Use email received as a trigger for an automation
planned
D
Damon Ryan
From Support Ticket: I can't automate status change or anything based on email thread (eg WHEN New Email received THEN change status)
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Zach - ClickUp
planned
Hey everyone,
I want to be candid about the progress here. We're going to pause on this as we work on other email improvements. Once we're happy with the state of our email feature, we'll be more than happy to revisit this and get it shipped.
I'm keeping as planned because it's still a priority for us to do.
Thank you for understanding.
Mickey Preisach
This is a bummer - we send a lot of emails to our customers but have no clue if/when they reply back to us. We need to manualy open each ticket and scroll down. Any better ideas here?
Alexandros Tsionis
This feature is so important, when we want to do a really good ticketing tool. We want to push back tickets from status "waiting for answer" to "in work hotline", when the customer answers via Email.
Can't wait for this feature.
Brandon Powers
Using ClickUp tasks to represent customer support here - really needing a way to capture status of a ticket awaiting feedback (e.g. customer emails in to the task (or replies to an email from the task). We need to ensure we have visibility to this and keep record so that we can promptly reply. Far too easy to miss notifications or have them get buried (not a hit against ClickUp notifications, by the way, its just the nature of notifications).
R
Ross Cirkovic
+1 for "registering email as a comment for task automation" :) It would definitely help a lot to be able to use the email as a trigger to flag the tast when a response from client is received. Looking forward to this feature! Thanks!!
Silke Dury
Our workflow is very similar to this: We run an email-based customer service via ClickUp. Emails are automatically forwarded to a certain list, we reply them directly from ClickUp and then complete the task. However, if a reply arrives to our email, we need to manually search for the task and again, manually reopen it. Because if this, lots of email replies can go under the radar which is pretty annoying.
An automation would be a nice feature which enables to automatically change status when a new email / comment arrives.
However, with this being postponed, it would be helpful in the meantime if email replies were shown as notifications in the inbox.
Alexandros Tsionis
There is not even a workaround, this is so annoying.
Zach - ClickUp
planned
Hey everyone,
I want to be candid about the progress here. We're going to pause on this as we work on other email improvements. Once we're happy with the state of our email feature, we'll be more than happy to revisit this and get it shipped.
I'm keeping as planned because it's still a priority for us to do.
Thank you for understanding.
H
Hervin Alvarez
Zach - ClickUp Thank you for the update! I was really looking forward to this.
M
Matt Schwartz
Zach - ClickUp .Thank you for being transparent and candid with this. I realize you guys need to ensure the email platform works well before expanding it. Hoping this can still make the feature list this year, thanks again.
Daniel Urbano
Would it be possible to do the same for comments? For example: Every time a "guest" user adds a comment, then change status to "X"
Bryan Lewis
Daniel UrbanoClickup already has a trigger for when a comment is left on a task.
A
Akshat Jain
As part of my workflow, on the basis of replies provided by user via email, wanted to trigger an automation that would help in solving a lot of manual task for the support agents
V
Vincent Brès
Can’t wait for this feature.
M
Matt Schwartz
Can't wait for this feature so we can actually use CU as our CRM and Support Desk, not just a PM tool!
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