
Installation and Setup
- Install and activate the Taskbuilder plugin.
- Install and activate the SupportCandy plugin.
- Purchase and download the Taskbuilder SupportCandy Integration add-on.
- Install and activate the integration add-on.
- Enter your license key in Taskbuilder to receive add-on updates.
- Verify that both Taskbuilder and SupportCandy are active.
How It Works
- A customer submits a new support ticket through SupportCandy.
- The integration detects the newly created ticket.
- Taskbuilder automatically creates a corresponding task.
- Your team can manage the resulting task using Taskbuilder’s project and task management features.
- Private notes can be added to the associated SupportCandy ticket for internal communication.
Frequently Asked Questions
Does the integration create tasks automatically?
Yes. A new SupportCandy ticket automatically creates a corresponding Taskbuilder task.
Do I need to create tasks manually for every support ticket?
No. The integration automates task creation when new SupportCandy tickets are submitted.
Can I add internal notes to SupportCandy tickets?
Yes. The integration supports adding private notes to SupportCandy tickets.
Do I need both plugins installed?
Yes. Both Taskbuilder and SupportCandy must be installed and activated for the integration to work.
Need Help?
If you experience any issues with the integration, please contact our support team.
Website: https://taskbuilder.net/
