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Question

How can I set up a work process automator that checks if the Source of the ticket is Email?

  • December 31, 2021
  • 3 replies
  • 137 views
shanejackksonn
Apprentice

Hello users!

I want to set up a work process for the thing I've mentioned in the questions. Need tips on how can I do it..

Thanks!

    3 replies

    hemanth.ramya
    Community Manager
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    • hemanth.ramyaCommunity Manager
    • Community Manager
    • January 3, 2022

    Hello @shanejackksonn,

     

    You can set up automation rules (Admin > Workflow > Automations), either ticket creation, time triggers or ticket updates with the condition as ‘If source is Email’, perform the necessary actions. Sample rule for your reference:

    Ticket creation automation rule to add tag on email source tickets

     

    Cheers!

    Ramya, Freshworks Community || Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service :)
      vijay_2am
      Skilled Expert
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      • vijay_2am
      • Skilled Expert
      • January 3, 2022

      Hello @shanejackksonn,

       

      You can set up automation rules (Admin > Workflow > Automations), either ticket creation, time triggers or ticket updates with the condition as ‘If source is Email’, perform the necessary actions. Sample rule for your reference:

      Ticket creation automation rule to add tag on email source tickets

       

      Cheers!

      @shanejackksonn 

      This might be the exact solution you might be looking for.

      Regards | Vijay
      hemanth.ramya
      Community Manager
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      • hemanth.ramyaCommunity Manager
      • Community Manager
      • January 4, 2022

      Thanks for pitching in, @vijay_2am. Happy new year! :)

      Do try the above suggested solution and let us know if it helps, @shanejackksonn. 

       

      Cheers!  

      Ramya, Freshworks Community || Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service :)
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