Connect DealMachine and Jitbit Helpdesk

Both apps 33DealMachine 13Jitbit Helpdesk 20

• Trigger
  New Task

  Triggers when a new task is created in DealMachine.

• Action
  Create Note for Lead

  Adds a note to a DealMachine lead (prospect).

• Action
  Create Tag

  Creates a tag you can apply to DealMachine prospects.

• Action
  Create Task

  Creates a task in DealMachine, optionally linked to a property or person.

• Action
  Delete Tag

  Deletes a DealMachine tag.

• Action
  Delete Task

  Deletes a DealMachine task.

• Action
  Get Account

  Returns the DealMachine organization, plan and remaining enrichment credits.

• Action
  Get Tag

  Returns one DealMachine tag by its ID.

• Action
  Get Task

  Returns one DealMachine task by its ID.

• Action
  List Tags

  Returns all tags in the DealMachine workspace.

• Action
  List Tasks

  Returns DealMachine tasks, optionally filtered by status or search text.

• Action
  Update Tag

  Renames, recolors or deactivates a DealMachine tag.

• Action
  Update Task

  Updates a DealMachine task's title, description, due date or completion.

• Trigger
  New Ticket

  Triggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag.

• Action
  Add article

  Creates a new knowledge base article in a category.

• Action
  Add asset

  Creates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier.

• Action
  Add company

  Creates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken.

• Action
  Add tag to ticket

  Adds a tag to a ticket. The tag is created if it does not already exist.

• Action
  Add time spent

  Logs a time spent entry on a ticket under the connected user. Requires technician permissions.

• Action
  Create New Reply

  Posts a new reply (comment) to an existing helpdesk ticket.

• Action
  Create Ticket

  Creates a new helpdesk ticket in a category, with a subject, body and priority.

• Action
  Create User

  Creates a new helpdesk user. Requires administrator permissions.

• Action
  Find Ticket

  Searches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets.

• Action
  Find User

  Finds a helpdesk user by their email address and returns their profile.

• Action
  Get Article

  Returns a knowledge base article with its full content, category, tags and attachments.

• Action
  Get ticket

  Returns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values.

• Action
  List Companies

  Returns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account.

• Action
  List Ticket Comments

  Returns all comments (replies) posted on a Jitbit Helpdesk ticket.

• Action
  List tickets

  Returns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates.

• Action
  List Time Spent Entries

  Returns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions.

• Action
  Update company

  Updates a company's name, notes and email domains in Jitbit Helpdesk.

• Action
  Update ticket

  Updates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body.

• Action
  Update user

  Updates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.