How can I create triggers for a case?

There are three ways for triggers/alerts to be tied to a case:

1. Through integration with our API;

2. By manually creating a case by clicking on the + icon on the right and filling out the Triggers section; or

3. By importing data and including trigger_rule and trigger_date as columns.

Once populated, you’ll see the triggers listed in the Overview section of the case.

Instead of the default text field for adding triggers, the Hummingbird team can help you configure a list of triggers in a drop-down menu. Additionally, we can enable the ability for certain users to edit triggers. Please reach out to us ([email protected]) to learn more.