Problem It Solves

Many teams rely on static email links or spreadsheets to log incidents, leading to inconsistent data, missed notifications, and slow response times. Without a centralized, standardized form, critical issues can get overlooked or lack necessary details. By embedding a no-code incident form that writes directly to a Table and instantly notifies the right people, you ensure every incident is captured uniformly and addressed promptly.

Process Overview

1. Build and customize the incident form with fields like Date, Severity, Affected System, and Description.

2. Embed the form on your website, intranet, or share its direct link.

3. When a user submits the form, Zapier writes the details into an “Incidents” Table.

4. Zapier immediately sends a Slack message or email to designated responders with incident details and a Table link.

5. Team members review the Table, update the incident status (New, In Progress, Resolved), and Zapier can send follow-up reminders if a ticket remains open.

Key Features & Capabilities

• Fully Customizable Interface Form
  Drag-and-drop fields (Date, Severity, Affected System, Description, Attachment) in Zapier Interfaces—no coding needed.

• Universal Embedding
  Copy and paste the form’s iframe anywhere—website, intranet, or internal wiki—to capture incidents from any environment.

• Centralized Table Storage
  Every submission writes to an “Incidents” Table, creating a single source of truth for all reported issues.

• Instant Notifications
  On submission, Zapier triggers real-time Slack or email alerts to your support or operations channel, ensuring rapid awareness.

• Status Tracking & Reminders
  Use a “Status” column to mark incidents as New, In Progress, or Resolved. If an incident stays “New” beyond a set SLA, Zapier sends automated reminders to the assigned team.

• Attachment Support (Optional)
  Include a file-upload field so users can attach screenshots or logs directly to the Table entry for faster troubleshooting.

Typical Use Cases

• IT Support Team
  Employees report network outages or software errors via the embedded form. Submissions populate the Table and trigger a Slack alert to the on-call engineer, who can triage within minutes.

• Facilities Management
  Staff log facility issues—broken equipment, safety hazards—through the form. Zapier records the data and emails the facilities manager immediately, ensuring a timely response.

Prerequisites & Client Responsibilities

• Form & Table Schema Approval
  Approve the “Incidents” Table schema with fields: Incident ID (auto-generated), Date, Severity, Affected System, Description, Attachment (optional), Status, and Timestamp.

• Notification Channel Setup
  Decide whether alerts should go via Slack, email, or both. Provide Slack channel names or email addresses for Zapier to send notifications.

• Attachment Storage (Optional)
  If you need file uploads, confirm that attachments will be stored in Zapier Tables’ file storage and include an “Attachment” field in the schema.

• SLA & Reminder Criteria
  Define how long an incident can remain “New” before Zapier sends an automated reminder (e.g., 4 hours).

Pricing

• One-Time Setup: $320
  (Design and publish the customizable incident form in Zapier Interfaces, configure the “Incidents” Table, and build/test Slack/email notification Zaps.)

• Monthly Support: $75/month
  (Maintain form and Table integrations, adjust alert or reminder settings, and troubleshoot any issues.)