The Event & Time section of Automation is designed to automate workflows based on specific triggers, conditions, and actions. When certain triggers occur, and predefined conditions are met, the workflow is executed, automatically performing a series of actions.
Trigger
Triggers are the starting point for any workflow within the Automation Engine. They represent specific events or changes that initiate the workflow process. Once a trigger is activated, the engine checks whether the defined conditions are met before proceeding with the corresponding actions.
Example Triggers:
Ticket is created
Ticket is Unread
Ticket's status is updates
Conditions
Conditions define the criteria that must be satisfied for the workflow to continue after a trigger has been activated. They act as filters, ensuring that actions are only taken when specific requirements are fulfilled. Multiple conditions can be set, and they are combined using an AND operator, meaning all conditions must be true for the workflow to proceed.
Example Conditions:
Contact Domain
Contact Email
Lead Assignee Status
Ticket Status
Ticket Title
Time Since
Actions
Actions are the operations performed when a workflow is triggered, and the conditions are met. Actions are the final step in the workflow process, where specific tasks are automatically executed as a response to the trigger.
Example Actions:
Add Assignee
Add group(s)
Add private comment
Add tag(s)
Change status to
β
Create Automation Rule
Go to Settings > Automation > Event & Time
Click on the +Automation Rule button.
In the popup that opens, provide a name for your rule.
In the WHEN section, specify the trigger for the rule.
Set the conditions that must be met for the rule to execute.
In the THEN section, add the actions that should be executed when the conditions are met.
Click on the Save button.
Sample Automation Rules
Example 1: Assign to John if ticket is created by any contact with abcheavy.com.au
Example 2: Change to closed if solved for over 96 hours
Example 3: Notify an assignee or group(s) if unread for over 4 hours