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Showing articles from automation tag

How to create and use a Report Template?

A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required. Creating a Report template: * Create a report . * Click on the edit symbol next to the report name in the menu. * Click on ‘Save as report template’. * Add a name for the report…

How to run Smart Rule once on a ticket?

Nature of Smart Rules is to work on a ticket "Every Time" the conditions match on a new update. However, Happyfox allows you to  restrict your Smart Rule executions to just once when the conditions match. Available on all pricing plans. Steps to enable this function: * Go to Automate >> Smart Rules. * Clic…

Integrate HappyFox with 850+ SaaS tools using Integromat

Integromat is an integration platform that enables one to connect apps and automate workflows using a visual builder. With Integromat’s HappyFox integration you can automate your customer support workflows, from start to finish across multiple applications. Applicable HappyFox Plans : ✔️ Mighty  ✔️ Fantastic ✔️ E…

How to get field IDs from HappyFox

Field IDs are required when you are trying to access HappyFox API to automate your workflows. While Ticket ID is displayed on the ticket list and ticket details page, to find the IDs of other properties in the app, you may have to query the API. How to get field IDs from HappyFox API? 1. Go to Manage >> Integrati…

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