Within Teamwork Desk, you can view and manage all triggers across your inboxes in a centralized area of your site settings.

Note: Triggers are available on Pro subscriptions and above.

The site-level Triggers area can only be accessed and managed by site administrators on your account. Inbox administrators can manage triggers for the associated inbox via the inbox's individual settings.

Click your profile icon in the top right of your site and select Settings from the dropdown menu.

Image Placeholder

In the General tab of the settings area, select Triggers from the left navigation pane.

Image Placeholder

The Triggers section is subdivided into two tabs for automatic and manual triggers. Select the relevant tab to view the corresponding list of existing triggers created for your site.

Image Placeholder

Managing existing triggers

The Triggers area contains all automatic and manual triggers that currently exist across the inboxes on your site. Using the quick search field at the top of the list, you can search for specific triggers.

For each trigger in the list, you will see the trigger name, number of inboxes it is applied to, who created it, who last modified it, and whether it is active. Any triggers shared across multiple inboxes will also have a Shared tag beside the trigger name.

Image Placeholder

Hover over a trigger to reveal the additional options:

  • Share the trigger with other inboxes on your site.
  • Edit the trigger's settings (general, conditions, actions, associated inboxes).
  • Delete the trigger from your site.

Image Placeholder

Creating triggers

You can also create additional triggers in this section by clicking Add Trigger in the top right.

When creating a trigger, you can set general details such as name, description, status, and type. Additional options include:

  • Conditions - select certain conditions that need to be met in order for the trigger to be applied to a ticket.
    • Note: Company conditions are available on Premium subscriptions and above.
  • Actions - set specific actions to occur when the selected conditions are met.
  • Share - select which inbox(es) should be given access to the trigger and whether to apply the trigger to existing tickets.

For more information, see: Setting an Inbox Trigger