HomeAPI ManualLive LookupConfiguring Live Lookup To Run Automatically On All New Requests

1.4. Configuring Live Lookup To Run Automatically On All New Requests

If you'd like to configure Live Lookup to run automatically on all new requests, you'll need to create a trigger to do so.

Head to Admin, Triggers & Rules, and finally select Triggers.

On this screen, you'll want to create a trigger similar to the following image: 

This trigger is running on all new requests as soon as they're opened, and it's performing a Live Lookup with the source that's named 'Live Lookup' in this example.

 

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