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Context:

Rewst Workflows are a powerful tool that - by simply filling them out - can invoke automation activities in Rewst. By embedding those Rewst Workflows into the MSP Process client portal, it’s easy for your customers to not just submit a ticket with you, but also invoke the appropriate Rewst activity to automatically address what they need you to do.

Prerequisites:

  • You must have an active Rewst tenant
  • You must be on the Pro plan in MSP Process
  • Your end-users must be added into Rewst, as all Rewst Workflows require authentication
  • The Rewst Workflow must be configured to create a ticket in your PSA; the MSP Process client portal will not create a ticket when an end-user fills out a Rewst Workflow.

Grabbing the Dynamic URL from Rewst

  1. Login to your Rewst tenant (https://app.rewst.io)
  2. Navigate to the Automations -> Workflows page
  3. Edit the Workflow you want to embed in the MSP Process Client Portal
  4. At the top of the Rewst UI, click the gear icon to edit the Trigger settings for the Workflow:
  5. In the Trigger Configuration section, click the <> button:
  6. Paste the data that you copied into a text editor of your choice. You’ll want to only keep the URL, and remove anything else. Here’s an example:

Configuring MSP Process to Display a Rewst Workflow in your Client Portal

  1. Login to the MSP Process UI (https://app.mspprocess.com) as an Admin-level user
  2. Navigate to the AI Service Desk -> Client Portal -> Ticket Templates page
  3. Click the Create New button
  4. Fill out the Ticket Template as shown below; you’ll want to choose Rewst Form as the Question Type:
  5. Click Submit to save the Ticket Template

What Do Your End-users See?

When your end users login to the MSP Process Client Portal - either the website version or the MS Teams version - they will be able to interact with the Rewst Workflow by clicking on the Create a ticket button: Your end-users will then be presented with the list of Ticket Templates that you’ve created; they just need to click on the Rewst entry to open it up: When they click on the Rewst one, they’ll be shown the Rewst Workflow as an overlay on top of the MSP Process Client Portal: Your end-users need only to click the Submit button at the bottom of the Rewst Workflow, and voila! They will have successfully submitted the Workflow, and Rewst will invoke the automation routines associated with it.

Common Questions:

Does my end-user need to login to Rewst in order to fill in the form?

Yes - all of Rewst’s workflows require authentication.

How does MSP Process know which version of a Rewst Workflow to show to an end-user?

The URL you’ve provided to MSP Process is a “dynamic” URL - it’ll display the appropriate version of the Workflow to your end-user, based on their identity when they login to Rewst.