Actions

Actions

Depending on which Trigger you select, a sub-set of the below 5 actions will be present for selection (for example, the Rotate Password action will only be offered for a Credential related Trigger).

Email Notification

To sends an email notification to recipients:

1. Enter an Action Name for identification purposes
2. Enter a Subject - Dynamic Tags can be used in this field
3. Enter a Message for the email - Dynamic Tags can be used in this field
4. Select the email Recipients using the drop-down menu
5. Test the Action if required using the Test Action button
6. Click Add to complete the Action setup

Notification Window

To generate a Notification Alert in the Passportal notification toolbar:

1. Enter an Action Name for identification purposes
2. Enter an Alert Message that will be displayed in the Alert - Dynamic Tags can be used in this field
3. Select the Recipients using the drop-down menu - Dynamic Tags can be used in this field
4. Test the Action if required using the Test Action button
5. Click Add to complete the Action setup

PSA Ticket

To open a ticket in either ConnectWise Manage or Datto Autotask if integrated with Passportal. This Action is unavailable if neither PSA integration is configured:

ConnectWise Manage

1. Enter a Summary for the PSA Ticket to be created - Dynamic Tags can be used in this field
2. Enter an Initial Description for the PSA Ticket - Dynamic Tags can be used in this field
3. Select the Priority for the PSA Ticket using the drop-down menu.
4. Test the Action if required using the Test Action button. You will need to select a Company from the drop-down menu to do so. This drop-down is populated by the Companies synced with ConnectWise Manage into Passportal.
5. Click Add to complete the Action setup

Datto Autotask

1. Enter a Ticket Titke for the PSA Ticket to be created - Dynamic Tags can be used in this field
2. Enter the Ticket Details for the PSA Ticket - Dynamic Tags can be used in this field
3. Select the Security Level for the PSA Ticket using the drop-down menu.
4. Select which Queues the PSA Ticket is to be added to using the drop-down menu. This will populate with the Queues synced from Datto Autotask.
5. Test the Action if required using the Test Action button. You will need to select a Client from the drop-down menu to do so. This drop-down is populated by the Clients synced with Datto Autotask into Passportal.
6. Click Add to complete the Action setup

Rotate Password

To reset credential as per the configured password generation rules or set Expired flag depending on Credential type and settings selected:

1. Enter an Action Name for identification purposes. You can also use dynamic tags by using the square brackets to display a list of available tags
2. If required, enabled the toggle for: Force Rotation on Microsoft Active Directory Synced Credential
3. If required, enabled the toggle for: Create Expired Flag on Non-Automated Credential
4. Click Add to complete the Action setup

 

Webhook

JSON payloads consist of Key and Value pairs. The Key is a title or identifier to the Value detail. You should give the Key a meaningful name, based on the Values available to be pulled from Passportal using dynamic tags. You can define more than one dynamic tag in the Value field such as [trigger_name] at [organisation_name]. In some cases the Key may be defined by the target software expectations.

To generate a JSON payload to be delivered to the configured Webhook URL:

1. Enter the Webhook URL to which the JSON payload is to be sent
2. Define a Key to be generated in the JSON payload.
3. Enter a Value - Dynamic Tags can be used in this field
4. Click the + button to add further Keys and Value pairs as you require
5. Test the Action if required by clicking the Test Action button
6. Click Add to complete the Action setup