Trigger a rule, when a label added to a conversation

As far as I can see, this is not available? Would be very helpful. 


For example, when an invoice email with attachment comes in: when I add 'Invoice' label, it will send directly to our online admin tool and close the ticket. 

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  • W B Thank you for your feedback.

    That's right, there is no "When" trigger for label added, but you can add a label as a condition which will allow you to automate based on labels.

    For example, choose the when "Conversations is closed", add a condition for the Invoice label,  and the action to "forward to email" (perhaps? I'm not 100% sure what you meant by "send directly to our online admin tool"). With this rule, you would simply need to add the label and close the conversation for the rule to trigger. Correct me if i'm wrong but this would basically  be the same as what you wanted but in another order.

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    • W B
    • W_B
    • 5 mths ago
    • 1
    • Reported - view

    Hi Danielle, thanks. Yes it’s sending to Moneybird which autom. books it into the system. 
     

    I think it might work the way you say. 

    When Conversation is closed, and has attachment, and is labelled ‘Invoice’ then send to external email. 
     

    Will give it a try.

    Like 1
      • Daniela Backman
      • Customer Success Manager
      • Daniela_trengo
      • 5 mths ago
      • Reported - view

      W B Great, let me know how it goes!

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