How to Create a Bot to Delete Specific SyncroMSP Tickets

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.

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:

1. Create a new bot.

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. Hover over the ellipsis icon on the widget and select Create Bot.
3. When the Create a new bot window appears, select Start From Blank > Trigger.
4. Fill the fields in the 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 and fill out the required fields.
5. When done, click the Save button. This action opens the screen with the details and settings for your new bot.

2. Configure the trigger.

1. On the screen with the bot details, click the Design tab to open the Trigger window.
2. Do the following in the Trigger window:
  1. Under the section I want the bot to trigger when, identify the bot trigger by selecting Widget and SyncroMSP / SyncroMSP Ticket Status is to be deleted. from the dropdown menus.
  2. 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.
  3. 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.
  4. When done, click the Finish button. You will be back to the screen with the bot's details.

3. Add a REST API Call block.

GIF_add rest api call block

1. Click on the Trigger block, then click on the plus icon, and select Add a Block.
2. Select the new blank block.
3. Enter REST API Call in the search bar, and click the action REST API Call to add the block.

4. Add a Delete MSPBots Tickets block.

GIF_add delete tickets block

1. Click on the REST API Call block, then click on the plus icon, and select Add a Block.
2. Select the new blank block.
3. Enter Delete MSPbots Tickets in the search bar, and click the action Delete MSPbots Tickets to add the block.

5. Create the Alert block.

GIF_add alert block

1. Click on the Delete MSPbots Tickets block, then click on the plus icon, and select Add a Block.
2. Select the new blank block. Enter
3. Alert in the search bar, and click the action Alert to add the block.

6. Review the trigger.

1. Click the ellipsis iconin the upper-right corner of the Trigger block and select Edit.
2. Verify if the details in the Trigger settings are correct.
3. If the details are correct. click Next to proceed with configuring the REST API settings.

7. Configure the REST API Call settings.

1. Enter the following information in the REST API Call configuration window:
  - 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.
2. Click Next to proceed to the Delete MSPbots Tickets window.
3. Click Next in the Delete MSPbots Tickets window to open the Alert settings.

8. Configure the Alert settings.

To set up the bot alert, follow Step 4 in the article How to Create a Bot.

9. Save your Settings.

Click Save in the upper-right corner of the bot settings window to save your settings.
image_save bot settings

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