Ideas
Product updates
Events
Academy

Home
Discussions
Front users
Workflows discussion

Workflows discussion

Find inspiration from fellow Front users on their setup, workflows, or other creative ways they solved problems with Front.

14 Topics
37 Replies

When you subscribe we will email you when there is a new topic in this category

14 Topics

Recently active

Most replies Most views Newest first

helenaCommunity Manager

published in Workflows discussion

How to use this forum

This forum is the home base for all things workflows in Front, which we define as:An automation or rule you’ve set up to increase efficiency A series of automated rules and/or manual actions that enable individuals or teams to be more productiveThe type of posts you might expect to find here are:Our team showcasing our customers’ or Front’s own internal workflows Users sharing their own impactful workflows Questions from users for ideas on how to build workflows to achieve their goalsWe hope you find lots of inspiration here and also share any workflows that have helped you!If you have specific questions about how to use a feature in Front, head over to Product Q&A.

590

2 months ago

JeffConversationalist

posted in Workflows discussion

Best way to handle customers replying to old threads for new cases

Hello,It seems the default action is for Front to simply place a reply on an old thread back in to Assigned to me box.In the past we have seen a customer reply to an old thread for a new request, and for one reason or another the reopened thread in Assigned to me was missed by that person.It seems like within Edit Rule, there could be a condition if Archived to send it back to unassigned. I have tried a few combinations but nothing clicks.Ideally, if a conversation is Archived, and a reply reopens it, it goes back to the unassigned box.Thanks for any guidance.

6 hours ago

helenaCommunity Manager

published in Workflows discussion

What individual automations and rules increase your productivity?Share your workflow

Tag conversations while on leave What are your automations for individual productivity? Since Front has a rule engine for your individual workspace, the sky is the limit in creating workflows to handle your work for you.Here’s one that’s good for organizing your work when you need to go on an extended leave such as a parental leave, sabbatical, or a disability leave. You can create an individual rule (which works only on your individual workspace) to add a tag to all the messages you receive while you’re out:Now, when you come back, you’ll be able to quickly see which conversations were during your leave, versus the current ones after you came back. Of course, you can always check the date stamp on the emails as you catch up on your inbox, but I personally found it much easier to stay organized by having a visual indicator on the conversations. You could even further categorize with specific tags if you have certain priority senders or topics that you want to organize; that way, you ca

1696

2 days ago

helenaCommunity Manager

published in Workflows discussion

How do you distribute work amongst your team?Share your workflow

Round robin assignment rule How do you divvy up work on your team? As Front users, we already have a huge advantage working in shared inboxes compared to a traditional single-player inbox where everyone must share one login. Now, in this multiplayer inbox world, what further workflows do you use to make sure all the work is distributed? Share with us what your systems to assign work are, or browse the thread to get some ideas for your own team. If you see something you’re curious to know more about, feel free to ask in the thread. I’ll kick us off with an assignment rule that Front’s own support team uses for chats:Note: If your rule templates look a bit different, that’s because we’re rolling out an updated design that hasn’t gotten to you yet, but you can still recreate the above rules using your templates. The design is slightly different, but all the elements are the same.Our Chat inbox receives messages from our customers who are on the plans with access to chatting with support.

1393

2 days ago

Ian_ClarkRookie

asked in Workflows discussion

Using Equations to create/return a Dynamic Object

Hello!I am currently trying to build a Dynamic Object that returns a URL format where the first two numbers after the static portion of the URL represent the numerical value of the letter + 1.For instance, our order numbers are in the format of AV123456. I have this set to work as a dynamic object and it returns the correct URL. It is currently set as:Target String: A,Letters (exactly 1), Digits (Exactly 6)Target URL: ************************************next/21Digits(Exactly 6) It works beautifully. However, there are previous orders and future orders where the second letter is not V, and for this reason, 21 will not remain permanently static.21****** represents the value of V(20) + 1 and the * represent the remaining numerical digits of the order number.Is there a way to build out a dynamic reference that takes the Letter Value, Converts it to the Numerical Value and then Adds 1 to it?

2 days ago

helenaCommunity Manager

published in Workflows discussion

What manual processes have you transformed into automations?Share your workflow

Notify teammates based on tag One of the things I love to work on with customers and our own team is how to automate our manual processes so that we free up our time to do bigger and better things. I’ve joked with one of my teammates, Jason (technical support engineer), that we want to automate our jobs away. That’s not the end, of course — automation would be a means to evolve our own jobs to work on even more impactful things. (BTW @jason, I’d love if you could share an example of an automation you’ve built that has saved our support team from the manual actions we used to be tied to!)To our fellow Front users, please share some of your processes that you’ve turned from manual to automatic. Or, share something you’d like to automate — the rest of us can share tips or how we’ve achieved it.In the meantime, I can share a nifty little rule that our Education team uses — we have surveys at the end of every Front Academy course, which learners can fill out and the results get sent to our

1753

7 days ago

peter_at_prelloConversationalist

asked in Workflows discussion

Is it possible and how to create custom "front_chat" channel with Core API ?

Hi,The documentation states that it is possible to create a custom channel, but is this possible for a "front_chat" type?I try but I have a bad request or conflict statutThanks

20 days ago

tmartinRookie

posted in Workflows discussion

Create a smart rule for a custom URL Link tag based on a reference # in email subject line

This is the custom workflow I created using smart rules. I work for a 3rd Party Logistics Company and we have our own internal system for managing and updating shipments. I happened to notice that the URL for each shipment in our system was the exact same and only the shipment number listed in the URL is what changed. For each new incoming/outgoing email, the rule searches the subject line for reference number that starts with “s” followed by digits. If said number does exist, it will copy that number and paste it into the already existing text and complete the URL link that will direct you to that very same shipment page in our system. I hope this helps!

1 month ago

makersoftwareRookie

asked in Workflows discussion

Badge winners

justinhas earned the badge Smarty Pants
justinhas earned the badge Conversationalist
justinhas earned the badge Savvy Hero
Maxime Haudeberthas earned the badge Icebreaker
Lukehas earned the badge Icebreaker

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Front credentials

Username *

E-mail address *

First Name *

Last Name

(Private)

Only you and moderators can see this information

Job Title *

Company *

User Type (select all that apply) *

Team

Password *

I have reviewed and accept the Front Community Terms and Conditions and the Front Privacy Notice.

I certify that I am not a bug bounty hunter and will not engage in any sort of penetration testing. I understand that creating a community account as a bug bounty hunter forfeits my right to receive bounties, and opens me to legal, financial, and criminal prosecution.

loginBox.register.email_repeat

Login to the community

No account yet? Create an account

Use your Front credentials

Username or Email

Password

Remember me

Forgot password?

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Workflows discussion

How to use this forum

Best way to handle customers replying to old threads for new cases

What individual automations and rules increase your productivity?Share your workflow

How do you distribute work amongst your team?Share your workflow

Using Equations to create/return a Dynamic Object

What manual processes have you transformed into automations?Share your workflow

Is it possible and how to create custom "front_chat" channel with Core API ?

Create a smart rule for a custom URL Link tag based on a reference # in email subject line

Otter.ai Integration

Cordless.io

5 supply chain management workflows 3PLs should implementShowcase

Top 3 workflow winnersShowcase

Best custom plugin workflowsShowcase

Best chatbot and partner integration workflowsShowcase

Badge winners

Sign up

Use your Front credentials

Login to the community

Use your Front credentials

Scanning file for viruses.

This file cannot be downloaded