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You can create bots that will remove SyncroMSP and MSPbots tickets when specific criteria are met. When creating the bot, you will add blocks for the REST API Call and for deleting the tickets.
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You need a successful Syncro MSP integration with MSPbots before performing the steps below. Refer to the article SyncroMSP Integration Setup for help connecting SyncroMSP to MSPBots. |
This article has the steps for designing the bot to delete SyncroMSP tickets:
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Create a new bot.
How to create a bot to delete specific SyncroMSP tickets from SyncroMSP and MSPbots
Prerequisites
- MSPbots have been connected to SyncroMSP. If it is not connected, please refer to: https://wiki.mspbots.ai/x/n0Z2.
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- Log in to the MSPbots
app- app using your Office 365 account.
- Navigate
to Bots - to Bots on the left menu then click the New Bot button on the Bots screen.
- to Bots on the left menu then click the New Bot button on the Bots screen.
Tip You can also start creating a bot from a widget on your dashboard.
Click Hover over the ellipsis
button and select icon on the widget and select Create Bot.
- hen the Create a new bot
window - window appears,
click on - select Start From Blank > Trigger.
- Fill the fields in the
following fields- Create a new bot window.
- Create a new bot window.
- Enter a name in the Bot Name field.
- Identify the Role that will have access to the bot. You can select multiple roles.
- Add a clear Description of the bot. (Recommended)
- Click More Edit
to open the pop-up window - and fill out the required fields.
- and fill out the required fields.
- When done, click the Save button.
Clicking Save - This action opens the
tab - screen with the details and settings for your new bot.
- screen with the details and settings for your new bot.
Configure the trigger.
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- On the screen with the bot details, click the Design tab to open the Trigger window.
- Do the following in the Trigger window:
- Under the section I want the bot to trigger when, identify the bot
Click Design to enter the Trigger pop-up window.Definie the - On the screen with the bot details, click the Design tab to open the Trigger window.
- trigger by selecting Widget and
PSA - - SyncroMSP / SyncroMSP Ticket Status is to be deleted. from the dropdown menus.
- Next,
- SyncroMSP / SyncroMSP Ticket Status is to be deleted. from the dropdown menus.
go to the meet following criteria section and define the criteria for triggering the bot- define the trigger criteria in the meets the following criteria section. Hover over theplus
- icon and
click - select +Add Group or +Add Condition.
If you want to preview the data, click the
- select +Add Group or +Add Condition.
- Data Inspector
icon- icon.
- icon.
Go - Then go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot.
- When done, click the Finish button. You will be back to the screen with the bot's details.
Add a REST API Call block.
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- Click Finish button.
- Click on the Trigger block, then click on
the under - the
block- plus icon, and
finally - select Add a Block.
Click on the generated - Select the new blank block.
- Enter REST API Call
into - in the search bar, and
then - click
on- the action REST API Call to add the block.
Add a Delete MSPBots Tickets block.
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- Click on the REST API Call
block- block,
then - then click on
the under - the
block- plus icon, and
finally - select Add a Block.
Click on the generated - Select the new blank block.
- Enter Delete MSPbots Tickets
into - in the search bar, and
then - click
on - the action Delete MSPbots Tickets to add the block.
Create the Alert block.
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- Click on the Delete MSPbots Tickets block,
then - then click on
the under - the
block- plus icon, and
finally - select Add a Block.
Click on the generated - Select the new blank block.
- Enter
Enter - Alert
into - in the search bar, and
then - click
on - the action Alert to add the block.
Review the trigger.
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- Click the
- ellipsis iconin the upper-right corner of the Triggerblock
, - and
then click Edit to make your settings- select Edit.
- select Edit.
- Verify if the
trigger is set correctly.- details in the Trigger settings are correct.
- If the details are correct. click Next to proceed with configuring the REST API settings.
- details in the Trigger settings are correct.
Configure the REST API Call settings.
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- Enter the following information in
Click Next to proceed to - the REST API Call configuration window
. - For url, please enter "your SyncroMSP HTTP url/{TicketId}".
- For integration. select Syncro.
- For method,select delete. For hesrders and params, please keep No Data.
- :
- URL - Enter your SyncroMSP URL. Example: https://yourdomain.syncromsp.com/(TicketId}.
- Integration - Select Syncro.
- Method - Select delete.
- Headers - No need to add data.
- Params - No need to add data.
- Click Next to proceed to the Delete MSPbots Tickets window.
- :
- Click Next
to proceed to - in the Delete MSPbots Ticketswindow to open the Alert
configuration window. Follow the prompts on the page to configure the Alert block according to your preferences.Please refer to: - settings.
- settings.
Configure the Alert settings.
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To set up the bot alert, follow Step 4 in the article How to Create a
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Bot.
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Save your Settings
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.
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Click Save in the upper-right corner of the bot settings window to save your settings.
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