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Macros

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Access "Current Teammate" in Macro Dynamic Variables

When building a Macro, be able to access the "current teammate" in Dynamic Variables to include some information about them in the conditions or actions.
4 months ago in Macros 1 Backlog

Macros that surface on a contact

Macros or quick action buttons that we can surface on a contact, account or app object card. If we want to be an operations cross team platform it would beb great to have actions that appear elsewhere in the platform, not just on the conversation....
11 days ago in Macros / Other (workflows) / Rule actions / Workflows 0

Macros available in Company settings

Ability to create macros at the company level, allowing them to be deployed across multiple workspaces and initiated from individual inboxes.
10 months ago in Macros 0 Planned

Collect teammate answers: support images and attachments

Collecting attachment as answers to specific fields while triggering a macro, for easy handoff/escalation to another team Use TIC to upload an attachment Use macro action(s) to use the attachment
2 months ago in Macros 0 Backlog

Macros: [Archive for specific teammates] action

As a user, for the same reasons that Archiving and unsubscribing specific users in a rule is useful, I want to be able to do this for a Macro. For example, when moving a conversation from Inbox A to Inbox B. Even if some participants on the conver...
about 2 months ago in Macros 0 Backlog

Provide a search function in a 3rd party system to select input in a macro

When choosing a macro to perform an application request, we want the ability to search for an object in a 3rd party system to maintain inputs against, or log inputs against. Example: a prospect, Shippeo, currently have a Gmail extension that allow...
7 months ago in Developer Platform / Macros 0 Backlog

Macros: Default value in "Collect Teammate Answer" form

I'm building a Macro and want to provide a default value in a "Collect Teammate Answers" form. An example of how this could be used;I'm building an escalation workflow. The teammate should pick from a "Priority" enum field (High, Normal, Low) - I ...
4 months ago in Macros 0 Backlog

Macros available in Front mobile app

This would be great for teams who are on the go and need an easy, low-risk, low-click way of kick-starting a workflow/process.
9 months ago in Core Product Experience / Macros 0 Backlog

Multi-select dropdown field type for Collect teammate answers in macros

Allow multi-select dropdown prompt type as a teammate answer option in macros, so that teammate can select multiple values in the dropdown.
7 months ago in Macros 0 Backlog

Collect teammate answers: allow optional text prompts

When a Macro has a Collect Teammate Answer step, leaving a text field empty could be a valid response that triggers a different branch condition. An option within "Add prompt" to mark a text field as Optional would allow for this added flexibility.
4 months ago in Macros 0 Backlog