Automate Your IT Asset Request Process

Each asset request has unique information like asset type, quantity required, level of access, date from which it is required, and mapped project information. HappyFox Workflows automatically sets ticket and contact custom fields based on incoming requests and business rules.

Based on the type of asset, each organization handles requests differently. HappyFox Workflows dynamically checks for business rules and automates the right next steps using the 'Check Conditions' action—whether it's a standard request or a custom request. Evaluate multiple fields before processing the next action.

While ensuring compliance and standardizing processes, HappyFox Workflows automates your SOPs based on request type. For standard requests, it can automatically apply a specific task checklist, create an asset instance, map it to the requester (employee), and notify required stakeholders.

As requests get complex, include decision-making in the process. HappyFox Workflows seeks decisions from approvers—even those outside your helpdesk platform. Decision-makers can refer to ticket details and relevant documents, then provide decisions with comments. Everything is captured for complete transparency.

When requested assets need to be purchased, HappyFox Workflows automatically creates a related ticket with the procurement team. Updates from procurement get added back to the original IT asset request. Once procurement is done, the IT team continues with the next steps.

HappyFox Workflows helps you identify process steps that typically fail and areas with scope for improved resolution time.

Whether it's internal IT team collaboration, employee communication, or notifying external vendors, HappyFox Workflows automates this with ease. Use 'merge fields' to configure communication templates. Seek responses from email recipients—they can respond by indicating choices or filling out forms. Based on responses, automatically trigger the next set of actions.