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Create incident, change , request from action node

Related products:Freshservice
  • January 8, 2024
  • 14 replies
  • 122 views

Daniel Söderlund
Top Contributor ⭐
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Hello, 

To start of most of the text is rewritten using google bard. This is just one use case of many that could benefit of having creation of tickets in the action node. 

 

Today, I need to use the API to generate a new ticket as part of a workflow automation (WFA). While it's straightforward for those familiar with the API, it poses a challenge for customers who will maintain the automations.

 

Use Case: Streamline Certificate Renewals with Automated Ticket Creation

Problem:

Managing and renewing digital certificates can be a tedious and time-consuming task, especially for organizations with numerous services that rely on these certificates. Manually tracking renewal dates and initiating renewal processes can lead to missed deadlines, potential service disruptions, and security vulnerabilities.

Solution:

Implement a workflow automation (WFA) that leverages the API to generate new tickets whenever a certificate's renewal date approaches. This automation eliminates the need for manual intervention and ensures that certificate renewals are handled proactively.

Implementation:

  1. Identify Service Certificates: Gather and categorize all the digital certificates used across your organization's services.

  2. Create Asset Type Field: Define a custom asset type field to store the renewal date for each certificate. This field will serve as the basis for the WFA's renewal check.

  3. Establish Scheduled WFA: Configure a scheduled WFA to periodically scan the assets and identify certificates with a renewal date within 30 days.

  4. Generate Change Requests: Upon detecting these certificates, the WFA should automatically generate change requests, attaching the corresponding assets. These change requests can then be routed to relevant teams for timely renewal actions.

Benefits:

  • Proactive Renewals: Eliminate the risk of missed deadlines and ensure timely renewals.

  • Automated Ticket Creation: Reduce manual effort and streamline the renewal process.

  • Centralized Management: Gain visibility into all certificates and their renewal status.

  • Certificate Traceability: Associate certificates with the associated services for efficient incident identification and resolution.

By implementing this WFA, organizations can effectively manage their digital certificates, ensuring seamless renewals, minimizing potential disruptions, and enhancing overall security posture.

 

 

14 replies

zehab
  • January 9, 2024

Enable ticket creation in the action node for workflow automation, simplifying processes like certificate renewals. This feature streamlines API usage, making it more user-friendly for automation maintenance. Example: Streamline certificate renewals by automatically generating tickets as renewal dates approach. Benefits include proactive renewals, automated ticket creation, centralized management, and improved certificate traceability.


Daniel Söderlund
Top Contributor ⭐
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Enable ticket creation in the action node for workflow automation, simplifying processes like certificate renewals. This feature streamlines API usage, making it more user-friendly for automation maintenance. Example: Streamline certificate renewals by automatically generating tickets as renewal dates approach. Benefits include proactive renewals, automated ticket creation, centralized management, and improved certificate traceability.

Thanks for repeating, anything you like to add to this?


msconfig87
Top Contributor ⭐
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  • Top Contributor ⭐
  • January 11, 2024

Enable ticket creation in the action node for workflow automation, simplifying processes like certificate renewals. This feature streamlines API usage…

Just joking 🤣

I upvote. I very often need to create tickets via Web Request. Why not having an Action node item...


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I can only agree that customers is missing this. Freshservice can orchestrate external systems but not make it easy to create ticket, changes, problems, releases. The only module that have this is tasks.

 


Theresat
Community Debut
  • Community Debut
  • January 13, 2024

Thanks for sharing this detailed use case! Automating ticket creation for tasks like certificate renewals can indeed save time and minimize the risk of oversights. The step-by-step implementation guide you provided makes it accessible for both API-savvy users and those less familiar. Great solution for streamlining certificate renewals and improving overall security posture. 👏


Theresat
Community Debut
  • Community Debut
  • January 16, 2024

Excellent proposal! Automating ticket creation in the action node would greatly simplify workflow automation, particularly for users less acquainted with the API. Your example of streamlining certificate renewals demonstrates the practicality and efficiency this feature could bring, addressing challenges in managing and renewing digital certificates. Proactive renewals, automated ticket creation, centralized management, and improved traceability are key benefits that would significantly enhance overall security and operational effectiveness.


Daniel Söderlund
Top Contributor ⭐
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Excellent proposal! Automating ticket creation in the action node would greatly simplify workflow automation, particularly for users less acquainted with the API. Your example of streamlining certificate renewals demonstrates the practicality and efficiency this feature could bring, addressing challenges in managing and renewing digital certificates. Proactive renewals, automated ticket creation, centralized management, and improved traceability are key benefits that would significantly enhance overall security and operational effectiveness.

If you like the idea please press the Upvote button :) 


Harry100
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  • January 16, 2024

Hi,

Thanks for this descriptive guide. 


msconfig87
Top Contributor ⭐
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  • Top Contributor ⭐
  • January 22, 2024

why do I get the feeling that we are trolled by AI bots..


Daniel Söderlund
Top Contributor ⭐
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why do I get the feeling that we are trolled by AI bots..

HAHA , if they could just click on the up vote button I wouldn’t minde that much but yes, it’s a lot of AI bots on the forum. I’m reporting some every day. 


Theresat
Community Debut
  • Community Debut
  • February 1, 2024

Thanks for sharing this detailed use case! Automating ticket creation for tasks like certificate renewals can indeed save time and minimize the risk of oversights. The step-by-step implementation guide you provided makes it accessible for both API-savvy users and those less familiar. Great solution for streamlining certificate renewals and improving overall security posture. 👏

Glad you found the use case helpful! Definitely agree, this resource offers a straightforward solution for automating certificate renewals. 👍


Daniel Söderlund
Top Contributor ⭐
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Need some more love, let see if we can push this over 15 :) 


vince478
Community Debut
  • Community Debut
  • March 4, 2024

Excellent .Thank you for this detailed post.


alyssia.correa
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