Choose when a rule applies
Build rules for conversations, tasks, projects, invoices or opportunities. Combine conditions to target the records that need follow-up.
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Routine follow-up
Give repeat work a consistent next step
Use configured triggers, conditions and actions to handle recurring workflow steps. Review rule activity and try changes in dry-run mode before enabling live actions.
Keep work organized
Use supported actions to assign work, change statuses or priorities, and add tags. Completion and approval rules still apply.
Create the follow-up
Create a task or send an internal notification from a rule. Supported conversation rules can send email through a configured mailbox.
Review before going live
Use dry-run mode to review rule outcomes and inspect execution history. Authorized users can run eligible rules manually for a record.
Works with
Continue the work across UnifyDesk product areas.
Integrations
Outgoing webhooks
Available
Tell your own systems when conversations and invoices change, in signed messages they can verify.