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Upmind offers extensive customisation through dozens of triggers for various products. Example: To get notified when a client opens a support ticket, follow these steps:
  1. Go to Settings > Triggers under Automation.
Settings > Automation > Triggers

Settings > Automation > Triggers

  1. Click Add Action.
Add action

Add action

  1. Enter a trigger name (e.g., Open Support Ticket) and select the notification channel (e.g., Email).
  2. Choose Ticket as the Category.
Enter name, choose notification channel, and category

Enter name, choose notification channel, and category

  1. Choose Support as the Topic.
  2. Select New Ticket Opened by Client as the Event.
  3. Under Who do you want to notify, pick Staff.
Choose topic, select trigger, and choose who to notify

Choose topic, select trigger, and choose who to notify

  1. Customise Email Headers and Layout (optional).
  2. Add a subject and body using Twig syntax for personalisation, which is customisable.
  3. Click Save.
Add a subject, body, and click save

Add a subject, body, and click save

Avoiding Array Data IssuesWhen Twig renders as “Array,” it means data is incomplete—add the specific object. For example, use {{ ticket.client.full_name }} instead of {{ ticket.client }}.