Quickstart Guide

Get Ticket2Doc configured and start automatically generating SOPs in under 3 minutes.

3-Minute Quickstart Guide

Get up and running with Ticket2Doc in three simple steps.

Step 1: Connect Hudu Knowledge Base (60 seconds)

  1. Log into your Hudu instance as an Administrator.
  2. Go to Admin ➔ API Keys and click New API Key.
  3. Name it Ticket2Doc Integration and copy the API key.
  4. Open the Ticket2Doc Portal and navigate to Settings ➔ Integrations ➔ Hudu KB.
  5. Enter your Hudu Base URL and API Key, then click Save & Test Connection.

👉 Detailed guide: Hudu Integration Guide

Step 2: Configure Syncro PSA Webhook (90 seconds)

  1. In Syncro PSA, go to More ➔ Admin ➔ Ticket Custom Fields.
  2. Add a new checkbox field called Create SOP Draft.
  3. Go to Admin ➔ Notification Center ➔ New Notification Rule.
  4. Set event trigger to Ticket - was resolved and action to Webhook.
  5. Copy your webhook endpoint from the Ticket2Doc Portal and save the rule.

👉 Detailed guide: Syncro Webhook Setup

Step 3: Generate Your First SOP (30 seconds)

  1. Open any resolved or active ticket in Syncro PSA.
  2. Ensure detailed resolution notes are present.
  3. Check the Create SOP Draft checkbox under Custom Fields.
  4. Set the ticket status to Resolved.
  5. Check your Hudu Knowledge Base — your formatted, sanitized SOP article will appear automatically under the matching customer!

Next Steps