Responses & automations
Automations: sending responses where you work
Categories, rules, tags and webhooks.
Automations has two parts.
Categories
What responses get sorted into. Give each a name and a one-line description of when it applies, as you would explain it to a new teammate. Better descriptions mean better sorting.
Rules
A rule reads as a sentence: when a response is [category] and urgency is [level] and not spam, then [action]. Actions:
- Add a tag: a label you see in Responses and can filter on.
- Send to a webhook: a copy of the response and its labels is posted to a URL you provide. This is how you reach Slack, Zapier, Make, HubSpot and most other tools.
- Email me: coming soon.
Spam never triggers a rule unless the rule itself is about spam. Save changes; they apply to new responses immediately.
Describe it instead
If "Describe what you want" is available in your workspace, type the rule in plain language, review the result, and save.
Didn't answer it? Contact us.