Automated workorder to task creation

Article author
Aleks Petrovic
  • Updated

Note: This article is a work-in-progress, and will be subject to changes over time. Please check back here periodically for updates on the configuration and use of the automatic task creation feature.

If you’re receiving automated work orders from major clients, Uptick can now convert those work orders directly into a task through our integrations with Mailparser and Docparser.

Existing customers of these services can use them to extract the appropriate data to create tasks in Uptick. If you're not already an existing customer of these services, you can learn more by heading to the Mailparser and Docparser websites respectively to learn about features and pricing.

The integration setup steps below are for advanced technical users. For any steps not covered here and that are to be performed in Mailparser/Docparser, refer to the support documentation of these services for more information. If you need assistance with setting these up please contact our support team.

 

mceclip0.png

Sign up to Mailparser/Docparser

Before starting you need to make sure that you have:

  • A Mailparser account if you intend to create tasks from email work orders
  • A Docparser account if you intend to create tasks from a work order document

Click on the links above to sign up for the appropriate account you need.

Task creation from email

Scanning emails and setting up rules

The Mailparser integration allows you to setup what data you'd like to extract from the email body, the subject and sender information. This will then be used to automatically generate Uptick tasks whenever that type of email is received from a client. 

  1. Sign in to Mailparser and create an inbox. This will be the email address that email work orders will be sent to.
  2. You will prompted to forward at least 2 emails to this email address. These will be used for analysis by Mailparser to help create parsing rules
  3. Once this inbox receives the emails you'll see the following message. Click Add some parsing rules to continue.
    mceclip0.png
  4. Mailparser will analyse the emails and present a set of suggested rules. You can accept these suggestions as a starting point by clicking OK, start with this, then make changes and additional rules later.
    mceclip1.png
  5. Rules can be deleted, duplicated or edited by viewing the Mailparser inbox and clicking Rules from the side menu. Editing/adding rules allows you to manually define text filters and regions of the email body.

Setting up integrations

  1. From the appropriate Mailparser inbox, click:
    Integrations > Add new integration > Generic Webhook
  2. Give it a name and select the payload method to JSON
  3. The Target URL field will have the following format:
    https://servername.onuptick.com/api/v2/tasks/mailparser_webhook
    (replace servername with the first part of your Uptick server address)
  4. Under the advanced options set the following:
    HTTP Verb POST
    Repeating Data Behaviour One request per email
    Data structure Custom - provide your own template
    Structure template Add the Uptick task fields to be mapped against the rules set up in Mailparser
    Additional Headers

    An authorisation key is placed here. To generate the key:

    1. Go to a basic auth header generator like this one.
    2. Input a username and password (this will be password of your own choosing for the integration itself and has nothing to do with any other account credentials)
    3. Copy the resulting authorisation key and paste it in the Additional Headers field.

    You will need to provide this header to the support team so that it can be added to your server configuration.

    mceclip2.png
  5. Click Save & Test to test the integration.

Note: If task creation doesn’t occur the errors are recorded in Mailparser and customers can refer to those error logs to troubleshoot why the task isn't being created.

Task creation from documents

The Docparser integration allows you to extract and format repeating text patterns and tables from PDF files and use that information to generate tasks. When a work order is received from a major client in the form of a PDF, the information from that PDF will be used to automatically create a task. The steps are similar to the Mailparser setup in terms of getting everything configured.

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.