Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 103

Log attachment in dropbox/drive/etc as a rule action

Add a 3rd party integration action "Log attachment in 3rd party system"
over 3 years ago in 3rd party 0 Backlog

Sequence updates

Update sequence functionality to provide additional information around open rate, bounce rate, etc.
3 months ago in Outbound/Sequences 0 Backlog

Allow a user to send a message only if certain criteria are met

There is currently no way to prevent a user from sending a message. Some examples could be: allow only if the conversation has the tag "approved" block sending to external domains if the conversation has the tag "internal" only allow account manag...
4 months ago in Rule library 0 Backlog

Integrate Time Off Planner with External HR Systems

During a product roadmap presentation, Carter from Edge Logistics mentioned it would be great if the Time Off feature for shifts integrated with external HR systems like Paylocity Link to Gong clip: https://us-18905.app.gong.io/call?id=31715033328...
7 months ago in Teammate availability 0 Backlog

Rules: Condition to detect if an email was auto-generated

As an admin, I would like to create a rule that detects auto-generated emails (such as those sent via mailing lists, auto-replies, etc), and treat these message with a different priority to messages sent by humans. Ideally, I would have a rule con...
7 months ago in Rule conditions 0 Backlog

Always add a recipient when using a specific message template

No description provided
about 2 years ago in Message templates / Other (workflows) 0 Backlog

Explicit "empty value" cases in rule conditions

Rules to not have explicit No value/NULL cases. It prevents very specific workflows from working ("do X if subject is empty").
over 2 years ago in Other (workflows) 2 Backlog

Merge conversations rule action

No description provided
over 2 years ago in Rule actions 0 Backlog

Send as a new conversation rule action

Instead of replying in the same thread, it can sometimes be beneficial to send it as a new conversation
about 3 years ago in "Create new conversation" actions 0 Backlog

Update the content of message when forwarding, replying or sending to slack with rules

Would be useful to have just the important info that the next team needs based on the information the previous team has compiled.
3 months ago in Rule actions 0 Backlog