Effortlessly set up automated alerts and notifications triggered by specific events and conditions like case creation, email replies to cases or tickets, approval status updates, and upcoming expiry dates for critical documents! 🤖

To get started, go to Settings and select Automations. This can also be accessed from the Tickets and Tasks screen.

Here is list of automations that can be created along with their settings:

When a case is created:

It can:

When an email is received on a case...

It can:

When an email is received on a ticket:

It can:

___ days after the approval is sent and still in progress:

I can:

___ days before immigration expiry date:

It can:

___ days before passport expiry date:

It can:

___ days before social security expiry date:

It can:

In the Automations screen, click on "+" to create a new automation.

Fill in the details based on your preferences and click save.
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To turn automation on or off, simply click on the toggle button.