Create, update and search TeamDynamix tickets and feed entries, and manage Knowledge Base articles.
Explore 19 workflow actions for TeamDynamix, including account permissions and operation limits.
13 read actions6 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a ticket feed entry
Write
Adds a comment or update to a ticket, optionally changing its status and notifying people, and returns the feed entry.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a knowledge base article
Write
Creates a Knowledge Base article in a client portal application and returns it.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a ticket
Write
Creates a ticket in a ticketing application, optionally from a template and with notifications, and returns it.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an article
Write
Deletes a Knowledge Base article. This cannot be undone.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a ticket
Read
Reads one ticket.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
Get an article
Read
Reads one Knowledge Base article.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List article categories
Read
Lists the knowledge base categories of a client portal application.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket feed entries
Read
Lists the feed entries (comments and updates) of a ticket.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket forms
Read
Lists the active ticket forms of a ticketing application.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket impacts
Read
Lists the active ticket impacts.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket priorities
Read
Lists the active ticket priorities.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket sources
Read
Lists the active ticket sources.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket statuses
Read
Lists the active ticket statuses of a ticketing application.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket types
Read
Lists the ticket types of a ticketing application.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
List ticket urgencies
Read
Lists the active ticket urgencies.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
Search articles
Read
Lists Knowledge Base articles matching text, category, status, author and publication filters.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
Search tickets
Read
Lists tickets matching text, status, type, people, group, date and SLA filters.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
Update a ticket
Write
Edits an existing ticket (a full edit: send every value the ticket should keep) and returns it.
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an article
Write
Edits an existing article (a full edit: send every value the article should keep).
Permissions and limits
Account permissions
A TeamDynamix API user (user name and password) with access to the ticketing and client portal applications used
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in TeamDynamix. A saved workflow is not a completed provider action.
Support · CONNECTION
