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Automation Development Reference Guide

Welcome to the Automation Development Reference Guide! πŸ“˜πŸš€ Your one-stop shop for creating effective and smart automation within our platform.

Provided Package Conditions​

Dive into package conditions! 🎯 They are the triggers and filters deciding if an automation should proceed. They are the 'when' and 'how' of your automation execution. Get to know each condition's functionality to tailor your automation.

  1. Client Filter Condition
    1. Client Filter Condition - Variables Form Property
  2. Chat Interaction Condition
  3. Schedule Condition
  4. SmartForm Condition
  5. Ticketing System Condition
  6. Natural Language Condition
  7. Extension Automation Condition
  8. Add Condition to AI Auto Start Custom Packages

Provided Package Activities​

Activities are the nuts and bolts of your automation processes! πŸ”¨πŸ”§ Each represents a unique task, forming the building blocks of your automation. Explore our wide range of activities, use them in combination to create efficient workflows for your specific automation requirements.

  1. Append SmartForms Interaction Activity
  2. Chat Interaction Activity
    2.1 Chat Interaction - Form Def Property
  3. Chat Suggest Packages Activity
  4. Extension Automations Activity
  5. Get Approval Activity
  6. Get Client Config Activity
  7. Get Clients Activity
  8. Get Connected Services Activity
  9. Get Download Token Activity
  10. Get Form Data Activity
  11. Get Machines Activity
  12. Get Microsoft Graph Delegated Consent Activity
  13. Get Package Data Activity
  14. Get Software Packages Activity
  15. Get Ticket Activity
  16. Inline PowerShell Activity
  17. Loop Activity
  18. Pia Set Tag Activity
  19. Restart Agent Machine Activity
  20. Schedule For Later Activity
  21. Search Ticket Cache Activity
  22. Set Integration Configuration Values
  23. SmartForm Interaction Activity
  24. Start Package Activity
  25. Stop Activity
  26. Store Package Data Activity
  27. System Audit Note Activity
  28. Update Client Config Activity
  29. Update Ticket Activity
  30. Wait Activity

Provided System Activities​

Meet the system activities; for interacting with system-level functions or external services!

  1. Agent Interactive Session Activity
  2. Get Kaseya API Token Activity
  3. Get Ring Central API Token Activity
  4. Get SharePoint API Token Activity
  5. Get Xero API Token Activity