Workflow Automation
Automate the repetitive. Focus on what matters.
Build rules that automatically route, tag, assign, and respond to tickets. Spend less time on process, more time on people.
Powerful conditions
Rules that match your process.
Match on subject, sender, channel, tags, priority, and more. Combine conditions to create rules that trigger exactly when you need them.
Conditions
Match all
Match any
Subject
contains
invoice
billing
From domain
equals
@enterprise.com
Channel
is
support@acme.com
Priority
is
high
urgent
Add condition
Actions that deliver
Six action types for complete automation.
Assign to a team member, add tags, set priority, send auto-replies, change status, or fire a webhook. Chain multiple actions for complex workflows.
Actions
4 configured
Then do
Assign to Senior Support Team
Round-robin assignment
Add tags
urgent
billing
Send auto-reply
"Thanks for reaching out! We've received your billing inquiry and a team member will get back to you within..."
Send webhook
https://api.crm.io/hooks/...
POST
Set it and forget it
Auto-assignment and auto-tagging.
Route tickets to the right person based on channel, subject, or sender. Automatically apply tags for categorization. New tickets arrive already organized, so your team can focus on responding.
Invoice question
billing@customer.com
·
via support@acme.com
Unassigned
·
No tags
Workflow rule
Subject contains "invoice"
Channel is support@acme.com
Invoice question
billing@customer.com
billing
Finance Team
LR
Lisa R.
Webhooks
Connect to anything.
Send data to external services when conditions are met. Push ticket data to your CRM, notify your team through custom channels, or sync with your internal tools.
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