Ticket
AI-generatedSummary
Trigger workflow executions based on lifecycle events of ConnectWise PSA service tickets that match specified criteria and filters.
Inputs
- triggerOn — Select one or more ticket lifecycle events to fire the trigger: enter, repeat, exit, create, update, and delete.
- ticketType — Specify the type of ticket to monitor (currently only 'Service Ticket').
- boardIds — Filter tickets by service board names or IDs; leave empty to monitor all boards.
- statusIds — Filter tickets by status names or IDs; will be filtered based on selected boards.
- priorityIds — Filter tickets by priority names or IDs; leave empty to include all priorities.
- sourceIds — Filter tickets by source names or IDs; leave empty to include all sources.
- timingConditions — Add timing constraints such as minimum ticket age or minimum time in current status to control when triggers fire.
- repeatEvery — If 'repeat' lifecycle event is selected, specify how often to send repeat notifications.
- maxRepeats — If 'repeat' is selected, specify the maximum number of repeat notifications per ticket; leave blank for unlimited.
- rearm — For 'enter' events, decide the behavior if a ticket exits and later re-enters the conditions: never notify again, notify immediately, or notify after a cooldown period.
- cooldown — If 'rearm' is set to notify after cooldown, specify the cooldown duration.
- skipExistingMatches — When tickets are created or updated, skip triggering for those already matching the conditions if set to true.
Output shape
a single record
Emits a single JSON object representing the ticket event that matches the configured trigger conditions.
Examples
Example 1: Trigger when a service ticket enters specified boards with certain statuses
Set 'triggerOn' to ['enter'], select boards and statuses of interest; the workflow will trigger when tickets first meet these conditions.
Example 2: Trigger periodically while a ticket continues matching conditions
Select 'repeat' lifecycle event and configure 'repeatEvery' and 'maxRepeats' to send periodic workflow executions for ongoing matching tickets.