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Adding "Create Task" or "Create linked Conversation" as an option to workflows.

Example: When a comment is added by sales, body contains "#quote", if the conversation is in accounting, then create task in inbox accounting. When a comment is added "#redston", if conversation is in production, the create link conversation with ...
22 days ago in Core Product Experience / Rule actions 0 Backlog
13 MERGED

Change sending email address for auto reply/Customer Feedback request

Merged
Summary: When creating an auto-response rule or 'Measure Customer Satisfaction' rule, it would be nice to change the sent from email address. A customer (currently in opt-out phase), has onboarded both their Support and Customer Success teams. The...
8 months ago in Auto-reply / Missing core rule actions / Rule actions 0 Backlog