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 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 students.
Similar Senders
Find a list of contacts with emails from the same hostname from an email profile card.
Smart Multi-Record Search
A smart search that can search multiple record types in a single query based on what you type.
Test Custom Fieldset
A custom fieldset for that includes an example of every custom field type. This is useful for evaluation, development, and testing.