Triggered by API

Execute jobs according to whether the case is inbound or outbound. Inbound is when the contact initiates the interaction. Outbound is when the agent or system initiates the interaction.

• From the drop-down, select Case is inbound or Case is outbound.

Execute jobs if the case is assigned to the specified member of your team.

1. Click Select. This opens a new page.
2. From the drop-down, select the user the case should be applied to for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Execute jobs if the contact has any of the selected statuses.

• Select the checkbox for any of the statuses you want the condition to apply to.

Execute jobs if the time when the case status was updated fits into the defined timeframe.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs based on how long a contact has been in the queue waiting to be assigned to an agent. Can be used with jobs to assign the contact to a different queue after a specified amount of time.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs if the contact has been waiting without an agent response for the defined length of time.

• Enter the number of minutes a contact should have to wait for this condition.

Execute jobs if the chat window displays an online status.

• From the drop-down, select Yes or No.

Execute jobs if the number of inbound messages in the case matches the set criteria.

1. From the drop-down, select one of the following operators:
   • Lower than
   • Lower than or equal
   • Equals
   • Greater than or equal
   • Greater than
2. Enter a number of messages. This value cannot be negative.

Execute jobs if the number of outbound messages in the case matches the set criteria.

1. From the drop-down, select one of the following operators:
   • Lower than
   • Lower than or equal
   • Equals
   • Greater than or equal
   • Greater than
2. Enter a number of messages. This value cannot be negative.

Execute jobs based on if the case is assigned to an agent or if it's still waiting in the queue.

• From the drop-down, select The case is waiting in the queue or The case is assigned in the agent inbox.

Execute jobs based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false). This condition works for contact center triggers, proactive triggers, and schedulers.

• Enter the URL that returns the result of your rule.

Execute jobs based on the script you write in Primi language. This condition works for contact center triggers, proactive triggers, and schedulers.

Executes jobs during or outside of specified time frames.

1. Click Select. This opens a new page.
2. Select a radio button to Include selected days and times or Exclude selected days and times.
3. From the drop-down, select Day of the week or Date range.
4. For Day of the week, select the checkbox for any day that should be a part of the condition.
5. For Date range, type or use the pop-up calendar to select a start and end date.
6. Use the Choose time slot options to specify times of day for this condition.
7. Click Save. This redirects you to the trigger detail page.

Jobs can process up to 500 contacts at a time. If you need to process more, have the job run more than once per day at different times.

Executes jobs excluding all cases that originate from a specific post ID. This is useful to filter out comments on a post that you want to route to a different queue.

1. Enter a post ID. If including multiple IDs, separate them with commas.
2. Click Save.

Executes jobs based on tags on cases. Any case that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a case should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on contacts. Any contact that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on a specified post ID. In this case, any case that includes at least one specified post ID is included.

1. Enter a post ID. If including multiple IDs, separate them with commas.
2. Click Save.

Checks whether the chat window that is on the website belongs to specific channel. This trigger works for both contact center triggers and proactive triggers.

1. Click Choose Channel. This opens a new page.
2. Select the checkbox for any channels you want to include for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on cases. Any case that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a case should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on visitors. Any visitor that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the direction of the last message and how long ago it was sent. You can set this up to look at only the last message from the contact (inbound), only the last message from the agent (outbound), or both.

1. Use the drop-down to select where the last message came from:
   • Inbound
   • Outbound
   • Both
2. Enter the time since the last message was sent:
   1. In the first field, enter a number of days. This value cannot be negative.
   2. In the second field, enter a number of hours from 0-23.
   3. In the third field, enter a number of minutes from 0-59.
3. Click Save.

Executes jobs based on the last time a proactive action was used. Any jobs in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
2. In the first field, enter a number of days from 0-29.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. In the fourth field, enter a number of seconds from 0-59.
6. Click Save.

Executes jobs based on a probability percentage. This condition works for contact center triggers, proactive triggers, and schedulers.

1. Use the slider to select a percentage. 100% means the job executes every time. 0% means the job never executes.
2. Click Save.

Executes jobs based on the size of the routing queue.

• Enter the maximum number of cases a routing queue can have for this condition to apply.

Executes jobs based on the routing queue.

1. Click Choose Queue. This opens a new page.
2. Select the checkbox for any routing queues that should fire the trigger.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the last time a satisfaction survey was sent. Any jobs in this workflow that would be run during this time frame are skipped.

• Enter the number of days for the grace period.

Executes jobs based on the average time contacts have spent in a specific queue over a time frame you specify.

1. From the drop-down, select the Channel this condition applies to. All queues and subqueues for that channel prepopulate in the Queue/Skill field. You can remove any of them individually for more specific results.
2. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
3. In the first field, enter a number of minutes from 0-59.
4. In the second field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs according to whether the case is inbound or outbound. Inbound is when the contact initiates the interaction. Outbound is when the agent or system initiates the interaction.

• From the drop-down, select Case is inbound or Case is outbound.

Execute jobs if the case is assigned to the specified member of your team.

1. Click Select. This opens a new page.
2. From the drop-down, select the user the case should be applied to for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Execute jobs if the contact has any of the selected statuses.

• Select the checkbox for any of the statuses you want the condition to apply to.

Execute jobs if the time when the case status was updated fits into the defined timeframe.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs based on how long a contact has been in the queue waiting to be assigned to an agent. Can be used with jobs to assign the contact to a different queue after a specified amount of time.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs if the contact has been waiting without an agent response for the defined length of time.

• Enter the number of minutes a contact should have to wait for this condition.

Execute jobs if the chat window displays an online status.

• From the drop-down, select Yes or No.

Execute jobs based on the content of a message. By default, it will look for matches to whatever you enter.

1. Click Define Content. This opens a new page.
2. If you want to exclude content of a message, select It does not match.
3. If you want to use more complex searches, select Use regex.
4. If you want your search to match the case of what you enter, select Case sensitive. This cannot be used with regex.
5. Select Search in message content, Search in content of text based plugin (used for bot A software application that handles customer interactions in place of a live human agent. messages or rich content), Search in subject, or a combination of the three.
6. Enter what you want the condition to search for in the field. You can use more than one field to make your search as specific as possible.
7. Click Save. This redirects you to the trigger detail page.

Execute jobs if the number of inbound messages in the case matches the set criteria.

1. From the drop-down, select one of the following operators:
   • Lower than
   • Lower than or equal
   • Equals
   • Greater than or equal
   • Greater than
2. Enter a number of messages. This value cannot be negative.

Execute jobs if the number of outbound messages in the case matches the set criteria.

1. From the drop-down, select one of the following operators:
   • Lower than
   • Lower than or equal
   • Equals
   • Greater than or equal
   • Greater than
2. Enter a number of messages. This value cannot be negative.

Execute jobs based on if the case is assigned to an agent or if it's still waiting in the queue.

• From the drop-down, select The case is waiting in the queue or The case is assigned in the agent inbox.

Execute jobs based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false). This condition works for contact center triggers, proactive triggers, and schedulers.

• Enter the URL that returns the result of your rule.

Execute jobs based on the script you write in Primi language. This condition works for contact center triggers, proactive triggers, and schedulers.

Executes jobs during or outside of specified time frames.

1. Click Select. This opens a new page.
2. Select a radio button to Include selected days and times or Exclude selected days and times.
3. From the drop-down, select Day of the week or Date range.
4. For Day of the week, select the checkbox for any day that should be a part of the condition.
5. For Date range, type or use the pop-up calendar to select a start and end date.
6. Use the Choose time slot options to specify times of day for this condition.
7. Click Save. This redirects you to the trigger detail page.

Jobs can process up to 500 contacts at a time. If you need to process more, have the job run more than once per day at different times.

Executes jobs excluding all cases that originate from a specific post ID. This is useful to filter out comments on a post that you want to route to a different queue.

1. Enter a post ID. If including multiple IDs, separate them with commas.
2. Click Save.

Executes a job based on subject. In this case, any subject that does not include what you specify triggers the job.

1. Enter any value in the field. Separate multiple values using commas.
2. Click Save.

Executes a job based on tags attached to the message. In this case, any message that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a message should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on cases. Any case that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a case should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on contacts. Any contact that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on a specified post ID. In this case, any case that includes at least one specified post ID is included.

1. Enter a post ID. If including multiple IDs, separate them with commas.
2. Click Save.

Checks whether the chat window that is on the website belongs to specific channel. This trigger works for both contact center triggers and proactive triggers.

1. Click Choose Channel. This opens a new page.
2. Select the checkbox for any channels you want to include for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes a job based on sentiment. In this case, any message that is marked with the sentiments you specify triggers the job.

• Select the checkbox for Negative, Neutral, or Positive sentiment, or any combination of the three.

Executes a job based on subject. In this case, any subject that includes the specified values triggers the job.

1. Enter any value in the field. Separate multiple values using commas.
2. Click Save.

Executes a job based on tags attached to the message. In this case, any message that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a message should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on cases. Any case that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a case should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on visitors. Any visitor that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the direction of the last message and how long ago it was sent. You can set this up to look at only the last message from the contact (inbound), only the last message from the agent (outbound), or both.

1. Use the drop-down to select where the last message came from:
   • Inbound
   • Outbound
   • Both
2. Enter the time since the last message was sent:
   1. In the first field, enter a number of days. This value cannot be negative.
   2. In the second field, enter a number of hours from 0-23.
   3. In the third field, enter a number of minutes from 0-59.
3. Click Save.

Executes jobs based on when the message was created.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs according to whether the message is inbound or outbound.

• From the drop-down, select Message is inbound or Message is outbound.

Executes jobs based on whether an inbound message has been replied to.

• From the drop-down, select The message has a reply or The message doesn't have a reply.

Executes jobs based on the last time a proactive action was used. Any jobs in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
2. In the first field, enter a number of days from 0-29.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. In the fourth field, enter a number of seconds from 0-59.
6. Click Save.

Executes jobs based on a probability percentage. This condition works for contact center triggers, proactive triggers, and schedulers.

1. Use the slider to select a percentage. 100% means the job executes every time. 0% means the job never executes.
2. Click Save.

Executes jobs based on the size of the routing queue.

• Enter the maximum number of cases a routing queue can have for this condition to apply.

Executes jobs based on the routing queue.

1. Click Choose Queue. This opens a new page.
2. Select the checkbox for any routing queues that should fire the trigger.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the last time a satisfaction survey was sent. Any jobs in this workflow that would be run during this time frame are skipped.

• Enter the number of days for the grace period.

Executes jobs based on the average time contacts have spent in a specific queue over a time frame you specify.

1. From the drop-down, select the Channel this condition applies to. All queues and subqueues for that channel prepopulate in the Queue/Skill field. You can remove any of them individually for more specific results.
2. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
3. In the first field, enter a number of minutes from 0-59.
4. In the second field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false). This condition works for contact center triggers, proactive triggers, and schedulers.

• Enter the URL that returns the result of your rule.

Execute jobs based on the script you write in Primi language. This condition works for contact center triggers, proactive triggers, and schedulers.

Executes jobs during or outside of specified time frames.

1. Click Select. This opens a new page.
2. Select a radio button to Include selected days and times or Exclude selected days and times.
3. From the drop-down, select Day of the week or Date range.
4. For Day of the week, select the checkbox for any day that should be a part of the condition.
5. For Date range, type or use the pop-up calendar to select a start and end date.
6. Use the Choose time slot options to specify times of day for this condition.
7. Click Save. This redirects you to the trigger detail page.

Jobs can process up to 500 contacts at a time. If you need to process more, have the job run more than once per day at different times.

Execute jobs if it has been a defined timeframe since the end user last modified the case.

1. From the drop-down, select Is older or Is newer.
2. In the first field, enter a number of days. This value cannot be negative.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.

Executes jobs based on tags on contacts. Any contact that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on visitors. Any visitor that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the last time a proactive action was used. Any jobs in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
2. In the first field, enter a number of days from 0-29.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. In the fourth field, enter a number of seconds from 0-59.
6. Click Save.

Executes jobs based on a probability percentage. This condition works for contact center triggers, proactive triggers, and schedulers.

1. Use the slider to select a percentage. 100% means the job executes every time. 0% means the job never executes.
2. Click Save.

Executes jobs based on the average time contacts have spent in a specific queue over a time frame you specify.

1. From the drop-down, select the Channel this condition applies to. All queues and subqueues for that channel prepopulate in the Queue/Skill field. You can remove any of them individually for more specific results.
2. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
3. In the first field, enter a number of minutes from 0-59.
4. In the second field, enter a number of minutes from 0-59.
5. Click Save.

Execute jobs if the chat window displays an online status.

• From the drop-down, select Yes or No.

Execute jobs based on the script you write in Primi language. This condition works for contact center triggers, proactive triggers, and schedulers.

Executes jobs during or outside of specified time frames.

1. Click Select. This opens a new page.
2. Select a radio button to Include selected days and times or Exclude selected days and times.
3. From the drop-down, select Day of the week or Date range.
4. For Day of the week, select the checkbox for any day that should be a part of the condition.
5. For Date range, type or use the pop-up calendar to select a start and end date.
6. Use the Choose time slot options to specify times of day for this condition.
7. Click Save. This redirects you to the trigger detail page.

Jobs can process up to 500 contacts at a time. If you need to process more, have the job run more than once per day at different times.

Executes jobs based on tags on contacts. Any contact that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Checks whether the chat window that is on the website belongs to specific channel. This trigger works for both contact center triggers and proactive triggers.

1. Click Choose Channel. This opens a new page.
2. Select the checkbox for any channels you want to include for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on visitors. Any visitor that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the last time a proactive action was used. Any jobs in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
2. In the first field, enter a number of days from 0-29.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. In the fourth field, enter a number of seconds from 0-59.
6. Click Save.

Executes jobs based on a probability percentage. This condition works for contact center triggers, proactive triggers, and schedulers.

1. Use the slider to select a percentage. 100% means the job executes every time. 0% means the job never executes.
2. Click Save.

Execute jobs if the chat window displays an online status.

• From the drop-down, select Yes or No.

Execute jobs based on the response from the specified URL endpoint. The response from the endpoint should return boolean (true or false). This condition works for contact center triggers, proactive triggers, and schedulers.

• Enter the URL that returns the result of your rule.

Executes jobs during or outside of specified time frames.

1. Click Select. This opens a new page.
2. Select a radio button to Include selected days and times or Exclude selected days and times.
3. From the drop-down, select Day of the week or Date range.
4. For Day of the week, select the checkbox for any day that should be a part of the condition.
5. For Date range, type or use the pop-up calendar to select a start and end date.
6. Use the Choose time slot options to specify times of day for this condition.
7. Click Save. This redirects you to the trigger detail page.

Jobs can process up to 500 contacts at a time. If you need to process more, have the job run more than once per day at different times.

Executes jobs based on tags on contacts. Any contact that does not have the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should not have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Checks whether the chat window that is on the website belongs to specific channel. This trigger works for both contact center triggers and proactive triggers.

1. Click Choose Channel. This opens a new page.
2. Select the checkbox for any channels you want to include for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on tags on visitors. Any visitor that has the tags you specify triggers the job.

1. Click Choose Tag. This opens a new page.
2. Select the checkbox for any tags a visitor should have for the trigger to fire.
3. Click Save. This redirects you to the trigger detail page.

Executes jobs based on the last time a proactive action was used. Any jobs in this workflow that would be run during this time frame are skipped. The maximum grace period for proactive actions is 30 days.

1. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
2. In the first field, enter a number of days from 0-29.
3. In the second field, enter a number of hours from 0-23.
4. In the third field, enter a number of minutes from 0-59.
5. In the fourth field, enter a number of seconds from 0-59.
6. Click Save.

Executes jobs based on a probability percentage. This condition works for contact center triggers, proactive triggers, and schedulers.

1. Use the slider to select a percentage. 100% means the job executes every time. 0% means the job never executes.
2. Click Save.

Executes jobs based on the average time contacts have spent in a specific queue over a time frame you specify.

1. From the drop-down, select the Channel this condition applies to. All queues and subqueues for that channel prepopulate in the Queue/Skill field. You can remove any of them individually for more specific results.
2. From the drop-down, select Lower than, Lower than or equal, Equals, Greater than or equal, or Greater than.
3. In the first field, enter a number of minutes from 0-59.
4. In the second field, enter a number of minutes from 0-59.
5. Click Save.