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How to Set Up Automated Workflows in Freshworks:

  • May 1, 2025 11:22 AM UTC
  • 1 reply
  • 84 views

Keval Padia
  1. Go to Admin Settings
    Navigate to the Admin section and select “Automations” or “Workflow Automator”, depending on your product.

  2. Choose When to Trigger
    Pick a trigger point — like ticket creation, lead update, or status change.

  3. Set Conditions
    Add rules or conditions (e.g., "If ticket priority is High and status is Open").

  4. Define Actions
    Choose what happens next — like sending an email, assigning an agent, or updating a field.

  5. Test and Save
    Always test your workflow with sample data before making it live.

1 reply

  • Community Debut
  • May 9, 2025 10:21 AM UTC

Thank you for the information.