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 the Pro subscription plan and above.
Click your profile icon in the top right of your site and select Settings from the dropdown menu.
Note: Only administrators can access the site settings and create & manage triggers.
In the General tab of the settings area, select Triggers from the left navigation pane.
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.
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.
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
- Delete the trigger from your
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
- 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