Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Help Scout
Trigger: Watch Conversations
The Keys Pro
Action: Select an action
1. Select a trigger
  • Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

  • Triggers when a customer is created.

  • Triggers when a satisfaction rating is received.

2. Select an action
  • This will create a share with the declared digicode and send an email to the user

Select a trigger and an action

Create workflow (opens in a new tab)