Overview

Integrations allow you to connect PagerTree to other third-party tools. Integrations create incidents and assign them to a team.

Management

Note: This section requires Administrator permissions.

Create An Integration

  1. In the left hand navigation menu, next to Integrations, click the ”+” button to open the create integration form. Create Integration Button
  2. Supply the following information
    • Name - A descriptive name
    • Type - The integration type. See all possible integrations.
    • Urgency - The urgency of the incident when created by this integration.
    • Destination Team - The destination team incidents will be assigned to when created by this integration.
  3. Click Create button. Create Integration Form

Update An Integration

  1. Navigate to the integration page you would like to edit.
  2. Click the Edit button. Edit Integration Button
  3. Modify some data (e.g. the urgency)
  4. Click the Save button. Save Integration Button

Delete An Integration

  1. Navigate to the Integrations page.
  2. Click the trashcan button next to the integration you wish to delete. Click Trashcan Button
  3. Click the Delete button to confirm you would actually like to delete this integration. Confirm Delete

Enable or Disable An Integration

  1. Navigate to the integration page you would like to enable or disable.
  2. Toggle the Enabled switch. Toggle Enabled Switch

Advanced Settings

Additionally you can configure advanced settings on an integration. In the advanced settings you can customize the incident title and description using Handlebars substition and the data or integration properties. Additionally use any handlebars-helpers to support any logic. To do so:

  1. Edit the integration
  2. Click Show Advanced
  3. In the Title or Description field use Handlebars notation to customize the text. Example: [{{integration.name}}] - {{data.title}}
  4. Click the Save button. Edit title and description fields

Integration Rules

Note: Integration Rules require the Pro pricing plan.

Integration Rules allow users even more granular control on how they wish to be route incidents when created by an integration. Things to remember when working with notification rules:

  • all matching rules will be applied in ascending numerical order
  • once a rule sets an attribute, no subsequent rules can override that attribute
  • if no rules match, default integration settings will take effect

To configure integration rules:

  1. Navigate to the integration page you would like to edit.
  2. Click the cogs icon in the upper right-hand corner of the Integration Details section. Click Integration Rules Cogs
  3. Click the Add Rule link, to add rules. Configure them to your needs. Configure Integration Rules
  4. Click Save.

A quick note about using the data operator. The data operator uses JSON dot notation selection. A couple examples of JSON dot notation:

  • name - selects a root level key
  • alarm.region - selects a nested key
  • notifications.0.sentat - selects a property of an item in an array

The value you provide for the key will select data of the request body of your integration. If you are unsure of the data being received by your integration, make sure to check the logs.

Additionally, for e-mail integrations the you will have access to the following attributes:

  • to - the recipients of the email joined by a semi-colon
  • from - the sender of the email joined by a semi-colon
  • subject - the email subject
  • message - the sanitized body of the e-mail

Logs

  1. Navigate to the integration page you would like to see the logs of.
  2. On the right hand side, click any log ID. Integration Logs Table
  3. Check the Content section for the JSON of what was received.
    • body - This is what your application sent.
    • status - Is the response code PagerTree sent back Integration Log

Troubleshooting

If you have any questions setting up an integration, make sure to check the logs to make sure PagerTree is actually receiving data from your third-party application. If PagerTree is receiving data, double check that you followed the documentation correctly. If you are still having issues, feel free to reach out to support@pagertree.com and we’ll help you with setting up your integration.

Live Call Routing

Live Call Routing is a feature that can route incoming calls to a user that is on-call for a specific team. Live Call Routing is only available in our Elite pricing plan and can be configured using our Twilio Integration.