Automations

Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.

Create a rule: choose the source module, event, optional resulting state, and the Support ticket or Service order to create. Enable both source and destination modules.
Choose whether a person must approve the action, then activate the rule. It starts with new events; it does not replay history or events received while paused.
Open Runs to review approvals and results. Correct the cause of a failed run before retrying it. Generated records do not start another chain of rules.