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Automations

  • 313 Topics
  • 1,118 Replies
313 Topics
keefe.andrews
Skilled Expert
keefe.andrewsSkilled Expert
asked in Automations
Workflow permissions

We are providing access to FreshService features to departments outside of IT now and from a security standpoint, is there a way to limit app access within the Workflow Automator? One example of a potential risk is that an agent outside of IT or HR would be able to access our Azure and AD app integrations which include powerful permissions such as creating users, adding users to groups, etc…Has anyone experienced this and been able to come up with a solution?

2146
keefe.andrews
Skilled Expert
2 years ago
m.dinnocenzo
Apprentice
m.dinnocenzoApprentice
asked in Automations
Complete listing of endpoints available to the web hooks?

I am working in the Asset workflow automator to create a Purchase order when a consumable inventory is low.  I have been able to create and test every step of my automator successfully except for the webhook to create the purchase order.  I have ended up using the advanced payload so that I could specify different items from a web request to filter assets based on the name and type to get the available quantity data.  I have set the asset type to consumable on creation of the workflow and as such it should have the context of the asset type id available.This is the basic configuration:Basic webhook configuration The payload for the body is as follows, utilizing some of the parsed fields to make this as dynamic as possible:{ "vendor_id": {{P1.root.assets.assets_object.type_fields.vendor_21000057429}}, "name": "Purchase Order for{{P1.root.assets.assets_object.name}}", "po_number": "AutoPO - {{current_date_and_time}}", "vendor_details": "string", "shipping_address": "{{asset.requeste

1363
m.dinnocenzo
Apprentice
2 years ago
jon.mou
Top Contributor
jon.mouTop Contributor
asked in Automations
Creating Tasks within Workflows

Hello! Is there a way to create a task in a ticket workflow and have that task then trigger a task workflow? We have a workflow that creates several tasks and then a task workflow that goes through and performs some automations on those tasks. It seems like creating the task through the workflow doesn’t allow it be triggerable in another workflow.

1373
zachary.king
Skilled Expert
2 years ago
Daniel Söderlund
Skilled Expert
Daniel SöderlundSkilled Expert
asked in Automations
Expression Builder expressions

if(regexMatch('{{ticket.tags}}', "Step2"), if(regexMatch('{{ticket.tags}}', 'Manager'), "{{P1.root.requester.reporting_manager_id}}", "{{R3.namedapprover1}};{{R3.namedapprover2}};{{R3.namedapprover3}}"), if(regexMatch('{{ticket.tags}}', "Manager"), "{{P1.root.requester.reporting_manager_id}}", "{{R2.namedapprover1}};{{R2.namedapprover2}};{{R2.namedapprover3}}"))I have created  this expression.  The test say it’s OK But I can’t click on done then I get “Invalid Syntax - Operands are mismatched.” My idea of this i to have one send approval block and use the result of this expression for how to send to. 

7294
Shubadus
Apprentice
2 years ago
Drone Legends
Apprentice
Drone LegendsApprentice
asked in Automations
Create "Assigned Task Completion" notification workflow

We are tyring to create a customer workflow where:Person 1 creates a new deal Person 1 creates a task within that new deal Person 1 assigns that task (makes owner) to Person 2 Person 2 completes the task and marks it complete Person 1 recives a notification (email or other) that Person 2 completed the taskSeems so basic, yet we can’t fina a way to make this work. 

721
Aishwarya Parthasarathi
Top Contributor
2 years ago
M
Skilled Expert
mythumbsclickSkilled Expert
asked in Automations
New employee service request automations - wait for manual confirmation by agent

HiNew customer of Freshservice here. I have query with regards Service Requests. I have setup a service request for new user onboarding which is backed by an workflow automation to setup the user in AD, add to security groups and do a bunch of other cool stuff. Works well. The success of this process relies on accurate information being input by the requester (HR) filling out the service request form. Is there a way that the automations are not started until a member of the IT dept checks the service request first and then ticks a box for example to confirm they are happy for automation to be kicked off?

1497
M
Skilled Expert
2 years ago
M
Skilled Expert
mythumbsclickSkilled Expert
asked in Automations
Workflow Automator - New User - Random Word Passphrase

HiI have a service request with Workflow Automator (AD on-prem integrated) to create the user. This works well and i have tested the Password Generator - Orch app to generate a password and this works fine. The problem i have is that we use a secure passphrase with 3 or 4 random words so users can cope with typing in for initial login before being forced to reset. It would be ideal if there were a way to Automate creation of a random passphrase.Do you have any suggestions on how I can achieve this?

3958
Daniel Söderlund
Skilled Expert
2 years ago
Umeracle
Apprentice
UmeracleApprentice
asked in Automations
Splitting Freshserivce tickets with different teams eg IT support , site team, HR team, Office team

Hi All,Was wondering if anyone’s split their Freshservice ticket system into different groups such as IT, HR, Site/Estates team? We want our end users to be able to send a ticket to us and it assign that ticket to the designated group such as an IT Request will go to IT group and HR Request will automatically assign it to HR. Only issue we may find is when end users send tickets via email - not sure how that will determine which group it will go to. Hope that makes sense but any tips would be helpful as we don’t want to purchase a complete new license and new freshworks under each department group. Regards,Umer

7805
G
Skilled Expert
2 years ago
alephtaph
Contributor
alephtaphContributor
asked in Automations
Automatic workflow for shared folder access

Hi everyoneI’m trying to implement a workflow where a user can request the access to a folder through the service catalogue. I was thinking to accomplish it this way:User request and fills in the request form the exact name of the folder i.e., Marketing - this is working The workflow starts with the AD orchestration “get group” properties managedby - this is working I use the field from the request form a syntax and add our groupname prefix AD orchestration “Get User Details” adding the result from managedby to the name field - this is working Send email for approval - here I have the issue. How can I accomplish to send an email to the result of the user details. I can take the SAM account name, which is the email address in our case.Thank your for all your suggestions.

1083
zachary.king
Skilled Expert
2 years ago
pietermtzl
Apprentice
pietermtzlApprentice
asked in Automations
Unable to lookup contact from email via the API

I am trying to integrate freshsales into our main application, at the moment I am just trying to connect contacts in freshsales to users on our system.  I can use the api to create users, and lookup them up by id, but when I try to look them up by email I get this error{ "errors": { "code": 403, "message": [ "You are not authorized to perform this operation." ] }}I am the admin of the account and as far as I can see have all the permissions that I can have.  What is going on here?

7984
pietermtzl
Apprentice
2 years ago
LorneH
Contributor
LorneHContributor
asked in Automations
Sales Sequence versus Workflow in FreshSales

What are the benefits or drawbacks of using Sales Sequences versus Workflows in automating tasks like email and updating/ tracking lead stages. I have inherited a system that uses lots of workflows and no sales sequences and I’m not sure why my predecessor chose one way exclusively; if there is any guidance on when each option is better, please add your opinion.

3411
Aishwarya Parthasarathi
Top Contributor
2 years ago
stevemc
Top Contributor
stevemcTop Contributor
asked in Automations
Can a contact be processed by a Sales sequence multiple times?

I’m using “Add contacts to the sequence” with “Add by conditions”.  I would like to understand if a contact can be processed by a sales automation more than once.  I can’t quite tell from documentation if this is the case.I know that for Journey’s there is specific configuration to indicate if a contact can repeat a journey.  I don’t see similar configuration on Sales Sequences.In my example, I have a Sales Sequence that uses “Add Contacts to the sequence” with “Add by Conditions” using the following conditions: The sequence sends a single email and completes.  Question 1: Will the contact get multiple emails, one for each day after Training start date if the Training status stays as Enrolled?Question 2: If the start date is later changed and Training status put back in “Enrolled” status, will the contact be processed by the Sales Sequence again? 

1301
Aishwarya Parthasarathi
Top Contributor
3 years ago
M
Apprentice
manuplusplusApprentice
asked in Automations
When a new ticket is created in FreshService, can it be automatically copied over to a SharePoint Online list?

Hi thereWhen a new ticket is created in FreshService, can it be automatically copied over to a SharePoint Online list (to be added as an item there)? How?Thank you.

3381
zachary.king
Skilled Expert
3 years ago

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