Automate Addition of Organization to Service Project/KB

[Alex Basile]

Hello!

I'm experimenting with using epics with custom fields as organization profiles in lieu of a dedicated CRM.

Ultimately, I'd like for internal users (agents) to be able to make edits to the epic that would expose customers in that epic's organization to different support portals/knowledge bases (ie, check x box to expose customer/organization to x portal/kb).

I'm thinking about something like this:

1. If a product is selected on the epic, check to see if the epic's organization exists on the product's service management project/knowledge base.

2. If that organization is not part of that project, add it.

3. When the box is unchecked, remove if from that project.

Is there an automation rule/strategy that could accomplish this, with or without a plugin?

Thank you!

Alex