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Automate business processes using visual workflows that respond to events and execute actions across integrated systems. Build sophisticated automation with a drag-and-drop interface without any coding required. Workflows unlock powerful automation potential by connecting your entire support infrastructure. The examples below show just a few possibilities—combine triggers, actions, and integrations to create custom automation tailored to your unique processes.

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What you can do

Auto-assign tickets

Automatically assign tickets to team members based on category, priority, or custom fields

Send notifications

Notify teams in Slack when high-priority tickets are created or status changes occur

Sync with external systems

Create or update issues in Jira, Linear, or other ticketing systems when tickets are created

Manage user access

Automate Okta user provisioning, group assignments, and password resets

Route incidents

Trigger PagerDuty or Incident.io workflows when critical issues are detected

Validate on-call

Check on-call schedules and route tickets to the appropriate responder

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How workflows work

Workflows consist of a trigger that starts the automation and actions that perform tasks. When a trigger condition is met, the workflow executes its connected actions in sequence.
Triggers listen for events like ticket creation, status changes, or Slack reactions. Configure filters to ensure workflows only activate for relevant events.Available triggers:
  • Ticket created or updated
  • Slack reactions added to messages
  • Manual execution
  • Scheduled execution
Actions perform tasks like creating tickets, sending Slack messages, or integrating with external systems. Data flows between steps automatically, so information from the trigger can be used in subsequent actions.Available actions:
  • Create or update tickets
  • Send Slack messages
  • Manage Okta users and groups
  • Create Jira or Linear issues
  • Trigger PagerDuty or Incident.io workflows
  • HTTP requests to external APIs
Information flows automatically between workflow steps. Reference data from triggers or previous actions using dynamic values, creating intelligent automations that adapt to context.

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Common use cases

These examples demonstrate common workflow patterns. Combine triggers and actions in countless ways to automate your specific business processes.
Automatically categorize and assign incoming support tickets based on keywords, priority, or requester information. Route high-priority issues to senior engineers and standard requests to the general support queue.Example: When a ticket with “urgent” in the subject is created, assign it to the on-call engineer and notify the team in Slack.
Create Jira issues automatically when tickets are created in specific channels or categories. Keep ticket status synchronized between systems and notify requesters when issues are resolved.Example: When a bug ticket is created in the engineering channel, create a Jira issue and add the Jira link to the original ticket.
Streamline employee onboarding by automating Okta account creation, group assignments, and access provisioning based on department or role information.Example: When an HR ticket is created with “new hire” category, create an Okta user, assign them to department groups, and notify IT when complete.
Automatically escalate high-priority or SLA-breaching tickets by notifying management, creating PagerDuty incidents, or triggering on-call workflows.Example: When a P1 ticket remains unresolved for 30 minutes, notify the engineering manager and create a PagerDuty incident.

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Getting started

1

Create a collection

Organize workflows by team or process using collections
2

Build your workflow

Add a trigger and connect actions using the visual workflow builder
3

Test and publish

Test your workflow with manual triggers, then publish to make it active
4

Monitor execution

View detailed logs for every workflow run to ensure reliable operation

Build your first workflow

Learn how to create workflows using the visual builder