Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 154

Manipulating text lists in Dynamic Variables

I have a use case where I match text patterns in a message body (like ORDER-{digits}) and want to convert all matches to markdown links ( `[ORDER-123](https://example.com/orders/ORDER-123)` ) Right now this is not supported - as there's no way to ...

Select channel when replying or forwarding with rules

Ability to change the channel used when replying or forwarding with rules. This useful when a conversation moves around multiple inboxes with different channels.
about 4 years ago in Auto-reply / Rule actions 2 Backlog

create Views with the API

No description provided
3 months ago in Core API / Views 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 ...
3 months ago in Macros 0 Backlog

Option to assign through rules or keep assignment even if assignee is Out Of Office

When a teammate’s status is set to Out of Office, provide an option to allow new conversation assignments from rules and prevent unassigning existing conversations when new activity occurs.
about 4 years ago in Assign 1 Planned

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

The ability to view & search within all rules that a company has

Giving admins the ability to have a top-down view of all rules that their company has. Would allow admins to search for specific rules based on their conditions.
about 2 years ago in Company rules 1 Backlog

Rules for Discussions

Adding the ability to apply rules to Discussions in the same way rules can be applied to messages in inboxes. A new trigger for "discussion is added" or something along those lines so we can auto-tag/assign/archive discussions following the same w...
about 2 years ago in Workflows 1 Already available

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.
8 months ago in Core Product Experience / Macros 0 Backlog

OOO status should allow re-assignment but no new assignments

OOO status to allow conversations that were once assigned to a teammate to be re-assigned, but no new conversations to be assigned.
over 2 years ago in Teammate availability 1 Backlog