+4Hello team,
I would like to know if it is possible to trigger a playbook automatically when a user closes a case in SOAR. The use case involves syncing the case status with a third-party platform upon closure.
Alternatively, are jobs the only option for syncing data with external platforms?
Thank you in advance for your assistance!
Best answer by ankitsynx
Hey @GaurangPatel, there are couple of apps that allow synchronisation of case status with external tools using Jobs, I have used Service Now and Chronicle to synchronise these.
If you are looking to trigger playbooks on closure that is not a valid trigger for a playbook AFAIK. However, you can always add an action at the end of playbook before close case action to attach a playbook you intend to.
+5Hey @GaurangPatel, there are couple of apps that allow synchronisation of case status with external tools using Jobs, I have used Service Now and Chronicle to synchronise these.
If you are looking to trigger playbooks on closure that is not a valid trigger for a playbook AFAIK. However, you can always add an action at the end of playbook before close case action to attach a playbook you intend to.
+12As anktsynx said, many integrations have a Job that will handle this for you, if not you can look to duplicate one from somewhere or log a feature request.
We don't have a way to trigger a playbook on state changes.. yet.
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