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. You can also use dynamic tags by using the square brackets to display a list of available tags
  3. Enter a Message for the email, again dynamic tags can be used.
  4. Select the email Recipients using the dropdown 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. You can also use dynamic tags by using the square brackets to display a list of available tagsgs
  3. Select the Alert Recipients using the dropdown menu. You can also search by typing in the 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
  2. Enter an Initial Description for the PSA Ticket. You can also use dynamic tags by using the square brackets to display a list of available tagsgs
  3. Select the Priority for the PSA Ticket using the dropdown menu.
  4. Test the Action if required using the Test Action button. You will need to select a Company from the dropdown menu to do so. This dropdown 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
  2. Enter the Ticket Details for the PSA Ticket. You can also use dynamic tags by using the square brackets to display a list of available tagsgs
  3. Select the Security Level for the PSA Ticket using the dropdown menu.
  4. Select which Queues the PSA Ticket is to be added to using the dropdown menu. This will populate witht he 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 dropdown menu to do so. This dropdown 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 Azure AD, Office 365 or 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. Use square brackets to use dynamic tags to Enter a Value from the available dynamic tags (by using square brackets)
  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