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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

OperationDescriptionInput ParametersOutput
Create AccountCreates 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 ContactCreates 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 IncidentCreates 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 IssueCreates 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 MeetingCreates 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 OpportunityCreates 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 TicketCreates 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 TicketConverts a conversation to a ticket.
  • conversation_id: ID of the conversation to convert
ticket_id: ID of the created ticket

Object retrieval

OperationDescriptionInput ParametersOutput
GetAccountRetrieves account details.
  • id: ID of the account
  • subtype: (Optional) Account subtype
  • apps: (Optional) Related apps
Account object
GetAirdropSyncUnitRetrieves information about an Airdrop sync unit.
  • id: ID of the sync unit
Sync unit object
GetConversationRetrieves conversation details.
  • id: ID of the conversation
  • subtype: (Optional) Conversation subtype
  • apps: (Optional) Related apps
Conversation object
GetCustomerRetrieves customer (rev_user) details.
  • id: ID of the customer
  • subtype: (Optional) Customer subtype
  • apps: (Optional) Related apps
Rev_user object
GetEnhancementRetrieves enhancement details.
  • id: ID of the enhancement
  • subtype: (Optional) Enhancement subtype
  • apps: (Optional) Related apps
Enhancement object
GetFeatureRetrieves feature details.
  • id: ID of the feature
  • subtype: (Optional) Feature subtype
  • apps: (Optional) Related apps
Feature object
GetIncidentRetrieves incident details.
  • id: ID of the incident
Incident object
GetIssueRetrieves issue details.
  • id: ID of the issue
  • subtype: (Optional) Issue subtype
  • apps: (Optional) Related apps
Issue object
GetMeetingRetrieves meeting details.
  • id: ID of the meeting
  • subtype: (Optional) Meeting subtype
  • apps: (Optional) Related apps
Meeting object
GetOpportunityRetrieves opportunity details.
  • id: ID of the opportunity
  • subtype: (Optional) Opportunity subtype
  • apps: (Optional) Related apps
Opportunity object
GetOrgUserRetrieves organization user details.
  • id: ID of the user
  • subtype: (Optional) User subtype
  • apps: (Optional) Related apps
Dev_user object
GetOrgUserPreferenceRetrieves user preferences.
  • id: ID of the user
User preference object

Object updates

OperationDescriptionInput ParametersOutput
UpdateAccountUpdates 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
UpdateContactUpdates 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
UpdateConversationUpdates conversation details.
  • id: ID of the conversation to update
  • Conversation details to update
  • stage_name: (Optional) New stage
Updated conversation object
UpdateEnhancementUpdates 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
UpdateIncidentUpdates 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
UpdateIssueUpdates 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
UpdateMeetingUpdates 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
UpdateOpportunityUpdates 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
UpdateQuestionAnswerUpdates 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
UpdateTicketUpdates 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

OperationDescriptionInput ParametersOutput
LinkConversationWithTicketCreates 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
LinkIncidentWithIssueCreates 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
LinkIssueWithIssueCreates a link between two issues.
  • source: Source issue ID
  • link_type: Type of link
  • target: Target issue ID
Empty response on success
LinkTicketWithIssueCreates 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
ListObjectsLinkedToIssueRetrieves 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
ListObjectsLinkedToTicketRetrieves 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

OperationDescriptionInput ParametersOutput
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
AskOptionsDisplays 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
SendNotificationSends 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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