Request Portal Template

Zapier’s Request Portal Template enables your clients to seamlessly navigate and interact with different resources so that they can get the answers they are looking for. Offer a centralized hub where your customers can quickly create a support ticket, book a demo, read through FAQs, or get up to speed on the latest company news. The template consists of three landing pages (via Zapier Interfaces), one datasheet (via Zapier Tables), and one automated workflow (via Zaps).

A Custom Built Portal

On the homepage, you have a customizable card layout, guiding your clients to various sections like ticket submissions or joining a Slack channel. You can edit these link cards or add additional ones, incorporating emojis and links for an engaging experience, as well as add your own branding.

A Fully Automated Experience

For users looking to submit a ticket for help, they are directed to a page where they can fill in their details like email, name, comments, and attach screenshots. From there, a Zap, or action, triggers an email notification to the user. You can easily set up additional actions notifying the users of ticket status changes.

Stay Organized on Customer Requests

Upon submission, the ticket is sent to a Kanban Table for processing and management Here, new tickets can be seen and managed by your team. The Kanban component allows you to assign permissions for who can collaborate on the cards and move from one status to another, streamlining ticket management.