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Pending status with automatic reminders



one (and maybe the only) feature we like about our old ticket system (which will be kicked out the door soon) is the ability to set a ticket status to “pending” and specify a date for a reminder (e.g. in order to follow-up).

So far I haven’t found this feature in HelpSpot. I tried to implement this as a trigger:
I generated a new status “pending” but was unable to trigger the “reminder” function.

Is there another way to implement such (or similar) function?


Hi Harald,

You should be able to do this by adding a custom “date” field so then you can set a status with a date. Then you can have an automation rule that runs dails and says if status is X and date is today do xyz.


Thanks for both advices!