Automation¶
Start New Conversation¶
The start new conversation step will create a conversation with all the relevant information. It will also send an initial email to the configured email address.
What Will Happen¶
When this automation is triggered, a new conversation will be created. This conversation will be linked to the parent LimeObject that triggered the creation and will contain a reply_to_id. An email will also be sent to the addresses in the 'To' and 'Cc' parameters. These emails will also be added to the conversation as followers.
Parameters¶
Start New Conversation takes a few parameters:
| Parameter | Description | Requirement |
|---|---|---|
| Monitored Account | Selected from a list of configured monitored accounts. | Required |
| Subject | The email subject. Can be configured using a formula step. | Required |
| Body | The text that should be in the email. Can be configured using a formula step. | Required |
| To | External email that should receive the initial email. Configure using a formula step. | Required |
| Cc | The Cc for the initial email. | Optional |
Body Text Editor¶
Merge Codes¶
Merge codes allow you to insert specific data from the limeobject that the automation is based on. For example, if the automation is based on helpdesk, {{ person.name }} retrieves the name of the person associated with the helpdesk. This demonstrates that merge codes with several relations away are supported.