Problem It Solves

Many organizations scatter support requests, demo scheduling, and knowledge resources across multiple tools and pages, forcing customers to hunt for the right form or link. This fragmentation leads to confusion, missed tickets, and inconsistent communication. By consolidating all customer touchpoints—ticket submission, demo booking, FAQs, and announcements—into one unified portal, you ensure every request is captured in a Table, routed automatically, and visible in one place. No more toggling between separate forms or silos of information.

Process Overview

1. Build a branded “Request Portal” in Zapier Interfaces with tabs or sections for Support Tickets, Demo Booking, FAQs, and News.

2. Customers log into (or land on) the portal and choose the appropriate action—submit a ticket, schedule a demo, search FAQs, or read updates.

3. When a support ticket form is submitted, Zapier writes the details (Name, Email, Issue Category, Description) into a “Support Tickets” Table and triggers a notification to your support team.

4. When a demo is booked, the portal writes the booking into a “Demo Requests” Table and triggers a calendar invite via a Zap.

5. FAQ lookups search a “Knowledge Base” Table and display relevant articles directly in the portal.

6. News updates pull from a “Company News” Table so you can post announcements; customers see the latest posts without leaving the portal.

7. All form submissions and actions are logged in their respective Tables, and Zaps handle confirmations, reminders, or routing to downstream tools.

Key Features & Capabilities

• Centralized Customer Hub
  A single Zapier Interface with multiple sections—Support, Demos, FAQs, News—so customers have one place to go.

• Support Ticket Submission
  Structured form (Name, Email, Category, Description, Optional Attachment) that writes directly to a “Support Tickets” Table.

• Automated Routing & Notifications
  Each new ticket triggers a Zap that alerts support via email or Slack and creates a record in your helpdesk if needed.

• Demo Booking Integration
  Embedded calendar form for scheduling demos; booked slots write to a “Demo Requests” Table and send calendar invites automatically.

• Interactive FAQ Section
  Searchable interface tied to a “Knowledge Base” Table—customers can find answers instantly without submitting a ticket.

• Dynamic News Feed
  Pull announcements from a “Company News” Table—post updates or alerts, and customers always see the latest information.

• Status Tracking & Transparency
  All submissions live in Tables, where you can update statuses (New, In Progress, Resolved) or mark demo requests as Confirmed.

• Custom Branding & Layout
  Apply your logo, colors, fonts, and domain so the portal feels like an integrated part of your site—no coding required.

Typical Use Cases

• SaaS Platform
  Customers land on a single portal to report bugs, book an onboarding demo, search the knowledge base for troubleshooting tips, or read product updates, streamlining support and reducing ticket volume.

• Professional Services Firm
  Clients use the portal to submit detailed project requests, schedule discovery calls (demo booking section), look up policy FAQs, and stay informed about company news—all managed centrally without juggling separate systems.

Prerequisites & Client Responsibilities

• Zapier Account with Interfaces & Tables
  Ensure your plan includes Interfaces (for building the portal UI) and Tables (for storing Tickets, Demo Requests, FAQs, and News).

• Brand Assets
  Provide your logo, brand colors (hex codes), and any custom imagery or copy for the portal layout.

• Table Schema Definitions
  Approve the fields for each Table:

  • Support Tickets: Name, Email, Issue Category, Description, Attachment, Status

  • Demo Requests: Name, Email, Company, Preferred Date/Time, Status

  • Knowledge Base (FAQs): Question, Answer, Category, Published Date

  • Company News: Title, Body, Publish Date, Author

• Notification Channels
  Decide how you want to be alerted for new tickets or demo bookings (email address(es), Slack channel, or helpdesk API) and provide necessary credentials.

• Calendar/Booking Integration
  If you use a scheduling tool (e.g., Calendly) for demos, share the embed code or API credentials so Zaps can send calendar invites.

• User Permissions
  Identify team members who need “Viewer” access (to monitor Tables and portal submissions) vs. “Editor” access (to update portal content, modify Tables, or adjust Zaps).

• FAQ & News Content
  Provide initial FAQs and news items (in a CSV or formatted document) so we can populate the respective Tables before launch.

Pricing

• One-Time Setup: $550
  (Design and build the branded portal in Zapier Interfaces, configure all Tables (Support Tickets, Demo Requests, Knowledge Base, Company News), build and test routing Zaps for support and demo workflows, and populate initial FAQ/news content.)

• Monthly Support: $110/month
  (Maintain portal and Tables, update FAQ/News content as needed, adjust Zaps if workflows change, and troubleshoot any issues.)