DeskDirector Flow Connector Reference (Deprecated)
DeskDirector Flow Connector Reference.
Triggers
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. | |
This operation triggers a flow when a portal chat session has been created or update. | |
This operation can be used as an action in flows to wait for an user responses after the Create workflow user options action. |
Actions
Creates a contact for DeskDirector portal. | |
Create a ticket for the specified contact. | |
This action generates an HTML document from a dynamic email template. | |
Find companies by keywords or filters. | |
Find contacts by keywords or permissions. | |
Get contact details by ID. | |
Get form entry by ID. | |
Get ticket details by ID. | |
Sends a notification to a contact in DeskDirector portal. | |
Sends a notification to a member in DeskDirector tech. | |
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 used 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.
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 |
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 |
Title | string | The title of the response web page. |
Content | string | The message to display in the web page when no response has been received. |
Response | string | The message to display in the web page when a response has been received. |
Timeout | string | The timeout time, the maximum is 29 days. (Microsoft Flow run's maximum is 30 days) |
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. |
For example, a flow triggered by form submission can look like this:
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. |
