Route billing questions
BillingWhenWhen a new ticket arrives
IfSubject contains “invoice”
ThenAssign to Customer support
Automations
Make the repetitive work a little lighter.
Small rules. More room to help.
Route requests, flag important conversations, and keep follow-ups from falling through the cracks.
These rules are saved in this browser. Connect an event processor to run them.
Give urgent tickets a head start
PriorityWhenWhen priority changes
IfPriority is Urgent
ThenAssign to Technical support
Follow up on waiting customers
Follow-upWhenWhen a ticket is updated
IfStatus is Pending
ThenAdd tag: follow-up
Welcome new customers
OnboardingWhenWhen a new ticket arrives
IfCustomer plan is Starter
ThenApply saved reply: Getting started