HappyFox Help Desk

The HappyFox Help Desk modules allow you to monitor, create, and search the tickets, staff, and users in your HappyFox Help Desk account.

Getting Started with Happyfox Help Desk

Prerequisites

  • A Happyfox Help Desk account - create an account at happyfox.com/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Happyfox Help Desk account to Make you need to obtain the Key, and Website ID from your Happyfox Help Desk account and insert it in the Create a connection dialog in the Make module.

1. Log in to your HappyFox Help Desk account.

2. Click Apps > My Apps > API > Manage > New API Key.

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3. In the First Name field, enter a name for the API key, select the throttling options and click Add new API Key.

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4. Copy the API key Auth key to your clipboard.

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5. Go to Make and open the HappyFox Help Desk module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the API Key and Auth Code field, enter the detail copied in step 4.

8. In the Domain field, enter your account URL address. For example, your account URL is https://www.xyz.happyfox.com then your domain is xyz.

9. Click Continue.

The connection has been established.

Watch New Ticket

Triggers when a new ticket has been created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your HappyFox Help Desk account.

See Setting Up HappyFox Help Desk Webhooks to add webhooks in your HappyFox Help Desk account.

Search Ticket

Searches for tickets.

Connection

Establish a connection to your HappyFox Help Desk account.

Search By

Select or map the option and select the field to search the tickets. For example, Assignee.

Limit

Set the maximum number of Tickets Make should return during one execution cycle.

Get a Ticket

Gets a ticket.

Connection

Establish a connection to your HappyFox Help Desk account.

Ticket ID

Select or map the Ticket ID whose details you want to retrieve.

Create a Ticket

Creates a ticket.

Connection

Establish a connection to your HappyFox Help Desk account.

Subject

Enter (map) the ticket's subject line.

Text

Enter (map) the ticket details.

Specify the user by

Select or map the option to choose the user for the ticket:

  • Email and Name

  • User ID

Email

Enter (map) the email address of the user.

Name

Enter (map) the user name.

User ID

Select or map the user to whom you want to assign the ticket.

Category

Select or map the Category ID and details of the ticket.

Priority

Select or map the ticket's priority:

  • Critical

  • High

  • Low

  • Medium

Add a Staff Private Note

Adds a staff private note.

Connection

Establish a connection to your HappyFox Help Desk account.

Ticket ID

Select or map the Ticket ID for which you want to add a staff update.

Text

Select or map the Staff ID to whom you want to send an update.

Staff

Select or map the Staff ID to whom you want to send an update.

Alert to

Select or map the user to whom you want to send an alert about the note.

Assignee

Select or map the user to whom the ticket is assigned.

Priority

Select or map the ticket's priority. For example, high.

Status

Select or map the status of the ticket:

  • New

  • In Progress

  • On Hold

  • Closed

Add a Staff Update

Adds a staff update.

Connection

Establish a connection to your HappyFox Help Desk account.

Ticket ID

Select or map the Ticket ID for which you want to add a staff update.

Staff

Select or map the Staff ID to whom you want to send an update.

Due Date

Enter (map) a date by when the update should be completed. See the list of supported date and time formats.

Assignee

Select or map the user to whom the ticket is assigned.

Notify User

Select whether you want to notify the user after posting this update.

Priority

Select the priority of the ticket. For example, high.

Status

Select or map the status of the ticket:

  • New

  • In Progress

  • On Hold

  • Closed

Text

Enter (map) the update text.

Time Spent

Enter (map) the time spent in seconds on the ticket.

Add a User Reply

Adds a user reply.

Connection

Establish a connection to your HappyFox Help Desk account.

Ticket ID

Select or map the Ticket ID for which you want to add the user reply.

Text

Enter (map) the reply text.

CC to

Add the email addresses that you want to copy in the reply message.

BCC to

Add the email addresses that you want to blind copy in the reply message.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your HappyFox Help Desk account.

URL

Enter a path relative to https://<domain>.happyfox.com/api For example: /1.1/json/tickets/

Note

For the list of available endpoints, refer to the HappyFox Help Desk API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Tickets

The following API call returns all the tickets from your HappyFox Help Desk account:

URL: /1.1/json/tickets/

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 10 tickets were returned:

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1. Open the Watch module, establish the connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

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2. Log in to your HappyFox account.

3. Click Apps > My Apps > Webhooks > Manage > Webhook and enter the details.

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Name

Enter a name for the webhook.

URL

Enter the URL address copied in step 1.

Trigger Options

Select the options for which you want to receive the alerts:

  • Trigger when a ticket is created

  • Trigger when a ticket is updated

  • Trigger when a task is completed

Associate Categories

Select the category to which you want to associate the trigger.

Enable Webhook

Move the toggle to enable the webhook.

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Click Save.

You have successfully added the webhook.

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Go back to your Make account and run the webhook scenario to receive alerts when the specified event occurs.