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Ability to modify Organizational details using Automation

James K_
January 19, 2024

Hello all,

I've been investigating the new customer and organizational details fields, and I am curious if there is a way to update these fields using automations.

I had made an asset list of our customer organizations and the users so as to provide additional context to those customers for automation purposes (ie. Widget Co. has X level of support).  Currently I have an automation that uses the LookupAsset to check the ticket reporter and then apply certain fields (Support Tier, Opened During Business hours, Support Expiration) to assist our Support team in prioritizing responding to issues as well as adding context for other teams.  If possible I'd like to simplify use of assets and fold these fields into the Organizational details.  In particular, we have a field called "Last Contact" - which provides details to our Customer Success team to identify customers that may need to have outreach - and update it when a ticket is opened by a user in that customer organization.

 Thanks in advance!
James

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