Axosoft

Modified on Fri, 14 Jun at 9:42 AM

With the Axosoft modules in Make, you can:

watch, create, update, search, retrieve, and delete customers
watch, create, update, search, retrieve, and delete contacts
watch, create, update, search, retrieve, and delete work items
watch, create, update, search, retrieve, and delete tickets or incidents
watch, create, update, search, retrieve, and delete projects
watch, create, update, search, retrieve, and delete work logs

Connect Axosoft with Make

To connect Axosoft with Make, you need to obtain the Client ID and Client Secret values from your Axosoft account:

Log in to your Axosoft account.
Click Tools > System Settings > Axosoft API Settings.
Click Manage API Keys.
Click Add, enter a name for the API key and click Close.
Click Manage Tokens > Non-Expiring Token.
Choose the App, scope for the token, and click Create.
Copy the Client ID and Client Secret values to a safe place.
Log in to your Make account, and add a module from the Axosoft app into a Make scenario.
Click Add next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
In the Subdomain field, enter your account URL address subdomain value. For example, https://<subdomain>.axosoft.com.
In the Client ID and Client Secret field, enter the details copied in step 7, and click Save.
Confirm the access by clicking Allow.

You have successfully established the connection and can now build scenarios.

Customers

You can watch, create, update, retrieve, and delete the customers using the following modules.

Watch Customers

Triggers when a new customer has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of customers Make will return during one execution cycle.

Create a Customer

Creates a new customer.

Connection	Establish a connection to your Axosoft account.
Company Name	Enter (map) the company name.
Company URL	Enter (map) the company website URL address.
Contacts	Add the contacts for the customer. See Create a Contact.

Update a Customer

Updates a customer.

Connection	Establish a connection to your Axosoft account.
Customer ID	Select or map the Customer ID whose details you want to update.
Company Name	Enter (map) a new company name.
Company URL	Enter (map) the company's website URL address.

Get a Customer

Retrieves a customer.

Connection

Establish a connection to your Axosoft account.

Customer ID

Select or map the Customer ID whose details you want to retrieve.

Extend

Select or map an optional parameter whose details you want to include in the response. There are two options that can be used in conjunction with one another, and a third to extend all possibilities.

To specify more than one, send them in either a string array or a comma separate string:

Contacts: retrieves information about the contacts for the customer
Custom Fields: retrieves the values for each custom field set for this customer
All: extends to all of the above options

Search Customers

Searches for customers or lists them all.

Connection	Establish a connection to your Axosoft account.
Search	Enter (map) a keyword or a phrase to search the customers that match the specified query.
Limit	Set the maximum number of customers Make will return during one execution cycle.

Delete a Customer

Deletes a customer.

Connection	Establish a connection to your Axosoft account.
Customer ID	Select or map the Customer ID you want to delete.
Include Contacts	Select whether you want to delete the contacts of the customer.

Contacts

You can watch, create, update, retrieve, and delete the contacts using the following modules.

Watch Contacts

Triggers when a new customer contact has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of contacts Make will return during one execution cycle.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Axosoft account.
Customer ID	Select or map the company to which the contact belongs.
First Name	Enter the contact's first name.
Last Name	Enter the contact's last name.
Can Login	If you select Yes and the contact status is Approved then the contact is allowed to log in to the Customer Portal.
Email	Enter (map) the contact's email address.
Status	Select or map the status of the contact. For example, `Approved`.
Phone	Enter (map) the contact's phone number.
Security Role	Select the contact's role. For example, `project manager`.

Update a Contact

Updates a contact.

Connection	Establish a connection to your Axosoft account.
Contact ID	Select or map the Contact ID whose details you want to update.
Customer ID	Select or map the Customer ID to which the contact belongs.
First Name	Enter (map) the contact's first name.
Last Name	Enter (map) the contact's last name.
Can Login	If you select Yes and the contact status is Approved then the contact is allowed to log in to the Customer Portal.
Status	Select or map the contact status. For example, `Approved`.
Phone	Enter (map) the contact's phone number.
Security Role	Select or map the contact's role. For example, `project manager`.

Get a Contact

Retrieves a contact.

Connection	Establish a connection to your Axosoft account.
Contact ID	Select or map the Contact D whose details you want to retrieve.
Extend	Select or map an optional parameter to specify which additional details are requested. Currently, only one option is available, `custom_fields` that retrieve the values for each custom field set for this contact.

Search Contacts

Searches for contacts or lists them all.

Connection	Establish a connection to your Axosoft account.
Search	Enter a keyword or phrase to search the contacts that match the specified query.
Search Field	Select or map the column to search the contacts based on the specified value. For example, Phone.
Customer ID	Select or map the customer ID whose contacts you want to search/
Sort Fields	Select or map the fields to sort the responses.
Columns	Select or map the columns you want to include in the responses.
Group Field	Select or map the group fields to sort the responses.
Limit	Set the maximum number of contacts Make will return during one execution cycle.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your Axosoft account.
Contact ID	Select or map the Contact ID you want to delete.

Work Items (Features)

You can watch, create, update, retrieve, search, and delete the work items using the following modules.

Watch Work Items

Triggers when a new work item has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of work items Make will return during one execution cycle.

Create a Work Item

Creates a new work item.

Connection	Establish a connection to your Axosoft account.
Custom Fields	Select or map the work item type. For example, `epic`.

For field descriptions, see Create a Ticket.

Update a Work Item

Updates a work item.

Connection	Establish a connection to your Axosoft account.
Work Item ID	Select or map the Work Item ID whose details you want to update.
Custom Fields	Select or map the work item type. For example, `epic`.

For field descriptions, see Create a Ticket.

Get a Work Item

Retrieves a work item.

Connection	Establish a connection to your Axosoft account.
Work Item ID	Select or map the Work Item ID whose details you want to retreive.

Search Work Items

Searches a work item or lists them all.

Connection	Establish a connection to your Axosoft account.
Project ID	Select or map the Project ID whose work items you want to search.
Include Sub Project Items	Select whether to include items belonging to the sub-projects of the project.
Include Inactive Projects	Select whether to include items belonging to inactive projects.
Release ID	Select or map the Release ID whose work items you want to search.
Include Sub Release Items	Select whether to include items belonging to the sub-releases of the release.
Include Inactive Releases	Select whether to include items belonging to inactive releases.
Assigned to Type	Select or map the option to choose the user or teams whose work items you want to search.
Assigned to ID	Select or map the User ID or Team ID whose work items you want to search.
Customer ID	Select or map the Customer ID whose work items you want to search.
Contact ID	Select or map the Contact ID whose work items you want to search.
Filter ID	Select or map the Filter ID to search the work items based on the specified filter.
Sort Fields	Select or map the fields to sort the results.
Search String	Enter (map) the keyword to search the work items that match the specified query.
Search Field	Select or map the field to sort the work items.
Columns	Select or map the columns to search the work items from the specified columns.
Limit	Set the maximum number of work items Make will return during one execution cycle.

Delete a Work Item

Deletes a work item.

Connection	Establish a connection to your Axosoft account.
Work Item ID	Select or map the Work Item ID you want to delete.
Delete Subitems	Select whether you want to delete the subitems related to the work item.

Tickets (Incidents)

You can watch, create, update, retrieve, and delete the tickets using the following modules.

Watch Tickets

Triggers when a new ticket has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of tickets Make will return during one execution cycle.

Create a Ticket

Creates a new ticket.

Connection	Establish a connection to your Axosoft account.
Notify Customer	Select whether or not a one-time notification should be sent to the customer contact assigned to this item.
Name	Enter (map) the name for the ticket.
Description	Enter (map) the ticket details.
Notes	Enter (map) any additional information about the ticket.
Resolution	Enter (map) the ticket resolution details.
Replication Procedures	Enter (map) the instructions to reproduce the issue mentioned in the ticket.
Percent Complete	Enter (map) the percentage between 0 and 100 that represent the work completed on the ticket.
Archived	Select whether this ticket is archived.
Publicly Viewable	Select whether this ticket is publicly viewable.
Completion Date	Enter (map) the date on which the ticket is resolved. See the list of supported date and time formats.
Due Date	Enter (map) the date by which this ticket should be resolved. See the list of supported date and time formats.
Reported Date	Enter (map) the date on which the ticket is reported. See the list of supported date and time formats.
Start Date	Enter (map) the date on which the work on the ticket starts. See the list of supported date and time formats.
Assigned To	Select or map the user to whom this ticket is assigned.
Escalation	Select or map the escalation type applicable to this ticket.
Priority	Select or map the ticket priority. For example, `Low`.
Project	Select or map the project to which the ticket belongs.
Parent	Select or map the parent ticket to which this ticket belongs.
Release	Select or map the release associated with the ticket.
Reported By	Select or map who has reported the ticket in the system.
Reported by Customer Contact	Select or map the contact of the customer who has reported the ticket.
Severity	Select or map the ticket severity. For example, `Low Impact`.
Status	Select or map the ticket status. For example, `In progress`.
Actual Duration	Enter the actual time worked on the ticket in minutes, hours, days, weeks, or months.
Estimated Duration	Enter the estimated time for the ticket in minutes, hours, days, weeks, or months.
Remaining Duration	Enter the work hours remaining on the ticket in minutes, hours, days, weeks, or months.

Update a Ticket

Updates a ticket.

Connection	Establish a connection to your Axosoft account.
Ticket ID	Select or map the Ticket ID whose details you want to update.

For the field descriptions, see Create a Ticket.

Get a Ticket

Retrieves a ticket.

Connection	Establish a connection to your Axosoft account.
Ticket ID	Select or map the Ticket ID whose details you want to retrieve.
With Lock	Select whether the method should acquire and return a lock on the ticket.

Delete a Ticket

Deletes a ticket.

Connection	Establish a connection to your Axosoft account.
Ticket ID	Select or map the Ticket ID you want to delete.

Projects

You can watch, retrieve, search, and delete projects using the following modules.

Watch Projects

Triggers when a new project has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of projects Make will return during one execution cycle.

Get a Project

Retrieves a project.

Connection

Establish a connection to your Axosoft account.

Project ID

Select or map the Project ID whose details you want to retrieve.

Extend

Enter (map) an optional parameter to specify which additional details are requested.

To specify more than one, send them in either a string array or a comma separate string:

Field Templates - retrieves information about the field templates set for the project, including if they are explicitly set or if they are inherited from an ancestor.
Workflows - retrieves information about the workflows set for the project, including if they are explicitly set or if they are inherited
Escalations - retrieves the specified escalation path for the project, including if it is explicitly set or if it is inherited
Customer Portal - retrieves the field templates for each action type (view, edit, and add) including if they are explicitly set or if they are inherited
Custom Fields - retrieves the values for each custom field set for this project
All of the above - extends to all of the above options

Search Projects

Searches for projects or lists them all.

Connection	Establish a connection to your Axosoft account.
Display Inactive	Select whether you want to include inactive projects in the search results.
Extend	Enter (map) an optional parameter to specify which additional details are requested. To specify more than one, send them in either a string array or a comma separate string: Field Templates - retrieves information about the field templates set for the project, including if they are explicitly set or if they are inherited from an ancestor. Workflows - retrieves information about the workflows set for the project, including if they are explicitly set or if they are inherited Escalations - retrieves the specified escalation path for the project, including if it is explicitly set or if it is inherited Customer Portal - retrieves the field templates for each action type (view, edit, and add) including if they are explicitly set or if they are inherited Custom Fields - retrieves the values for each custom field set for this project All of the above - extends to all of the above options
Flat	Select whether you want to list the projects in the flat hierarchy.
Limit	Set the maximum number of projects Make will return during one execution cycle.

Delete a Project

Deletes a project.

Connection	Establish a connection to your Axosoft account.
Project ID	Select or map the Project ID you want to delete.
Project to Move to	Select or map the Project ID to which you want to move all the associated items of the above project you are deleting.
Delete Items	Select whether you want to delete all the associated items of the project.

Work logs

You can watch, create, update, retrieve, search, and delete the work logs using the following modules.

Watch Work logs

Triggers when a new work log has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of work logs Make will return during one execution cycle.

Create a Work log

Creates a new work log.

Connection	Establish a connection to your Axosoft account.
User ID	Select or map the User ID whose work log you want to create.
Work Done	Add the duration for which the user has worked: Time Unit: Select the unit of time. For example, `minutes`. Duration: Enter (map) a numerical value indicating the duration of the work done in conjunction to the above selected unit.
Item ID	Enter (map) the ticket or incident on which the user has worked.
Date Time	Enter (map) the date for which you want to add the work log.
Description	Enter (map) the work log details.
Work Log Type	Select or map the work log type: Billable Non-billable
Remaining Time	Add the remaining time to complete the work: Time Unit: Select the unit of time. For example, `minutes`. Duration: Enter (map) a numerical value indicating the duration of work in conjunction to the above selected unit.

Update a Work log

Updates a work log.

Connection	Establish a connection to your Axosoft account.
Work Log ID	Select or map the Work Log ID whose details you want to update.
Date Time	Enter (map) the date and time on which the work took place.
Description	Enter (map) the work log details.
Work Log Type	Select or map the work log type: Billable Non-billable
Work Done	Enter (map) the duration of work done: Time Unit: Select the unit of time. For example, `minutes`. Duration: Enter (map) a numerical value indicating the duration in conjunction with the above selected unit.
Remaining Time	Enter (map) the remaining work hours to complete the work: Time Unit: Select the unit of time. For example, `minutes`. Duration: Enter (map) a numerical value indicating the duration in conjunction with the above-selected unit.

Get a Work log

Retrieves a work log.

Connection	Establish a connection to your Axosoft account.
Work Log ID	Select or map the Work Log ID whose details you want to retrieve.

Search Work logs

Searches for work logs or lists them all.

Connection	Establish a connection to your Axosoft account.
Project ID	Select or map the Project ID whose work logs you want to search.
Release ID	Select or map the Release ID whose work logs you want to search.
Include Sub Releases Items	Select whether to include items belonging to the sub-releases of the release.
Include Inactive Releases	Whether to include items belonging to inactive releases.
Assigned to Type	Select or map the option to choose either a user or a customer to search the work logs.
Assigned to ID	Select or map the assignee to search the work logs related to the specified ID.
Customer Type	Select or map an option to choose the customer type: Contact Customer
Customer ID	Select or map the Customer ID whose work logs you want to search.
Contact ID	Select or map the Contact ID whose work logs you want to search.
Item Type	Select or map the item type whose work logs you want to search.
Item ID	Select or map the Item ID whose work logs you want to search.
Start Date	Enter (map) the date to search the work logs that were created on or after the specified date. See the list of supported date and time formats.
End Date	Enter (map) the date to search the work logs that were created on or before the specified date. See the list of supported date and time formats.
Limit	Set the maximum number of work logs Make will return during one execution cycle.

Delete a Work log

Deletes a work log.

Connection	Establish a connection to your Axosoft account.
Work Log ID	Select or map the Work Log ID you want to delete.

Other

You can watch releases, customers, and call APIs using the following modules.

Watch Releases

Triggers when a new release has been created.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of releases Make will return during one execution cycle.

Watch Emails

Triggers when a new email has been sent/received.

Connection	Establish a connection to your Axosoft account.
Limit	Set the maximum number of emails Make will return during one execution cycle.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Axosoft account.
URL	Enter a path relative to https://api.apollo.io/. For example,/v1/accounts. Note For the list of available endpoints, refer to the Axosoft API Documentation.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - Get Users

The following API call returns users from your Axosoft account:

URL:

v5/users

Method

GET

Matches of the search can be found in the module's Output under Bundles > Body > data.

In our example, 2 were returned: