Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 103 of 1491

Frontline users can see rule logic with view-only access

This will help with transparency as to how/why messages are getting assigned to them or not. This could be managed with a view-only permission for custom roles.
about 1 year ago in Permissions / Rule management 1 Backlog

Shopify integration: sync Shopify data to Front

Bring Shopify data (orders, customers and products) so we can use it (not just a visual in a side window). For example, creating rules and tags based off Shopify tags would be amazing. We use tags in Shopify extensively and would love our conversa...
about 1 year ago in Existing integrations / Workflows 0 Backlog

Duration-type dynamic variables & custom fields

Introduce duration fields in rules to power time-sensitive workflows. For example: Add a "SLA target" custom field on the account to support a customer-specific SLA targets Have a "contract renewal date" custom field and use dynamic variable to fi...
over 2 years ago in Smart rules 0 Backlog

Require tag rule not triggering on move

Ability to choose the trigger: archive or move, but not both as is the case today.
about 2 years ago in Advanced rule conditions and actions 0 Backlog

Remove Participants as an option for the Move Action in rules

We currently have options when moving conversations with a rule for Restricting participants or Keeping them. Having the option to "remove all participants" from a conversation would allow for a conversation to be moved to another inbox "fresh", a...
over 1 year ago in Rule actions 1 Backlog

When adding a contact group to Sequence recipients, all contact columns should be added to the recipient table.

Feature request When selecting a contact group in the sequence recipients editor, all the contact card columns should be added to the sequence recipient table. Current behavior When adding a contact group to the sequence recipient table, only the ...
over 1 year ago in Outbound/Sequences 0 Backlog

Forward conversation using a message template in rules

The "Forward conversation" action cannot use message template. It would be very helpful to support it.
about 3 years ago in "Create new conversation" actions 0 Backlog

Select signature when autoreplying

Self explanatory
almost 3 years ago in Auto-reply 0 Backlog

Rule Insight History Link

When you go in to edit a rule, it has the "Rule Insight" on the the far right. It displays some useful information. The Rule Insight shows the date and time when the rule was last applied. If you are an admin, it would be helpful to link you direc...
11 months ago in Workflows 1 Backlog

Export Ruleset Table into CSV with Tag Name and Inbox Name

When you export a ruleset table as a CSV, instead of the inbox ID and tag ID being in the CSV file, show inbox name and tag name.
6 months ago in Other (workflows) 0 Backlog