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Answered

Is there a way to fire a macro via an Inbox Rule?

  • September 13, 2021
  • 1 reply
  • 15 views

Are there plans, or any workarounds that would allow an Inbox rule to trigger a Macro instead of the current options?

  • Assign To
  • Close Conversation
  • Mark as Priority
  • Tag Conversation
  • Apply Conversation SLA

 

For the bigger picture, based upon a user profile trigger, unless they're paying for a premium support plan, they have to utilize the Help Center for self-service support. Ideally we'd want to apply a Macro that:

  1. Provides a canned message that they should search for assistance in the Help Center
  2. Close out the Conversation.

 

Currently, it seems like the closest way to approximate that is two-fold:

  1. Use a rule to assign these users to a specific inbox
  2. Fire the macro from that inbox

It would require the extra step of enacting the macro...but seems to be as close as we can get with the current actions available for Inbox Rules.

 

Am I missing anything?

Best answer by User767

Totally second that! We've been looking for a feature like this for months. It would save our team hours of having to manually reply to ever convo in an inbox with one macro.

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  • September 13, 2021

Totally second that! We've been looking for a feature like this for months. It would save our team hours of having to manually reply to ever convo in an inbox with one macro.


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