Types of Triggers
A trigger is an event that starts a Workflow. Once the Workflow is built and enabled, it will check for that trigger event in the integrated app. HappyFox Workflows supports two types of triggers; understanding these types of triggers will help you understand the Workflows' execution better. The two types of triggers…
Approval Process in Slack using HappyFox Workflows
HappyFox Workflows can help you automate your approval process with Slack. The approvers can take decisions from within the Slack environment and the subsequent steps are automated using workflow automation. Here’s how you do it. Pre-Requisite Your Workflows account should be connected with a Slack Workspace. Re…
Triggering a HappyFox workflow from your Salesforce account
HappyFox Workflows on integrating with Salesforce allows you to automate steps within the Salesforce account. You can trigger a workflow from your Salesforce account as well to automate steps on HappyFox helpdesk. Steps to create a Workflow trigger in Salesforce account: 1. Integrate your HappyFox Workflows an…
How to integrate your HappyFox Workflows account with Jira?
Integrating Jira account with HappyFox Workflows account allows you to automate steps within the Jira account using Workflows. The integration can be achieved using a few simple steps. Steps to Integrate: * Login to your HappyFox Workflows account. * Under the Apps section, go to the Jira section . * Copy t…
Automatically move Ticket Categories using Smart Rules
HappyFox lets you change ticket categories automatically via Smart Rules, upon satisfying a condition. Available in all Pricing Plans Steps : * Go to Automate >> Smart Rules. * Click on Create a Smart Rule. * In the actions section, under " Set Ticket Properties ", choose "Set Category". * Choose the destinat…
