AI + Workflows

Integrate Google Sheets into Front in 3 simple steps: Step 1: Open your Google Sheet normally and Copy the url. Step 2: Create a new App, add a name and an Icon you can easily recognize: Step 3: Add the Sidebar plugin feature to your app and paste the url from Step 1: You’re all set! 😃 Go to

If you’re having trouble getting up to speed with Connectors, you can now submit your feedback directly in Front.  You should see a Share feedback option when using the Send app request node and other Connector options in your rules, macros, and other workflows. We look forward to hearing from you! 

One approach that worked well for us when routing conversations automatically was combining multiple rule conditions instead of relying on a single trigger.For example, instead of routing only based on the recipient inbox, we built rules that check:• Sender domain (partner/vendor/client)• Keywords in the subject line• Whether the email came through a specific shared inbox• Presence of certain tagsThis allows Front to route conversations much more accurately. A typical rule for us looks something like:IF:– Email received in Support inbox– Subject contains a keyword like “invoice” or “billing”THEN:– Add tag Billing– Assign to Finance queue– Set a reminder if no reply within 24 hoursWe also make sure automation only assigns if the conversation is unassigned, which prevents rules from overriding manual assignments.O

I am wondering if anyone has found an easier way to navigate through the Auto-Created Customer Contacts? At this point, the only option I am seeing is to scroll from top to bottom. Is there currently a more efficient way to search through this list, aside from exporting and filtering?

Hello everyone, My name is Jacob and I am about to take my test for admin certification!

If you’ve been using Connectors or are curious about incorporating them into your Front workflows, we’re looking to partner closely with a few customers to help you adopt them or take your existing usage to the next level. We’d also like to hear about what improvements we could make. Interested? Become one of our design partners: 

Connectors allow you to supercharge your macros with dropdown menus powered by API results. This means that Front teammates can select from a dynamic list of items populated from an external service, such as contacts from a CRM or goods from an inventory management system.  When your teammates open the dropdown menu in the macro to select the item they want to view or update in the macro, they might be confronted with a long list of results, making it hard to find the correct item. To solve this, add search and pagination parameters to your app requests. Search parameters allow teammates to search only for the items they’re interested in, filtering down the total results. Pagination parameters automatically add scrolling to the list, pulling in more results as your teammates your mouse down reviewing results. Vide

Integrate Google Scheduler into Front in 3 simple steps: Step 1: From your Booking Page Sharing Options copy the src url form the Website embed tab (Inline Booking page):  Step 2: Create a new App, add a name and an Icon you can easily recognize: Step 3: Add the Sidebar plugin feature to your app and paste the src url from Step 1:

Integrate Calendly into Front in 3 simple steps: Step 1: From Calendly Scheduling links, click on Copy link. Step 2: Create a new App, add a name and an Icon you can easily recognize: Step 3: Add the Sidebar plugin feature to your app and paste the link from Step 1: You’re all set! 😃

Integrate AirTable into Front in 3 simple steps: Step 1: From your table sharing options, go to Embed this base and copy the src url. Step 2: Create a new App, add a name and an Icon you can easily recognize: Step 3: Add the Sidebar plugin feature to your app and paste the url from Step 1: 

HI! Is it possible to upload an Excel file that shows our transit time for delivery lanes into Front Knowledge base and then have that information auto-populate/suggest response into an email response based on the email containing “transit time”? 

What we covered: We walked through how to build a Connector that lets your teammates update Salesforce objects—like opportunities, cases, and contacts—directly from Front conversations, no code required. Resources:Workshop Recording (starts at 3:50) - Watch the session to learn how to set up your Salesforce Connector in just 10-15 minutes  

Hi everyone,I'm currently setting up Front for a Manufacturer's Rep agency in the HVAC/Plumbing industry. We have a specific workflow where "Stocking Orders" (POs over $25,000) need to be routed differently than standard daily orders.The challenge is that the dollar amount is usually located inside the attached PDF Purchase Order, not in the email body.Has anyone found a workaround for routing rules based on text/numbers inside an attachment? Or is the best practice to train our vendors to put "$25k" in the subject line so Front's rules can catch it?Thanks!

Hello,I would like to share my wish to have an “ALL” tab within every Tag.Currently when within a tag you have to look in Open, Snoozed, Archived, Trash or Spam. It would be amazing to have an “ALL” tab where everything is listed.  It would save a lot of time when looking for something to go to “all” rather than each tab.Perhaps a new year’s wish will come true  ;)   

Join Front’s community team for three hands-on Connectors workshops in January! Follow along as we automate workflows between Front and your 3rd-party tools. January 15: Salesforce <> Front workflows: Use Connectors to update Salesforce objects directly from your inbox. January 22: HubSpot <> Front workflows: Use Connectors to easily manage customer data in HubSpot. January 29: Jira <> Front workflows: Use Connectors to create Jira tickets from Front with just a few clicks. Register nowCan’t make it? No p

We recently launched a detailed video explaining how to set up a macro leveraging Connectors to process Stripe refunds for customers. This week, we expand upon that video with a useful tip for filtering your list of customers using an email address.Hope you enjoy!Video tutorial: Want to learn more about Connectors?Check out these resources:Connectors space on the Community Help Center: Understanding Connectors

One of the actions inside a rule is to send an email. You can send multiple people each the email of course. What would be great is to send a person an email and cc another person along with it. I use a template email inside a rule, and having to send two or three people the email seems clunky. 

Hey Front community!We’re thrilled to showcase a new example of leveraging Front Connectors to process refunds in Stripe directly from your Front inbox. The best part is, the full walkthrough takes less than 15 minutes and there is no coding required! This setup involves just 3 app requests and 1 macro, allowing teammates to easily select the customer, the payment to apply the refund to, and the amount to refund. Teammates will also see a confirmation message once the refund has been successfully processed in Stripe.  Pre-requisites:Before diving in, make sure you’ve done the following in Stripe:Have access to your Stripe dashboard We recommend switching to your

Hello!I wanted to create a rule with a ‘Rule set data’ using keywords to assign to a specific teammate who are on Front, but there are some keyword rules that should forward the email to a teammate who are not on Front. Is there a way to create one rule, Where keywords are triggered and assigns to a teammate                                orKeywords are triggered but forwards the email to a teammate who are not on Front.or is creating two different rules is my only option?  

We currently utilize the platform “Acadia” to house all policies, procedures, onboarding and training. I’m curious if anyone in the community has experience with Acadia and has effectively integrated Front and Acadia. What specific workflows or automations were most effective? What integration tools or methods did you use to connect Front and Acadia? Did you come across any limitations or data sync issues when connecting the two systems? What key take-aways would you offer to a company looking towards this integration?

HI! What is the best way for a team with multiple supervisors to manage SLA Breaches? Should we subscribe all supervisors to those emails once the SLA tag/rule is trigger? Should we create views instead based on certain inboxes? Or should we create customer inbox fields for Inbox owner/supervisor and set up a rule to send SLA breaches to only inbox owner ?

Hi All,How can I create an auto-response in Front that sends an email to the client, informing them that their ticket has been created and assigned to a consultant?PS: Keep in mind that we have a number of consultants, so the system (front) should automatically select the assigned consultant and insert their name into the auto-response.

Hi, Is it possible to generate a list of all the emails I’m subscribed (not assigned) to? For example, if I go on holidays and have a ton of emails subscribed but not assigned then I come back to a sea of emails - UGH! I would like to get a view or list to see what I’m subscribed to so I can manage it. Is this possible? I have tried the subscribed in the side panel but nothing appears here. What is the purpose of the subscribed on the sidebar?