Problem It Solves

IT teams often rely on spreadsheets or ad-hoc emails to log incidents, leading to inconsistent data capture, missing timestamps, and difficulty producing audit reports. A standardized form ensures every incident is documented uniformly, stored in one place, and instantly available for review, eliminating manual consolidation and lost details.

Process Overview

1. A team member opens the “Incident Report” form in Zapier Interfaces (or via an embed) and enters Date, Severity (Critical/High/Medium/Low), Affected System, and Description.

2. On submission, Zapier writes those fields into an “IT Incidents” Table with a unique Incident ID and timestamp.

3. Zapier notifies the IT manager via email or Slack that a new incident has been logged.

4. IT staff review the Table for status updates or notes (e.g., “In Progress,” “Resolved”) and can add attachments or comments.

5. All incident records remain audit-ready in the Table, allowing easy filtering, exporting, or reporting.

Key Features & Capabilities

• No-Code Branded Form
  Build an “Incident Report” form in Zapier Interfaces with fields for Date, Severity, Affected System, and Description—no development work needed.

• Centralized Table Storage
  Every submission writes to an “IT Incidents” Table, capturing all necessary fields plus a unique Incident ID and timestamp.

• Real-Time Notifications
  Zapier sends an email or Slack alert to designated IT managers immediately when a new incident is logged.

• Status Tracking & Comments
  Use additional Table columns (“Status,” “Assigned To,” “Resolution Notes”) so the team can update incident progress directly in the Table.

• Audit-Ready Records
  All incident data is securely stored in Zapier Tables, allowing one-click export to CSV for compliance or reporting purposes.

• Attachment Support (Optional)
  If you need to collect screenshots or log files, the form can include a file-upload field that stores attachments alongside the incident entry.

Typical Use Cases

• Small IT Department
  A helpdesk technician logs server outages with date, severity, and description. The entry appears in the “IT Incidents” Table, and a Slack notification pings the operations lead to begin triage.

• DevOps Team
  Engineers report production errors via the form. Each incident is recorded with severity “Critical” or “High,” and the Table’s audit log helps post-mortem analysis after resolution.

Prerequisites & Client Responsibilities

• Form & Table Schema Confirmation
  Approve the “IT Incidents” Table schema with columns: Incident ID (auto-generated), Date, Severity, Affected System, Description, Status (New/In Progress/Resolved), Assigned To, and Timestamp.

• Notification Channel Setup
  Decide whether to send alerts via email or Slack. Provide the email address(s) or Slack channel name/API token for Zapier to notify.

• Optional Attachment Support
  If you need file uploads (e.g., screenshots), confirm where attachments should be stored (Zapier’s built-in file storage) and include an “Attachment” field in the Table schema.

• Team Permissions
  Identify who needs “Viewer” access (to see incident records) vs “Editor” access (to update status or add comments) in Zapier.

Pricing

• One-Time Setup: $300
  (Design and publish the “Incident Report” form, configure the “IT Incidents” Table, build and test notifications, and ensure audit-ready export.)

• Monthly Support: $70/month
  (Maintain form and Table integrations, adjust fields or workflows as needed, and troubleshoot any issues.)