Build Ticket Portals with Client Portal Builder for monday.com | Tutorial 🎓
Want to embed a Support Ticket workflow into your Client Portal on monday.com?
In this video, Simon shows how you can implement a ticketing flow using the Client Portal Builder for monday.com app. You'll learn how clients can submit support tickets, view their own tickets, comment on them, and update ticket statuses directly inside your client portal.
✅ Covered topics
1. How to connect your Clients Board with a Tickets Board
2. How to create a ticket submission WorkForm in monday.com
3. How to embed the ticket form into your client portal
4. How to show client-specific tickets in the portal
5. How to enable ticket comments and status updates
6. How to automatically link submitted tickets to the correct client
🎓 Documentation
Getting started 👉 https://getgorilla.app/products/clien...
⏱️ Timestamps
00:00 Introduction
00:24 Preparing the boards
02:59 Creating a ticket form
03:52 Setting up the client portal
05:15 Embedding the form in the portal
07:11 Creating the "My Tickets" page
10:00 Enabling status updates and comments
11:36 Preparing client IDs for automation
17:24 Passing the client ID to the ticket form
23:07 Creating the automation to connect tickets to clients
25:38 Testing the ticket submission flow
27:01 Viewing tickets in the client portal
🔗 Useful resources
Demo portal 👉 https://clientportalbuilder.com/demo
Documentation 👉 https://getgorilla.app/products/clien...
💬 Need help?
If you have questions or need help setting up your portal, feel free to reach out 👉 https://getgorilla.app/contact
👍 If this helped you…
Like. Subscribe. Share with your team.
#mondaycom #clientportal #projectmanagement #gorillaapps #automation #workflowtools #clientportalbuilder