Connect Jitbit Helpdesk to Modern Treasury

Both apps 34Jitbit Helpdesk 20Modern Treasury 14

• 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.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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