Workflows are templates with versioned updates that keep a related set of records in sync between multiple environments (e.g. dev, staging, production).

Built-in Community

Built-in workflows

Auto Dispatcher Automatically assign tickets to workers based on priority. Auto Responder Send an automatic response when new tickets are opened. Auto Watcher Automatically add workers as a watcher when they reply to a ticket... Capture Feedback Capture user feedback while reading email messages. Customer Satisfaction Surveys Gather and monitor customer satisfaction metrics like NPS, CSAT, and CES. DMARC Reports Automatically parse DMARC report attachments in email. Email Notification Mentions Email workers when they are @mentioned in a comment. Generate Profile Images (Amazon Bedrock) Generate profile images from a text prompt using Amazon Bedrock foundational models.... Geolocate IPs (IPstack) Geolocate IPs and render locations on maps with IPstack. Issue Tracking (GitLab Issues) Search and link GitLab issues to tickets. PGP Inline Encryption Encrypt messages with PGP and paste them inline in outgoing email. Record Reminders Create reminders from record profiles and cards. Sender Org By Hostname Assign organizations to new senders based on their email @hostname. Service Level Agreements Enforce Service Level Agreements (SLA) for tickets from organizations. Simple Ticket Search Simplified point-and-click ticket search popup without using search queries. Slack Notifications Notify a Slack channel about new ticket messages. Translate (DeepL) Translate inbound and outbound email messages using the DeepL API. Worker Login Terms of Use Require acceptance of Terms of Use before a worker can log in....

Community workflows

Close Idle Tickets Automatically close tickets after no activity during a given duration. Custom Records (Academia) A set of custom records for academic institutions: instructors, courses, rooms, and... Dropbox Integration A workflow demonstrating integration between Cerb and Dropbox. GitHub Issues Integrate Cerb with GitHub's API Group (Opt-In) Watchers Automatically add workers who are watching a group as watchers for tickets... Group Watchers Automatically add all group members as watchers for incoming tickets. New Ticket Templates A workflow demonstrating how to create tickets from interactive snippet templates with... Similar Senders Find a list of contacts with emails from the same hostname from... Smart Multi-Record Search A smart search that can search multiple record types in a single... Test Custom Fieldset A custom fieldset for that includes an example of every custom field...