ADD A NEW IDEA

Workflows

Showing 159 of 1788

Select signature when autoreplying

Select signature when using the [Reply with a message template] rule or macro action.
almost 4 years ago in Auto-reply 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...
over 1 year ago in Rule library 0 Backlog

Time-based dynamic variables

Example use case: In building some rules/macros, I want to access the current timestamp. For example, I want to create a tag prefixed with the current date; "[2025-03-25] {generated-tag-name}". At present, you can fetch a timestamp from attributes...
over 2 years ago in Smart rules 0 Backlog

Forwarded messages from Front viewable in the Sent

We have rules that FWD to another email address, but you can't see that FWD in the sent items inbox.
over 1 year ago in Core Product Experience / Rule actions 3 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.
5 months ago in Macros 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.
over 3 years ago in Advanced rule conditions and actions 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...
over 1 year ago in Teammate availability / Workforce management 0 Backlog

Macros: "Move Message to New Conversation" as action

It would be nice if we had a macro option to move a conversation to a new message. Along with this option it would be super handy if we could preset the To address on the new message.
10 months ago in Macros 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...
over 1 year ago in Rule conditions 0 Backlog

Ability to trigger rules when a teammate becomes OOO

Example: WHEN "Inbox Owner" is OOO, THEN "Notify Teammate"
about 2 years ago in Workflows 1 Backlog