Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Slack
Trigger: Watch Direct Messages
IPEX Helpdesk
Action: Select an action
1. Select a trigger
  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action
  • Adds a new message (comment) in the ticket.

  • Adds tag to the ticket.

  • Adds relationship between user and customer.

  • Adds a tag into user properties.

  • Adds relation between tickets.

  • Creates a new customer.

  • Creates a new ticket.

  • Creates a new anonymous ticket. If the user's email is not registered, the new user account will be created if the ticketing is configured so.

  • Creates a new user account by administrator.

  • Gets customer details.

  • Returns a ticket detail.

  • Gets the Ticket's attachment.

  • Gets operator group detail.

  • Gets user account's detail.

  • Description for customer's fields.

  • Description for user's account fields.

  • Gets report of Track Time Records (required version >= 4.14).

  • Bulk create/update customers. Max bulk size is 500 customers. (required version >= 4.16.0)

  • Bulk create/update user accounts/contacts. Max bulk size is 100 user accounts. (required version >= 4.16.0)

  • Invites the user into the ticket.

  • Updates a customer data via PATCH method. (required version >= 4.16.0)

  • Updates a Ticket Category Items.

  • Updates ticket's custom form fields. You can send one or more ticket custom form field values to update.

  • Changes ticket workflow state.

  • Updates user account data via PATCH method. (required version >= 4.16.0)

  • Changes the ticket's submitter. Only operator can do it.

  • Updates service for a ticket.

Select a trigger and an action

Create workflow (opens in a new tab)