EasyVista

Autom Mate and EasyVista Guide

Introduction

Explore the integration between Autom Mate and EasyVista, detailing the available actions in Autom Mate for interacting with EasyVista functionalities.

This document delves into the seamless integration between Autom Mate, a powerful workflow automation platform, and EasyVista, a software company that provides IT service management (ITSM) and enterprise service management (ESM) solutions designed to streamline and automate IT processes and improve service delivery within organizations. It provides insights into the actions within Autom Mate that empower users to interact with the diverse functionalities offered by EasyVista.

What is EasyVista?

EasyVista is a software company that provides IT service management (ITSM) and enterprise service management (ESM) solutions designed to streamline and automate IT processes and improve service delivery within organizations. Here is the key features:

  • Service Management: EasyVista offers comprehensive IT service management tools to streamline and automate IT processes, improving service delivery and efficiency.

  • Process Automation: EasyVista features robust automation capabilities to reduce manual tasks, enhance productivity, and ensure consistent service delivery.

  • Knowledge Management: EasyVista supports knowledge management, enabling organizations to create, share, and access valuable information and solutions efficiently.

Autom Mate Integration with EasyVista

With the help of Autom Mate, you can integrate your ITSM or ESM softwares with other tools that you are using and Automate the whole processes.

Using the Integration

Credentials

To use EasyVista actions in Autom Mate, you need to create credentials. Follow these steps:

  1. Access Vault Page:

    • Navigate to the Vault page under the Management section in the left side menu.

  2. Application Credentials:

    • Ensure you are on the Application Credentials tab on the left side.

    • Search for EasyVista using the filter or manually.

    • Alternatively, click on the "New App Credentials" button at the top left side of the window to create new credentials.

  1. Provide Credentials:

    • Connector Name: Unique name for the connector.

    • Authentication Type: Choose the method you want to connect.

    • EasyVista URL: Provide the URL of your EasyVista instance.

    • API Token: Provide the API Token.

    • EasyVista Account: Provide the account id. For example: 50010.

  2. Connect Credentials:

    1. After filling the fields, press on "Test Connect". This option will try to send a API call to "{easyvista_url}/api/v1/{account}/requests" to see if the credentials are working. If you get a success response you can press to the "Connect & Create" button to save the credential.

How To Use Actions

Close Ticket

Description: This action will make the status closed for the ticket provided.

Purpose: Closing a ticket.

Usage:

  • Request ID (Required): Request id of the ticket.

  • Comment: The solution for ticket.

Action Result: The ticket provided will be closed.

Create Ticket

Description: This action will create a ticket in EasyVista instance.

Purpose: Creates a ticket on EasyVista.

Usage:

  • Start from Data Manager

    • Account ID: Provide the account id of EasyVista instance.

    • Catalog Code: Catalog Code of the ticket

    • Press Connect to bring fields.

  • Catalog Code will be automatically filled when you connect.

  • Title: Provide the title of ticket.

  • Description: Provide the description of ticket.

  • Choose the fields from Data Manager that you want to use.

Action Result: The ticket will be created.

View Tickets

Description: This action will fetch 1000 tickets from the instance

Purpose: Viewing tickets.

Usage:

  • Filter: In need, with custom filters user can define what to fetch or how many tickets going to be fetched.

Action Result: The tickets will be fetched in a json body.

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