Vivantio by Maxmel Tech

vivantio is a service management platform for it, customer service, and enterprise teams integrating vivantio with make com enables users to automate ticket creation, update statuses, and synchronize customer data across support and business tools this is ai generated content based on official vivantio documentation the content may still contain errors—please verify important information if you have questions, contact https //support vivantio com/ directly how to get support on vivantio vivantio is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=vivantio\&app slug=vivantio community\&app unique id=vivantio bzyefy requirements to use the vivantio app in make, you must have an active vivantio account and appropriate authentication credentials, https //vivantio com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/vivantio community/ click the install button follow the on screen instructions to complete the setup connect vivantio and {{product name}} to get started, you must first create a connection between vivantio and {{product name}} , allowing the two services to communicate you can connect using the following method basic authentication basic authentication instructions you need to retrieve your platform url, username, and password from the vivantio admin area login to your vivantio platform using your credentials navigate to the admin area go to the integration & api section access the downloads area locate and note the following credentials vivantio platform url, vivantio username, vivantio password some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=vivantio\&app slug=vivantio community\&app unique id=vivantio bzyefy create the connection in {{product name}} https //www make com/en/register , add the vivantio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your vivantio account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page vivantio modules after connecting to the vivantio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a caller adds a new caller record to the specified system, allowing you to store and manage caller information efficiently create a client adds a brand new client to your system, allowing you to store and manage their information for future interactions create a location creates a new location using the details you provide, such as name, address, and other specific attributes create a ticket creates a brand new ticket in the system to help you track and manage requests or issues from start to finish create an article creates a brand new article within the service, allowing you to add fresh content or information directly to your account create an asset adds a new asset to the system, allowing you to store and manage important items or resources within your account delete articles removes a selected group of articles from the service, permanently deleting them from your account delete assets permanently removes a selected group of assets from the service, ensuring they are no longer available or accessible delete callers removes a selected group of callers from your service, helping you manage and update your caller list efficiently delete clients removes multiple selected clients from your database or system, helping you keep your client list up to date delete locations removes multiple locations from the selected database or service, helping you keep your location data up to date and organized delete tickets permanently removes a selected group of tickets from your system, helping you keep your workspace organized and clutter free download an attachment downloads a file attachment from a chosen source, allowing you to easily access and save the file for further use download an attachment public downloads a publicly accessible file attachment from the source you specify get articles fetches and returns a complete list of all available articles from your account get assets fetches a complete list of all assets available in the service, allowing you to view and manage everything stored within your account get callers fetches a complete list of all callers, allowing you to view detailed information about each one get clients fetches a complete list of all clients from your account, allowing you to view and manage client details easily get locations fetches and lists all available locations from your account, giving you an overview of every location you have set up get tickets fetches a complete list of all support tickets from the service, allowing you to view and manage every ticket in your account get a caller fetches detailed information about a particular caller, such as their contact details and call history get a client fetches detailed information about a particular client, such as their profile and related data get a location fetches detailed information about a specific location from the chosen service get a ticket fetches detailed information about a specific ticket using its unique id get an article fetches a specific article from the service, allowing you to access its full details and content get an asset fetches a specific asset using the identifier you provide, allowing you to access detailed information about that particular asset make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with features or endpoints not covered by the standard modules update a caller updates the details of an existing caller in the system, such as their name, contact information, or other relevant data update a client updates an existing client’s details in the system with the latest information you provide, ensuring their profile stays current update a location updates an existing location by modifying its details or changing its coordinates update a ticket updates an existing ticket by adding new details or modifying its current information, helping you keep your support requests accurate and up to date update an article updates an existing article by applying the new details or changes you provide, ensuring the article stays current and accurate update an asset updates an existing asset in the system by replacing its current details with the new information you provide upload an attachment uploads a file as an attachment to the selected service, allowing you to easily share documents, images, or other files as part of your workflow watch articles triggers whenever a new article is published, allowing you to automatically start workflows or actions each time fresh content appears watch assets this module activates whenever a new asset is created or when details of an existing asset are modified, allowing you to automatically respond to changes in your asset inventory watch callers triggers whenever a new caller is identified, allowing you to automatically take action each time someone calls in watch clients this module activates whenever a new client is added or when details for an existing client are updated, helping you stay on top of all client changes in your system watch locations this module activates whenever a new location is created or when details of an existing location are updated, allowing you to automatically respond to these changes watch tickets triggers whenever a new ticket is created or when an existing ticket is updated, allowing you to automatically respond to changes or additions in your ticketing system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} vivantio resources you can have access to more resources related to this app on the following links https //vivantio com https //www vivantio com/guides/ https //www vivantio com/guides/when and how to use the vivantio api/ https //www make com/en/integrations/vivantio community