Table of Contents
DeskDirector Power Platform Connector Reference
DeskDirector Connector
DeskDirector automates and accelerates ticket-based workflows between Users and Techs working IT services. The DeskDirector connector is a deep and powerful integration into our rich ticketing platform. All phases of a ticket’s life cycle can be automated and enhanced for superior service experience.
Triggers
This operation triggers a flow when a service ticket has been created or updated. | |
This operation triggers a flow when a portal chat session has been created or update. |
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. |
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. |
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. |
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. |
