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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here
for more info!
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.
Main Section
- 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 can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot. - When the Create a new bot window appears, click on 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 to open the pop-up window and fill out the required fields.
- Then click the Save button. Clicking Save opens the tab with the details and settings for your new bot.
- Click Design to enter the Trigger pop-up window.
- Definie the trigger by selecting Widget and PSA - SyncroMSP / SyncroMSP Ticket Status is to be deleted.
- Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the
icon and click +Add Group or +Add Condition.
If you want to preview the data, click the Data Inspector icon. - Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot.
- Click Finish button.
- Click on the Trigger block, then click on the
- Click on the generated blank block.
- Enter REST API Call into the search bar, and then click on REST API Call to add the block.
- Click on the REST API Call block, then click on the
- Click on the generated blank block.
- Enter Delete MSPbots Tickets into the search bar, and then click on Delete MSPbots Tickets to add the block.
- Click on the Delete MSPbots Tickets block, then click on the
- Click on the generated blank block.
- Enter Alert into the search bar, and then click on Alert to add the block.
- Click the
- Check if the trigger is set correctly.
- 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.
Overview
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