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Workflow action library

When a workflow starts running, the action steps define which operations or processes occur and specify any data that needs to be transferred between blocks. Below is a list the action steps you can use.

Object creation

Operation

Description

Input Parameters

Output

Create Account

Creates a new account in DevRev.

  • Account details like name, description, domains, etc.

  • subtype: (Optional) Account subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created account object

Create Contact

Creates a new contact (rev_user) in DevRev.

  • Contact details like email, full_name, phone, etc.

  • subtype: (Optional) Contact subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created rev_user object

Create Incident

Creates a new incident in DevRev.

  • Incident details like title, body, applies_to_part, etc.

  • subtype: (Optional) Incident subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created incident object

Create Issue

Creates a new issue in DevRev.

  • Issue details like title, body, priority_v2, etc.

  • subtype: (Optional) Issue subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created issue object

Create Meeting

Creates a new meeting in DevRev.

  • Meeting details like title, description, start_date, attendees, etc.

  • subtype: (Optional) Meeting subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created meeting object

Create Opportunity

Creates a new opportunity in DevRev.

  • Opportunity details like title, body, applies_to_part, etc.

  • subtype: (Optional) Opportunity subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created opportunity object

Create Ticket

Creates a new ticket in DevRev.

  • Ticket details like title, body, applies_to_part, etc.

  • subtype: (Optional) Ticket subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Created ticket object

Convert Conversation To Ticket

Converts a conversation to a ticket.

  • conversation_id: ID of the conversation to convert

ticket_id: ID of the created ticket

Object retrieval

Operation

Description

Input Parameters

Output

GetAccount

Retrieves account details.

  • id: ID of the account

  • subtype: (Optional) Account subtype

  • apps: (Optional) Related apps

Account object

GetAirdropSyncUnit

Retrieves information about an Airdrop sync unit.

  • id: ID of the sync unit

Sync unit object

GetConversation

Retrieves conversation details.

  • id: ID of the conversation

  • subtype: (Optional) Conversation subtype

  • apps: (Optional) Related apps

Conversation object

GetCustomer

Retrieves customer (rev_user) details.

  • id: ID of the customer

  • subtype: (Optional) Customer subtype

  • apps: (Optional) Related apps

Rev_user object

GetEnhancement

Retrieves enhancement details.

  • id: ID of the enhancement

  • subtype: (Optional) Enhancement subtype

  • apps: (Optional) Related apps

Enhancement object

GetFeature

Retrieves feature details.

  • id: ID of the feature

  • subtype: (Optional) Feature subtype

  • apps: (Optional) Related apps

Feature object

GetIncident

Retrieves incident details.

  • id: ID of the incident

Incident object

GetIssue

Retrieves issue details.

  • id: ID of the issue

  • subtype: (Optional) Issue subtype

  • apps: (Optional) Related apps

Issue object

GetMeeting

Retrieves meeting details.

  • id: ID of the meeting

  • subtype: (Optional) Meeting subtype

  • apps: (Optional) Related apps

Meeting object

GetOpportunity

Retrieves opportunity details.

  • id: ID of the opportunity

  • subtype: (Optional) Opportunity subtype

  • apps: (Optional) Related apps

Opportunity object

GetOrgUser

Retrieves organization user details.

  • id: ID of the user

  • subtype: (Optional) User subtype

  • apps: (Optional) Related apps

Dev_user object

GetOrgUserPreference

Retrieves user preferences.

  • id: ID of the user

User preference object

Object updates

Operation

Description

Input Parameters

Output

UpdateAccount

Updates account details.

  • id: ID of the account to update

  • Account details to update

  • subtype: (Optional) Account subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Updated account object

UpdateContact

Updates contact (rev_user) details.

  • id: ID of the contact to update

  • Contact details to update

  • subtype: (Optional) Contact subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Updated rev_user object

UpdateConversation

Updates conversation details.

  • id: ID of the conversation to update

  • Conversation details to update

  • stage_name: (Optional) New stage

Updated conversation object

UpdateEnhancement

Updates enhancement details.

  • id: ID of the enhancement to update

  • Enhancement details to update

  • subtype: (Optional) Enhancement subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Updated enhancement object

UpdateIncident

Updates incident details.

  • id: ID of the incident to update

  • Incident details to update

  • subtype: (Optional) Incident subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

  • stage: (Optional) New stage

Updated incident object

UpdateIssue

Updates issue details.

  • id: ID of the issue to update

  • Issue details to update

  • subtype: (Optional) Issue subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

  • stage: (Optional) New stage

Updated issue object

UpdateMeeting

Updates meeting details.

  • id: ID of the meeting to update

  • Meeting details to update

  • subtype: (Optional) Meeting subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

Updated meeting object

UpdateOpportunity

Updates opportunity details.

  • id: ID of the opportunity to update

  • Opportunity details to update

  • subtype: (Optional) Opportunity subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

  • stage: (Optional) New stage

Updated opportunity object

UpdateQuestionAnswer

Updates a question and answer pair.

  • id: ID of the Q&A to update

  • question: (Optional) Updated question

  • answer: (Optional) Updated answer

  • Other Q&A properties

Updated question_answer object

UpdateTicket

Updates ticket details.

  • id: ID of the ticket to update

  • Ticket details to update

  • subtype: (Optional) Ticket subtype

  • apps: (Optional) Related apps

  • app_custom_fields: (Optional) Custom fields

  • stage: (Optional) New stage

Updated ticket object

Object links

Operation

Description

Input Parameters

Output

LinkConversationWithTicket

Creates a link between a conversation and a ticket.

  • source: Conversation ID

  • link_type: Type of link (usually "is_related_to")

  • target: Ticket ID

Empty response on success

LinkIncidentWithIssue

Creates a link between an incident and an issue.

  • source: Incident ID

  • link_type: Type of link (usually "is_dependent_on")

  • target: Issue ID

Empty response on success

LinkIssueWithIssue

Creates a link between two issues.

  • source: Source issue ID

  • link_type: Type of link

  • target: Target issue ID

Empty response on success

LinkTicketWithIssue

Creates a link between a ticket and an issue.

  • source: Ticket ID

  • link_type: Type of link (usually "is_dependent_on")

  • target: Issue ID

Empty response on success

ListObjectsLinkedToIssue

Retrieves objects linked to an issue.

  • issue: ID of the issue

  • objects: Types of objects to find

  • relationship: (Optional) Specific relationship types to filter by

Array of linked objects with relationship information

ListObjectsLinkedToTicket

Retrieves objects linked to a ticket.

  • ticket: ID of the ticket

  • objects: Types of objects to find

  • relationship: (Optional) Specific relationship types to filter by

Array of linked objects with relationship information

Communication and notification

Operation

Description

Input Parameters

Output

AddComment

Adds a comment to an object in DevRev. Supports various visibility options and user permissions.

  • object: ID of the object

  • body: Comment body

  • visibility: (Optional) "external", "internal", or "private"

  • users: (Required if visibility is "private") List of users who can see the comment

  • id: ID of the created comment

  • created_by: User who created the comment

AskOptions

Displays a message with interactive buttons that users can click.

  • object: ID of the object

  • message: (Optional) Message text

  • buttons: Array of buttons with name and display_name

  • visibility: (Optional) Visibility setting

  • panel: (Optional) Panel to display the message

  • private_to: (Optional) Users for private visibility

Output ports created dynamically based on button clicks

SendNotification

Sends a notification to specified users or groups.

  • receivers: Users or groups who will receive the notification

  • body: The body of the notification

  • title: The title of the notification

  • linked_object: (Optional) The object which will open on clicking the notification

Empty response on success

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