How to add assigned Front conversations to Retable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Conversation is assigned" under Front. Then, select the specific conversation details. If this is your first time using a Front integration in Relay, you'll be prompted to connect your Front account.

Every time a conversation is assigned in Front, your playbook will run automatically.

Now, you can add a new row to Retable for each assigned conversation. Add a further step and select "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out the details like table and values. You can reference fields from Front to automatically pass along the correct data.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a conversation is assigned in Front. You can also click "Check now" to manually check whenever you'd like.