DeskDirector Flow Connector Reference

Andy Chen Updated by Andy Chen

DeskDirector Flow Connector Reference.

Triggers

When a ticket is created or updated

This operation triggers a flow when a service ticket has been created or updated. It will skip any ticket that the ticket contact doesn't have permission to view the ticket.

When a chat session is created or updated

This operation triggers a flow when a portal chat session has been created or update.

Wait for a workflow response

This operation can be used as an action in flows to wait for an user responses after the Create workflow user options action.

Actions

Create a contact

Creates a contact for DeskDirector portal.

Create a ticket

Create a ticket for the specified contact.

Create an email from template

This action generates an HTML document from a dynamic email template.

Find companies

Find companies by keywords or filters.

Find contacts

Find contacts by keywords or permissions.

Get contact details

Get contact details by ID.

Get form result

Get form entry by ID.

Get ticket details

Get ticket details by ID.

Send a notification to a contact

Sends a notification to a contact in DeskDirector portal.

Send a notification to a member

Sends a notification to a member in DeskDirector tech.

Create workflow user options

Create user option links that can be sent in emails to get user response. See Wait for a workflow response.

When a ticket is created or updated

This operation triggers a flow when a service ticket has been created or updated. It will skip any ticket that the ticket contact doesn't have permission to view the ticket.

Read how to control portal access here: ConnectWise | Autotask

Parameters

Name

Type

Description

Event

pick list

The type of events to subscribe to.

Name

string

Specify the name of the workflow.

Board

pick list

Event filter. Only triggers flow in the selected board.

Status

pick list

Event filter. Only triggers flow in the selected status.

Form

pick list

Event filter. Only triggers flow if ticket was created with the selected DD Form

VIP

Boolean

Event filter. Only triggers flow if the ticket contact is a VIP

Scripts

string

Event filter. This is an advanced filtering feature.

JavaScript can be use to define what ticket events should trigger the flow.

Notes:

  • The logical relationship between Event type and event filters is AND.
  • JavaScript event filter
    • Only triggers flow if the script returns a truthy value.
    • The script can reference the values in the ticket event payload. See an example below.
return ticket.board.entityId == 1 || ticket.board.entityId == 2;

When a chat session is created or updated

This operation triggers a flow when a portal chat session has been created or update.

Getting Started with DD Chat

Parameters

Name

Type

Description

Event

pick list

The type of events to subscribe to.

Name

string

Specify the name of the workflow.

Type

pick list

Event filter. Only triggers flow if chat of the selected type.

Status

pick list

Event filter. Only triggers flow if chat is in the selected status.

Wait for a workflow response

This trigger should be used as an action in flows to wait for user responses after the Create workflow user options action. This is also referred to as From the Field trigger (FTF).

Parameters

Name

Type

Description

FTF ID

string

The FTF ID returned from action Create workflow user options

Create a contact

This action creates a contact for DeskDirector portal.

Required Parameters

Name

Type

Description

Company ID

integer

The integer ID of the contact's company

Email

string

The contact's email

First Name

string

The contact's first name

Create a ticket

Create a ticket for the specified contact.

Required Parameters

Name

Type

Description

Contact

integer

The integer ID of the contact.

Summary

string

The ticket's title.

Description

string

The ticket's description.

Create an email from template

This action generates an HTML document from a dynamic email template. To edit your templates, please go to your admin console.

Parameters

Name

Type

Description

Template

pick list

The dynamic template created in admin console.

Search

string

Filter the pick list of Template.

{{token1}}

dynamic

Dynamic tokens defined in the template, varies depend on the selected template.

{{token2}}

dynamic

Dynamic tokens defined in the template, varies depend on the selected template.

Create workflow user options

Create user option links that can be sent in emails to get user response. See Wait for a workflow response.

Parameters

Name

Type

Description

Response Method

pick list

Specify how the response should be received.

Options

string

Semicolon (;) separated options. E.g. Yes;No

Find companies

Find companies by keywords or filters.

Parameters

Name

Type

Description

Search

string

The keywords to search companies.

Tags Filter

string

Use company tags to filter results.

Domain SID

Boolean

Companies with domain SID setup.

Email Domain

Boolean

Companies with email domain setup.

Permission

Boolean

Companies with the company-level permission setup.

Invoice

Boolean

Companies with invoice setup.

Opportunity

Boolean

Companies with opportunity setup.

Find contacts

Find contacts by keywords or permissions.

Parameters

Name

Type

Description

Search

string

The keywords to search contacts.

Tags Filter

string

Use contact tags to filter results.

Company ID

integer

The integer ID of the contact's company.

Company Name

string

The name of the contact's company.

Company Identifier

string

The identifier or the contact's company.

Ticket

Boolean

Contacts with ticket configuration setup.

Permission

Boolean

Contacts with permission configuration setup.

Invoice

Boolean

Contacts with invoice configuration setup.

Opportunity

Boolean

Contacts with opportunity setup.

Get contact details

Get contact details by ID.

Parameters

Name

Type

Description

Contact ID

integer

The contact's integer ID.

Get form result

This action returns the form entry by ID.

Parameters

Name

Type

Description

Form

pick list

Select the form to get the entry from.

Result ID

integer

The ID of the form entry.

Get ticket details

Get ticket details by ID.

Parameters

Name

Type

Description

Ticket ID

integer

The ticket's integer ID.

Send a notification to a contact

This action sends a notification to a contact in DeskDirector portal.

Parameters

Name

Type

Description

To

integer

The contact's integer ID.

Ticket

integer

The ticket's integer ID.

Text

string

The short message to send to the contact.

Require Dismiss

Boolean

Specify whether the notification need to be dismissed.

Send a notification to a member

This action sends a notification to a member in DeskDirector tech.

Parameters

Name

Type

Description

To

integer

The member's integer ID.

Ticket

integer

The ticket's integer ID.

Text

string

The short message to send to the member.

Require Dismiss

Boolean

Specify whether the notification need to be dismissed.

How did we do?

How to setup the DeskDirector Flow Connector

Flow integration example - Microsoft Teams notifications

Contact