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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

📝 Note: Unless noted otherwise, creation actions accept optional subtype, apps, and app_custom_fields parameters.

Operation

Input

Output

Create Account

Creates a new account in DevRev.

Account details like name, description, domains, etc.

Created account object

Create Contact

Creates a new contact (rev_user) in DevRev.

Contact details like email, full_name, phone, etc.

Created rev_user object

Create Incident

Creates a new incident in DevRev.

Incident details like title, body, applies_to_part, etc.

Created incident object

Create Issue

Creates a new issue in DevRev.

Issue details like title, body, priority_v2, etc.

Created issue object

Create Meeting

Creates a new meeting in DevRev.

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

Created meeting object

Create Opportunity

Creates a new opportunity in DevRev.

Opportunity details like title, body, applies_to_part, etc.

Created opportunity object

Create Ticket

Creates a new ticket in DevRev.

Ticket details like title, body, applies_to_part, etc.

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

📝 Note: Unless noted otherwise, retrieval actions accept optional subtype and apps parameters.

Operation

Input

Output

GetAccount

Retrieves account details.

id: ID of the account

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

Conversation object

GetCustomer

Retrieves customer (rev_user) details.

id: ID of the customer

Rev_user object

GetEnhancement

Retrieves enhancement details.

id: ID of the enhancement

Enhancement object

GetFeature

Retrieves feature details.

id: ID of the feature

Feature object

GetIncident

Retrieves incident details.

id: ID of the incident

Incident object

GetIssue

Retrieves issue details.

id: ID of the issue

Issue object

GetMeeting

Retrieves meeting details.

id: ID of the meeting

Meeting object

GetOpportunity

Retrieves opportunity details.

id: ID of the opportunity

Opportunity object

GetOrgUser

Retrieves organization user details.

id: ID of the user

Dev_user object

GetOrgUserPreference

Retrieves user preferences.

id: ID of the user

User preference object

Object updates

📝 Note: Unless noted otherwise, update actions accept optional subtype, apps, and app_custom_fields parameters.

Operation

Input

Output

UpdateAccount

Updates account details.

id: ID of the account to update

Account details to update

Updated account object

UpdateContact

Updates contact (rev_user) details.

id: ID of the contact to update

Contact details to update

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

Updated enhancement object

UpdateIncident

Updates incident details.

id: ID of the incident to update

Incident details to update

stage: (Optional) New stage

Updated incident object

UpdateIssue

Updates issue details.

id: ID of the issue to update

Issue details to update

stage: (Optional) New stage

Updated issue object

UpdateMeeting

Updates meeting details.

id: ID of the meeting to update

Meeting details to update

Updated meeting object

UpdateOpportunity

Updates opportunity details.

id: ID of the opportunity to update

Opportunity details to update

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

stage: (Optional) New stage

Updated ticket object

Object links

Operation

Input

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

Input

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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