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- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
- Ticket Workflows
This article describes how to configure and use the TeamDynamix iPaaS step, which integrates ticketing workflows with TDX iPaaS flows.
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Working with iPaaS Connectors
[iPaaS] Learn how to add and configure a SQL connector to allow iPaaS to communicate with various SQL databases.
- Knowledge Base
- Work Management Admin
- Managing Authentication & API
- Authentication/SSO Details
This article covers how other TeamDynamix clients have configured Entra ID (formerly Azure AD or Azure Active Directory) to allow Single Sign On authentication with iPaaS and Conversational AI.
- Knowledge Base
- Work Management Admin
- Managing Authentication & API
- Authentication/SSO Details
This article covers how other TeamDynamix clients have configured Okta to allow Single Sign On authentication with iPaaS and Conversational AI.
- Knowledge Base
- Integrations, Automations, & AI
- iPaaS
This article outlines the modules in the iPaaS Readiness training course, a training series designed to empower organizations to start using the iPaaS platform by providing an overview of the iPaaS platform in a digestible format.
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Pre-Built iPaaS Connectors
Snowflake is a data warehouse which enables data storage, processing, and analytic solutions, and allows storage and computing to scale independently. This article will guide you in connecting your Snowflake environments (Production, Sandbox, etc.) to iPaaS so iPaaS can interact with and take actions in them.
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Pre-Built iPaaS Connectors
Salesforce is a cloud-based platform for customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development. This article will guide you in connecting your Salesforce environments (Production, Sandbox, etc.) to iPaaS so iPaaS can interact with and take actions in them.
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Pre-Built iPaaS Connectors
Instructions for connecting to the Splunk Enterprise Connector
- Knowledge Base
- Integrations, Automations, & AI
- Integrations & Connectors
- Pre-Built AI & Automation Templates
List of available AI & Automation Template Packages for CAI and iPaaS
- Knowledge Base
- Getting Started
- Expanded Services Program (ESP)
An overview of the Expanded Services Program (ESP) and Expanded Services Program w/ Automation and Integration (ESPA) offerings.
- Knowledge Base
- Compliance & Technical Info
- Technical Information
A list of IP addresses which host the TeamDynamix SaaS applications and supporting services.
- Knowledge Base
- Getting Started
- Expanded Services Program (ESP)
The current terms and conditions for the Expanded Services Program (ESP) and Expanded Services Program: Automation & Integration (ESPA).
- Knowledge Base
- Work Management Admin
- Managing Ticketing Applications
- Ticket Workflows
This article outlines the different types of steps that can be used when building out a ticketing workflow.
- Knowledge Base
- Work Management Admin
- Managing Forms & Attributes
- Knowledge Base
- Getting Started
- Expanded Services Program (ESP)
Refer to this article to see all of the LMS courses available and in development for the Expanded Services Program.