{"id":18706,"date":"2023-06-05T15:17:41","date_gmt":"2023-06-05T15:17:41","guid":{"rendered":"https:\/\/vigneshkarthik.website\/helpdesk\/?page_id=18706"},"modified":"2024-08-12T09:30:55","modified_gmt":"2024-08-12T09:30:55","slug":"automations","status":"publish","type":"page","link":"https:\/\/help.desk365.io\/en\/collections\/automations\/","title":{"rendered":"Automations"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"18706\" class=\"elementor elementor-18706\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3275d2a e-flex e-con-boxed e-con e-parent\" data-id=\"3275d2a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-82a098f elementor-widget elementor-widget-html\" data-id=\"82a098f\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<nav aria-label=\"breadcrumbs\" class=\"rank-math-breadcrumb\"><p><span class=\"last\">All Collections<\/span><\/p><\/nav>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5980d3c elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"5980d3c\" data-element_type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"55\" height=\"55\" viewBox=\"0 0 55 55\" fill=\"none\"><g clip-path=\"url(#clip0_214_147)\"><path d=\"M27.5 55C42.6878 55 55 42.6878 55 27.5C55 12.3122 42.6878 0 27.5 0C12.3122 0 0 12.3122 0 27.5C0 42.6878 12.3122 55 27.5 55Z\" fill=\"#C9D1FF\"><\/path><path d=\"M19.2339 22.0502L22.4069 18.8773C22.8822 18.4019 23.6529 18.4019 24.1283 18.8773L27.3013 22.0502H31.7885C32.4606 22.0502 33.0057 22.5952 33.0057 23.2675V27.7547L36.1787 30.9276C36.654 31.403 36.654 32.1737 36.1787 32.6491L33.0057 35.822V40.3092C33.0057 40.9815 32.4606 41.5265 31.7885 41.5265H27.3013L24.1283 44.6994C23.6529 45.1747 22.8822 45.1747 22.4069 44.6994L19.2339 41.5265H14.7467C14.0744 41.5265 13.5295 40.9815 13.5295 40.3092V35.822L10.3565 32.6491C9.88116 32.1737 9.88116 31.403 10.3565 30.9276L13.5295 27.7547V23.2675C13.5295 22.5952 14.0744 22.0502 14.7467 22.0502H19.2339ZM15.964 24.4847V28.7631L12.9387 31.7883L15.964 34.8136V39.0919H20.2423L23.2676 42.1172L26.2928 39.0919H30.5712V34.8136L33.5963 31.7883L30.5712 28.7631V24.4847H26.2928L23.2676 21.4595L20.2423 24.4847H15.964Z\" fill=\"#1F274F\"><\/path><path d=\"M39.0831 14.3446L40.576 15.8375C40.7997 16.0612 40.7997 16.4238 40.576 16.6475L39.0831 18.1403V20.2516C39.0831 20.5679 38.8267 20.8243 38.5104 20.8243H36.3991L34.9062 22.3172C34.6826 22.5409 34.3199 22.5409 34.0963 22.3172L32.6034 20.8243H30.4922C30.1758 20.8243 29.9194 20.5679 29.9194 20.2516V18.1403L28.4266 16.6475C28.2029 16.4238 28.2029 16.0612 28.4266 15.8375L29.9194 14.3446V12.2334C29.9194 11.917 30.1758 11.6606 30.4922 11.6606H32.6034L34.0963 10.1678C34.3199 9.94407 34.6826 9.94407 34.9062 10.1678L36.3991 11.6606H38.5104C38.8267 11.6606 39.0831 11.917 39.0831 12.2334V14.3446ZM37.9377 12.8061H35.9247L34.5013 11.3827L33.0779 12.8061H31.0649V14.8191L29.6415 16.2425L31.0649 17.6658V19.6789H33.0779L34.5013 20.8243L36.0001 19.5H37.9377V17.6658L39.3611 16.2425L37.9377 14.8191V12.8061Z\" fill=\"#1F274F\"><\/path><path d=\"M23.3901 35.7799C25.5269 35.7799 27.2591 34.0476 27.2591 31.9108C27.2591 29.774 25.5269 28.0417 23.3901 28.0417C21.2532 28.0417 19.521 29.774 19.521 31.9108C19.521 34.0476 21.2532 35.7799 23.3901 35.7799Z\" stroke=\"#1F274F\" stroke-width=\"2\"><\/path><\/g><defs><clipPath id=\"clip0_214_147\"><rect width=\"55\" height=\"55\" fill=\"white\"><\/rect><\/clipPath><\/defs><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51a14e7 elementor-widget elementor-widget-heading\" data-id=\"51a14e7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Automations<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-99a8c9f e-flex e-con-boxed e-con e-parent\" data-id=\"99a8c9f\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bcfe887 cdoc-c elementor-widget elementor-widget-Docly_single_doc\" data-id=\"bcfe887\" data-element_type=\"widget\" data-widget_type=\"Docly_single_doc.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t            <div class=\"container\">\r\n                <div class=\"row\">\r\n                                            <div class=\"col-lg-4 col-sm-6\">\r\n                            <div class=\"categories_guide_item wow fadeInUp\">\r\n                                                                <div class=\"doc_tag_title\">\r\n                                    <h4>Configuring Workflow Rules<\/h4>\r\n                                <\/div>\r\n                                <ul class=\"list-unstyled tag_list\">\r\n                                                                            <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/configuring-automation-rules-to-run-on-ticket-creation\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Configuring automation rules to run on ticket creation                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/configuring-automation-rules-to-run-on-ticket-updates\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Configuring automation rules to run on ticket updates                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/configuring-automation-rules-to-run-on-time-triggers\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Configuring automation rules to run on time based triggers                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/get-notified-every-time-a-ticket-is-created-in-your-helpdesk\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Get notified every time a ticket is created in your helpdesk                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/using-custom-ticket-fields-in-automation-rules\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Using custom ticket fields in automation rules                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/automation-using-ticket-forms\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Automation using ticket forms                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/automation-using-groups\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Automation using groups                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/sending-ticket-data-to-third-party-tools-using-trigger-webhook-option\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Sending ticket data to third-party tools using 'Trigger Webhook' option                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/auto-assign-to-agent-who-responds-to-ticket-during-ticket-updation\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Auto assign to agent who responds to ticket using ticket updates                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/using-replied-content-placeholders-in-automation-rules\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Using replied content placeholders in automation rules                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/ticket-requester-in-send-email\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Automation rule: Ticket requester in send email                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/null-checks-in-automation-rules\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> NULL checks in automation rules                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/creating-automation-rules-using-date-is-today-field\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Utilizing automation rules using 'Date Is Today' field                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/setting-up-the-automation-rule-using-tasks-to-do-action\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Adding 'Tasks to Do' to tickets using automation                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/adding-time-entries-to-tickets-using-automation\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Adding 'Time Entries' to tickets using automation                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/automating-ticket-assignment-using-round-robin\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Automating ticket assignment using Round-Robin                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/add-watchers-to-tickets-using-automation\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Add 'Watchers' to tickets using automation                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/using-the-share-to-feature-in-automation\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Using the 'Share To' feature in automation                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/automating-ticket-assignment-to-the-responding-agent\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> Automating ticket assignment to the responding agent for unassigned tickets                                            <\/a>\r\n                                        <\/li>\r\n                                                                                <li>\r\n                                            <a href=\"https:\/\/help.desk365.io\/en\/articles\/share-organization-wide-tickets-with-a-specific-contact\/\">\r\n                                                <i class=\"icon_document_alt\"><\/i> How to share organization-wide tickets with a specific contact                                            <\/a>\r\n                                        <\/li>\r\n                                                                        <\/ul>\r\n                                                            <\/div>\r\n                        <\/div>\r\n                                        <\/div>\r\n                <div class=\"text-center\">\r\n                    <a href=\"https:\/\/help.desk365.io\/en\/collections\/automations\/\" class=\"doc_border_btn all_doc_btn wow fadeinUp\">\r\n                        <i class=\"arrow_right\"><\/i>\r\n                    <\/a>\r\n                <\/div>\r\n            <\/div>\r\n            \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Automations Configuring workflow rules Configuring automation rules to run on Ticket Creation Configuring automation rules to run on Ticket Updates Configuring automation rules to run on &#8216;Time Triggers&#8217; Get notified every time a ticket is created in your helpdesk Using Custom Ticket Fields in Automation Rules Auto Assign to Agent who responds to ticket &#8211; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"class_list":["post-18706","page","type-page","status-publish","hentry","no-post-thumbnail"],"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/pages\/18706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=18706"}],"version-history":[{"count":20,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/pages\/18706\/revisions"}],"predecessor-version":[{"id":28115,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/pages\/18706\/revisions\/28115"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=18706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}