Rules

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5 articles

Getting started with rules

How to create your rules. If you want to automate repetitive tasks, such as tagging tickets or responding to common questions, you're in the right place! In this video you will see how to create a ru…

Updated 1 week ago by Amy

Setting up your workflow using rules & views

If you're not familiar with the basics on Rules and Views check out the articles below before you get started: - Rules - Views , Use cases. How to utilize rules and views to create a workflow for you…

Updated 4 months ago by Thomas Trinelle

Rules - Main Use Cases

In this article, you will find use cases for rules, views, and actions in macros that you can replicate and customize for your business. We will be expanding this article over the coming weeks and mo…

Updated 1 week ago by Thomas Trinelle

Finding common variables in the rules

If you're not familiar with the basics on Rules and Views check out the articles below before you get started: - Rules - Views , Use cases. How can I find where to access variables in the rules?. We…

Updated 5 months ago by Zach Banov

Common questions regarding rules

There can be several reasons why your rule is not performing as expected. Some of the most common ones are listed here.

Updated 1 week ago by Tina