Connect Jitbit Helpdesk to Mx Technologies

Both apps 55Jitbit Helpdesk 20Mx Technologies 35

• 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 account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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