How to forward a ticket from one HelpDesk instance to another

Sometimes you need to forward a ticket from one Helpdesk instance to another and save all ticket details.

This is possible to achieve using Helpdesk Power Automate connector.

In my example, I’ll work with two Helpdesk instances: HD1 and HD2. The goal is to copy a selected ticket with all comments to the target Helpdesk.

Additionally, we’ll add a custom column “Another HelpDesk” and configure the Helpdesk trigger not to send email notifications if the value of the column is set to “Yes”. This is needed to prevent spamming of an original requester.

Adding custom column

We’ll add a custom Yes/No option to the ticket list and activate itwhen a ticket goes to another HelpDesk. By default, the option is set to No.

List settings

Creating Helpdesks API keys

We’ll need to create Helpdesks API keys for each Helpdesk instance.

In my case, I use two Helpdesks to forward tickets, so I’ll create Helpdesk API keys for each of them.

List settings

Now let’s move further and create a Microsoft flow to forward tickets.

Create Microsoft Power Automate Flow

Microsoft Power Automate is a very flexible instrument to integrate different services into one flow and migrate data among them.

  1. Create a flow that will be started on a selected list item and add a drop-down input to select the HelpDesk you need.

List settings

  1. Get the source ticket using its ID from the dynamic content and all its comments using HelpDesk actions.

List settings

  1. Add Switcher to the flow to cover all possible values.

List settings

  1. In our example, we have 2 Helpdesks. Let’s add 2 cases for this and use Create a ticket action from the Plumsail connector.

List settings

For each Helpdesk case I select the API key

List settings

List settings

5.Select dynamic content from Get a single ticket action.

List settings

  1. Use this expression to get the initial comment from the source ticket:

first(outputs('Get_all_comments_for_a_ticket')?['body']).body
  1. Finally, start the flow from the Helpdesk interface.

List settings

This is the whole flow

List settings

Using Custom field

We create a custom field to prevent sending emails to the ticket requester after transferring it to another Helpdesk.

We can activate the field in the target Helpdesk

List settings

and then add extra condition to the trigger Notification: Requester - New ticket

List settings

Conclusion

We checked a simple case of transferring tickets between two helpdesks. You can add more cases to the flow to move tickets among several helpdesks.