SysAid integrations and automations

Seamlessly connect SysAid with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

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    Triggers

    When this happens…

    SysAid
    • Service Record Created - Advanced Real-time
      Fires when a new service record is created in SysAid containing a raw JSON of data.
    • Service Record Created - Standard Real-time
      Fires when a new service record is created in SysAid containing a standard list of properties.
    • Service Record Updated - Advanced Real-time
      Fires when a service record is updated in SysAid containing a raw JSON of data.
    • Service Record Updated - Standard Real-time
      Fires when a service record is updated in SysAid containing a standard list of properties.

      • Any other trigger you can think up

    Actions

    Do this…

    SysAid
    • Custom action
      Custom action in SysAid Public API (Custom)
    • Add Agent to Groups
      Add a specific Agent to one or more existing user groups in your SysAid account.
    • Add End User to Groups
      Add a specific end user to one or more existing user groups in your SysAid account.
    • Add Activity to a Service Record
      Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
    • Add a Note to a Service Record
      Add an internal or public note to an existing service record.
    • Convert Agent to End User
      Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
    • Convert End User to Agent
      Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
    • Create a New Agent
      Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
    • Create a New Asset
      Create a new asset in your SysAid account
    • Create a New Attachment
      Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
    • Create a New Configuration Item (CI)
      Creates a new Configuration Item (CI)
    • Create a CI Relation Type
      Create a new CI relation type
    • Create a New Company
      Create a new company in your SysAid account.
    • Create a New End User
      Creates a new end user in your SysAid account.
    • Create a New Group
      Creates a new user group in your SysAid account.
    • Create a CI Relation For a Given CI ID
      Creates a CI relation for a given CI ID
    • Create a Service Record
      Create a new service record (ticket) in your SysAid account.
    • Delete Agent
      Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
    • Delete Asset by ID
      Delete an asset from your SysAid account, this action is irreversible
    • Delete a CI by ID
      Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
    • Delete a CI Relation Type by ID
      Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
    • Delete Company by ID
      Delete a company by its ID.
    • Delete End User
      Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
    • Delete a CI Relation For a Given CI ID
      Permanently deletes a CI relation for a given CI using its unique ID
    • Delete a Service Record
      Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
    • Generates a Presigned URL for an Attachment Upload
      The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
    • Get Agent by ID
      Retrieve detailed information about a specific Agent using their unique SysAid ID.
    • Get List of Agents
      Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
    • Get Asset by ID
      Retrieve an Asset by ID
    • Get List of Assets
      Retrieve a paginated list of assets in your SysAid account.
    • Get Category Hierarchy
      Returns a hierarchical list of categories.
    • Get Configuration Item (CI) by ID.
      Retrieve a Configuration Item (CI) by ID.
    • Get CI Relation Types
      Retrieve a list of CI relation types configured in SysAid
    • Get CI Relations for a Specific CI by ID
      Retrieve all CI relations for a specific CI by its ID
    • Get List of Configuration Item (CI) Subtypes by CI Type ID.
      Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
    • Get List of Configuration Item (CI) Types.
      Retrieve a list of Configuration Item (CI) types.
    • Get List of Configuration Items (CIs)
      Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
    • Get List of Companies
      Retrieve a list of all companies configured in your SysAid account.
    • Get Company by ID
      Retrieve a company by its ID.
    • Get End User by ID
      Retrieve detailed information about a specific end user using their unique SysAid ID.
    • Get List of End Users
      Retrieve a paginated list of end users in your SysAid account.
    • Get Group by ID
      Retrieve detailed information about a specific group using its unique ID.
    • Get Group Members
      Retrieve a list of all users assigned to a specific group by its unique ID.
    • Get List of Groups
      Retrieve a list of all user groups in your SysAid account.
    • Get Indexes
      Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
    • Get a Service Record by ID
      Retrieve the full details of a specific service record using its unique SysAid ID.
    • Get Service Record's Action Items
      Allows to retrieve service record's action items.
    • Get Service Record Template by ID
      Get a service record template by ID.
    • Get Service Record Template by Service Record ID
      Get a template by the service record ID.
    • Remove Agent from Groups
      Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
    • Remove End User from Groups
      Remove a specific End User from one or more user groups.
    • Resolve a Service Record
      Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
    • Search Service Records by Specific Parameters
      Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
    • Send a Message from a Service Record
      Send an email notification directly from a specific service record to an end user or agent.
    • Update Agent Details
      Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
    • Update an Asset
      Update the details of an existing asset. Existing fields will be overwritten with newly provided information
    • Update the Configuration Item (CI) by ID
      Update the Configuration Item (CI) by ID
    • Update a CI Relation Type by ID
      Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
    • Update a Company
      Update the details of an existing company in your SysAid account.
    • Update End User Details
      Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
    • Update Service Record Details
      Update the details of an existing service record using its unique SysAid ID.
    • Updates An Action Item Status
      Allows to update the service record's action item status.

      • Any other action you can think up

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