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Workflows
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Workflows
15 Articles
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Workflows Overview
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 13 May 2024
Send a message using HTML
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entit...
Updated on : 17 Jul 2023
Prebuilt Workflows
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 13 Dec 2023
Stop Delivery on Acknowledgement
Stop Delivery On Acknowledgement This workflow is of type ‘Message’ (since Acknowledgements occur at the Message level) and triggers an action to execute when the MessageStatusType is ‘Acknowledged’. The Action added is of type ‘CancelDeliveries’...
Updated on : 13 Dec 2023
Acknowledge Alerts using Webhooks
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Direct alerts to different teams based on email keywords
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entit...
Updated on : 17 Jul 2023
Run an Automation When an Alert is Created
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Run an Automation When an Alert is Closed
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Send a message to a specific user or group when an alert is created
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Send a message when an alert is assigned
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Send a message when an alert is closed
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entit...
Updated on : 17 Jul 2023
Send a message when an alert closes automatically
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
Send a message with update status every 30 minutes until an alert is closed
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entit...
Updated on : 17 Jul 2023
Send a message when a custom field is modified
The following entitlements are required to make changes to Workflows: Workflows_Update - Create, Update, and Delete Workflows Workflows_View - View existing Workflows The user roles with access to these integration entitlements are Owner ...
Updated on : 17 Jul 2023
ConnectWise PSA™ add Initial Descriptions to Alert Notifications
This guide will walk you through the process of obtaining the initial description from ConnectWise PSA™ to include in your alert notifications. The goal is to retrieve the initial description and incorporate it into the notification. ConnectWise's A...
Updated on : 19 Jun 2024
