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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 |
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You need a successful Syncro MSP integration with MSPbots before you can perform performing the steps below. Refer to the article SyncroMSP Integration Setup for help with connecting SyncroMSP to MSPBots. |
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This article discusses the following steps for designing the bot that will delete
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SyncroMSP tickets:
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Create a new bot.
- Log in to the MSPbots
- app using your Office 365 account.
- Navigate
- to Bots on the left menu then click the New Bot button on the Bots screen.
You
As an alternative, you can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot.
- hen the Create a new bot
- window appears,
- select Start From Blank > Trigger.
- Fill in the following fields.
- Enter a name in the Bot Name field.
- Identify the Role that will have access to the bot.
- Add a clear Description of the bot. (Recommended)
- Click More Edit
- and fill out the required fields.
- When done, click the Save button.
- This action opens the
- screen with the details and settings for your new bot.
Configure the trigger.
- 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
- Definie the
- trigger by selecting Widget and
- SyncroMSP / SyncroMSP Ticket Status is to be deleted. from the dropdown menus.
- Next,
- define the trigger criteria in the meets the following criteria section. Hover over the
- plus icon and
- select +Add Group or +Add Condition.
If you want to preview the data, click the
- Data Inspector
- icon.
- 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.
- On the screen with the bot details, click the Design tab to open the Trigger window.
- Click Finish button.
- When done, click the Finish button. You will be back to the screen with the bot's details.
Add a REST API Call block.
- Click on the Trigger block, then click on
- the
- plus icon, and
- select Add a Block.
- Select the new blank block.
- Enter REST API Call
- in the search bar, and
- click
- the action REST API Call to add the block.
Add a Delete MSPBots Tickets block.
- Click on the REST API Call
- block,
- then click on
- the
- plus icon, and
- select Add a Block.
- Select the new blank block.
- Enter Delete MSPbots Tickets
- in the search bar, and
- click
- the action Delete MSPbots Tickets to add the block.
Create the bot alert.
- Click on the Delete MSPbots Tickets block,
- then click on
- the
- plus icon, and
- select Add a Block.
- Select the new blank block.
- Enter Alert
- in the search bar, and
- click
- the action Alert to add the block.
- Review the trigger.
- Click the
- ellipsis iconin the upper-right corner of the Triggerblock
- and
- select Edit.
- Verify if
- the details in the Trigger window are correct.
- If the details are confirmed correct. click Next to proceed with configuring the REST API settings.
Configure the REST API Call.
- 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.
- Click Next to proceed to the Delete MSPbots Tickets window.
- 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.
- Click Finish.
- Click Save in the upper right corner to save your settings.
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