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NMcIntyre
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Neil McIntyre

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NMcIntyre on August 02, 2023
Form Submission Workflows
My company has many incoming form types from different platforms. The platforms, such as facebook, use a wide variety of Properties in their submissions. At present, we react to these forms with automation that enrolls a contact 'on a form subm read more
Reply Idea Workflows
0 upvote
0 Reply
nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
191 upvotes
86 Replies
NMcIntyre
Member
May 01, 2023
Staff should definitely have some availability management. Maybe a tie in to the meeting scheduler? if there was a tick box 'remove me from allocatio...read more
Ryan1965 on July 08, 2020
Reassigning Chats Due to Inactivity
Hi! From time to time we step away from our desks for a variety of reasons and forget to mark ourselves as away. Sometimes a chat will come in and we neglect them on accident. Is it possible to have a feature that will automatically reassig read more
Reply Idea Conversations
42 upvotes
8 Replies
NMcIntyre
Member
August 18, 2022
yes! inactivity timer as a condition on if/then action but also need if/then to be possible on the action where we assign it to an agent as nothing ...read more
NMcIntyre on July 07, 2022
Branch logic with 2 values - Matching Value and Value to Use in Action
I use Branch on a lot to implement logic (for each in the list, vary the actions with a different property to set). For example, a list of email addresses which will be found in a contact property, that should set a contact owner I would li read more
Reply Idea Workflows
1 upvote
0 Reply
NMcIntyre on July 07, 2022
Set contact owner by matching Email
I sometimes have contacts created which have a property of Email address which i need to match against a list of contact owners. At present, I must maintain a list of branch on email address actions, and assign contact owner manually within eac read more
Reply Idea Workflows
0 upvote
0 Reply
jessehowes on December 09, 2020
Cloning Fixes in Workflows
The ability to clone individual actions is great. However, would it be possible to clone an individual action to multiple spots at once, rather than clone one at a time, clicking save, then cloning again? This would save a huge amount of time for read more
Reply Idea Workflows
1 upvote
1 Reply
NMcIntyre
Member
July 07, 2022
This is exactly what i need. I think your title could be better, perhaps 'Clone actions to multiple places' When i am doing a bunch of actions in...read more
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