ADD A NEW IDEA

Workflows

Showing 121
171 VOTE

Ability to copy rules

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
over 1 year ago in Workflows 5 Backlog

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.
over 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...
over 1 year ago in Existing integrations / Workflows 2 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...
over 1 year ago in Workflows 0 Backlog

Skip a rule if the activity (trigger) is API-created rather than human created

As an Admin, I want the ability to add a rule condition that stops a rule from running if it's triggered by an API rather than human creation.
over 1 year ago in Workflows 0 Backlog

Assigning Team rules to personal inboxes too

Admins to be able to select which personal inboxes a Team rule should also apply to directly from the ‘Edit rule’ page (as opposed to having to create separate rules from each personal inbox). For instance, if I want to create a new Team rule in a...
almost 2 years ago in Workflows 0 Backlog
240 VOTE

See how a rule works during rule creation/edition

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
almost 2 years ago in Rule management / Workflows 2 Planned

Dynamic groups for use in sequences

Currently, sequences can only be sent to pre-defined, static groups, or individual email addresses. This would be more flexible if groups could be defined dynamically, such as contacts with certain attributes.
almost 2 years ago in Outbound/Sequences 1 Backlog

Custom variable for due dates

It would be nice to send a task to a client and have the dates due already populated using a variable within an email template. For example, "Please complete this by {{date.2 calendardays}}"
almost 2 years ago in Custom fields (smart rules) / Message templates 0 Backlog

Introduce temporary breaks as an availability status (other than just Out of Office)

In addition to out of office, a break option would be hand (for lunch breaks, meetings etc.) to ensure communications like chats are not allocated to someone who is temporarily away from their desk.
almost 2 years ago in Teammate availability 0 Backlog