Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can create bots that will remove SyncroMSP tickets in MSPbots when specific criteria are met. When creating the bot, you will add blocks for the REST API Call and for deleting the Syncro tickets in MSPbots. 

Note

You need a successful Syncro MSP integration with MSPbots before you can perform the steps below. Refer to the article SyncroMSP Integration Setup for help with connecting SyncroMSP to MSPBots.

To design the bot that will delete tickets 

How to create a bot to delete specific SyncroMSP tickets from SyncroMSP and MSPbots

Prerequisites

...

...

  1. Log in to the MSPbots app using your Office 365 account. 
  2. Navigate to Bots on the left menu then click the New Bot button on the Bots screen.

    You can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select 
    Create Bot.
    create bot-widget
  3. When the Create a new bot window appears, click on Start From Blank > Trigger.

  4. Fill in the following fields. 

    1. Enter a name in the Bot Name field.
    2. Identify the Role that will have access to the bot.
    3. Add a clear Description of the bot. (Recommended)
    4. Click More Edit to open the pop-up window and fill out the required fields.
    5. Then click the Save button. Clicking Save opens the tab with the details and settings for your new bot. 

  5. Click Design to enter the Trigger pop-up window.
    1. Definie the trigger by selecting Widget and PSA - SyncroMSP / SyncroMSP Ticket Status is to be deleted.
    2. Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the (plus) icon and click +Add Group or +Add Condition.
      If you want to preview the data, click the   Data Inspector icon.

    3. Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot. 

  6. Click Finish button.
  7. Click on the Trigger block, then click on the  under the block, and finally select Add a Block.
  8. Click on the generated blank block.


  9. Enter REST API Call into the search bar, and then click onREST API Call to add the block.
  10. Click on the REST API Call block, then click on the  under the block, and finally select Add a Block.
  11. Click on the generated blank block.
  12. Enter Delete MSPbots Tickets into the search bar, and then click on Delete MSPbots Tickets to add the block.
  13. Click on the Delete MSPbots Tickets block, then click on the  under the block, and finally select Add a Block.
  14. Click on the generated blank block.
  15. Enter Alert into the search bar, and then click on Alert to add the block.
  16. Click the in the upper-right corner of the Triggerblock, and then click Edit to make your settings.
  17. Check if the trigger is set correctly.
  18. 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.
  19. Click Next to proceed to the Delete MSPbots Tickets window. 
  20. Click Next to proceed to the Alert configuration window. Follow the prompts on the page to configure the Alert block according to your preferences.Please refer to: How to Create a Bot#4.Definethebotalertscript.
  21. Click Finish.
  22. Click Save in the upper right corner to save your settings.