Solved

Automate Purchase order Creation from Service Request

  • 14 February 2023
  • 5 replies
  • 244 views

Badge +2

Hello,

I am wondering if there is a way to automatically create a purchase order from a service request? 

icon

Best answer by Daniel Söderlund 15 February 2023, 15:18

View original

5 replies

Userlevel 7
Badge +13

Hello,

 

Using automation and API it should be doable. 

Badge +2

Hello Daniel,

Would you be able to provide a little more background for starting this process?

Userlevel 7
Badge +13

This is just start. 

 

  1. Ticket raised ( can be updated and you add condition that status is resolved) 
  2. Condtion service item = The one you created and to act on. 
  3. Web request node 
  4. The URL to your instans and the endpoint for purchase order
  5. API key 
  6. Password = X
  7. Payload that you can find in the link below, you use placeholders from the service item to populate the payload. 

Here can you read up on how to use the API
https://api.freshservice.com/v2/#create_a_new_purchase_order

 

 

Badge +2

Thank you!

Userlevel 7
Badge +13

A note if you haven’t worked with the web request node, you can add a note in a action after it with the respons code and message if you have issue. You get them as placeholders. 

It’s best to end with an action node as well. To add a tag or send message that the order has been created or what you want. 

Reply