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  • Welcome to Rewst
  • Documentation
    • Automations
      • Workflows
        • Workflow builder: How to set up a workflow
        • Task transitions
        • Data aliases
        • Best practices for designing workflows
        • Advanced workflow operations menu
        • Data input and output: Input variables and context variables
        • Option generator workflows
        • Completion handlers and workflow wrappers
        • Boolean logic in Rewst workflows
        • Document with RoboRewsty
      • Forms
        • Build a form with Rewst's Form Builder
        • Options filter: Filtering in forms
        • Embed a form into an iFrame
        • Clone an existing form
        • Conditional fields
        • Troubleshoot unpacked Crate forms
        • Form organization variables
      • Templates and scripts
      • Actions
        • Core actions
        • Rewst actions
        • Transform actions
          • Add or subtract from DateTime transform action
          • All transform action
          • Any transform action
          • Base64 Encode transform action
          • Base64 Decode transform action
          • Append with items results transform action
          • Compare dates transform action
          • Convert list to object transform action
          • Convert DateTime to timezone transform action
          • Defang transform action
          • Diff lists transform action
          • Flatten list transform action
          • Format date time transform action
          • Generate friendly password transform action
          • Get business days between dates transform action
          • Get DateTime transform action
          • Get days between dates transform action
          • Get list length transform action
          • Get string length transform action
          • Is JSON transform action
          • Map to an attribute within a list transform action
          • Merge lists transform action
          • Parse CSV transform action
          • Parse text to JSON transform action
          • Refang transform action
          • Remove duplicates from list transform action
          • Return element transform action
          • Select attribute transform action
          • Set list field value transform action
          • Set variable transform action
          • Sort transform action
          • Split text transform action
          • Transform list objects transform action
          • Trim variable transform action
        • Workflows actions
      • Triggers
        • Trigger criteria
        • Trigger use cases and examples
          • Customize PSA ticket triggers
          • Use webhook triggers
      • Subworkflows
        • [PROD - PROCESS] Datto: Get RMM Device Count Loader
        • [PROD - PROCESS] M365: M365 User License Launcher
        • [PROD - TASK] Auvik: Get Counts
        • [PROD - TASK] CWA: Get Counts
        • [PROD - TASK] Duo: Get User Counts
        • [PROD - TASK] Huntress: Get License Counts
        • [PROD - TASK] Immybot: Get User Count
        • [PROD - TASK] MyGlue: Get License Counts
        • [PROD - TASK] Ninja: Get Device Counts
        • [PROD - TASK] Proofpoint: Get Counts
        • [PROD - TASK] Pax8: Get License Counts
        • [PROD - TASK] Rewst: Get All Integration Ids
        • [PROD - TASK] Rewst: Send Email with Attachment
        • [PROD - TASK] SentinelOne: Get License Counts
        • [REWST - PROCESS] PSA: Create Ticket
        • [REWST - PROCESS] PSA: Update Ticket
        • [REWST - PROC] User: Change Password
        • [REWST - TASK] Add M365 Groups And Shared Mailboxes
        • [REWST - TASK] Approval: Require Pre-Process
        • [REWST - TASK] Connectwise PSA: Create Ticket
        • [REWST- TASK] ConnectWise PSA: Update Ticket
        • [REWST - TASK] Delay Automation
        • [REWST - TASK] Document Password in External Systems
        • [REWST - TASK] EXO Set Permissions
        • [REWST - TASK] Forward Mail
        • [REWST - TASK] General: Check Running Org
        • [REWST - TASK] Grant OneDrive Sharing Permissions
        • [REWST - TASK] Hide From Gal
        • [REWST - TASK] List And Remove Mobile Devices
        • [REWST - TASK] 365/On-Prem: Disable User Account
        • [REWST - TASK] M365: Invalidate User Sessions
        • [REWST - TASK] M365/On-Prem: Gather User Details
        • [REWST - TASK] M365 Licensing
        • [REWST - TASK] M365: Remove Licenses
        • [REWST - TASK] Nodeware: Decommission Asset
        • [REWST - TASK] Offboard Exchange Actions
        • [REWST - TASK] Password Generator
        • [REWST - TASK] PSA-CW: List Child Companies
        • [REWST - TASK] PSA-CW: List Company Locations
        • [REWST - TASK] PSA-CWM: Upload Document to Ticket
        • [REWST - TASK] PSA-CWM: Upsert Contact
        • [REWST - TASK] PSA: Upsert Contact
        • [REWST - TASK] Remove Employee ID
        • [REWST - TASK] Remove Group Memberships
        • [REWST - TASK] Remove Supervisor
        • [REWST - TASK] Run AD Sync/Entra Cloud Sync
        • [REWST - TASK] Send User Password
        • [REWST - TASK] User Onboarding: Create User
        • Upload CSV To Ticket
      • Kits
        • Billing Count kit
        • ConnectWise PSA integration kit
        • Microsoft Offboarding solution kit
        • Microsoft Onboarding solution kit
    • App Builder
      • Get started with App Builder
      • Components
        • Accordion component
        • Button component
        • Container component
        • Chart component
        • Data table component
        • Form component
        • Grid container component
        • Grid item component
        • Header component
        • HTML container component
        • Image component
        • Link component
        • Menu component
        • Row component
        • Sidebar component
        • Text component
        • Workflow input component
      • Prebuilt Apps: Available by request
        • Forms portal
        • End user portal
        • Operational analytics reporting portal
      • Manage your apps
      • Manage your pages
      • Domains
      • Permissions
      • Authentication
      • Themes
      • Page builder
    • Crates
      • Stewart's 30 favorite Crates
      • Production Crate list
      • Migrate between Crate versions
      • Crate deprecation FAQ
      • Crate guides
        • Ad-Hoc Install/Uninstall Software via Chocolatey Crate
        • Add Client to Rewst Crate
        • Alert on Expiring App Reg Certificates Crate
        • Alert on Expiring App Reg Secrets Crate
        • Amend Mailbox Permissions Crate
        • Billing Count Report Crate
        • Bulk Create Client from PSA Crate
        • Change a User’s Password Crate
        • Configure Organizational Variables Crate
        • ConnectWise PSA Agreement Mapping Crate
        • Cork Compliance Event to PSA Ticket Crate
        • CWM: Technician Toolbox via Pod Crate
        • CW PSA: Pod Technician Toolbox Crate V2
        • Document M365 environment Crate
        • Document Group Details V2 Crate
        • Document M365 Shared Mailbox Details V2 Crate
        • Document Rewst Form URLs (IT Glue/Hudu) Crate
        • Document User Details V2 Crate
        • Export Intune Policies and Configurations Crate
        • Identify Users in Bypass Mode Crate
        • Install Acronis Backup Agent on Devices Crate
        • Just in Time Admin Access Crate
        • M365 CSP/GDAP Permission Checker Crate
        • M365: Generate Org Chart Crate
        • Manage Duo Phones Crate
        • Mass Update Org Variables via CSV Crate
        • Microsoft 365 Quarantine Email Release Crate
        • Microsoft: User Offboarding Crate
        • Microsoft: User Onboarding Crate
          • Onboarding Crate process overview
          • Onboarding Identity provider configuration and setup
          • Onboarding form inputs and workflow process
          • Expanded features and customizing the Onboarding Crate
          • Onboarding context and organizational variables reference
          • Test and troubleshoot the Onboarding crate
        • New User Onboarding Crate
          • Identity provider setup - new user add
          • Step 1: Setting up organization variables
          • Step 2: New user onboarding form
          • Step 3: New user onboarding form minimalistic
        • Notify on Conditional Access Policy Changes Crate
        • OpenAI Ticket Categorization Crate
        • OpenAI Ticket Sentiment Analysis Crate
        • Organizational Setup Report Crate
        • Remove Malicious Email and Block Sender Crate
        • Time Savings Report Crate
        • Triage SentinelOne Threat Alerts Crate
        • User Offboarding V2 Crate
        • View Rewst integration Org Variables
    • Configuration
      • Integrations
        • Top 5 integration types : Get started with integrations in Rewst
        • Multi-instance integration
          • Multi-instance integration setup
          • Integrate multiple instances of the same integration
        • Custom integrations
          • Custom integrations: V2
          • Custom integrations: V1
        • Integration guides
          • Acronis integration
          • Addigy integration
          • Anthropic integration
          • Asana integration
          • Auvik integration
          • BambooHR integration
          • Bitdefender GravityZone integration
          • BYOD for options generators
          • Cisco Meraki integration
          • ConnectSecure integration
          • ConnectWise Automate integration
          • ConnectWise PSA integration
          • ConnectWise ScreenConnect integration
          • Cork integration
          • Cove integration
          • CrowdStrike integration
          • Database integration setup
          • Datto Autotask PSA integration
          • Datto RMM integration
          • Discord integration
          • DNSFilter integration
          • Duo integration setup
          • Freshdesk integration
          • GitHub integration
          • GoDaddy integration
          • Google admin
            • Google Enterprise License Manager integration setup
            • Google Workspace Admin integration setup
          • HaloPSA integration
          • HubSpot integration
          • Hudu integration
          • Huntress integration
          • ImmyBot integration
          • Ingram Micro integration
          • IT Glue integration
          • ITPortal integration
          • Jira integration
          • JumpCloud integration
          • Kaseya BMS integration
          • Kaseya VSA integration
          • Kaseya VSA X integration
          • Liongard integration
          • Mailgun integration
          • Microsoft Cloud integration bundle
            • Prerequisites and best practices for Microsoft integrations
            • Owned app registration
            • Migrate legacy Microsoft integrations
            • Microsoft Azure
              • Microsoft Azure integration setup
              • Azure actions
            • Microsoft Graph
              • Microsoft Graph integration setup
              • Graph actions
              • Graph subscriptions
              • Send mail as an impersonated user using Microsoft Graph API
            • Microsoft CSP
              • Microsoft CSP integration setup
              • Rewst user setup and GDAP relationship guidance
              • Add a new client via Microsoft Cloud Solution Provider
            • Microsoft Exchange Online
              • Microsoft Exchange Online
              • Exchange Online and multi-property values
            • Microsoft Cloud permissions
            • Common issues with the Microsoft Cloud integration bundle
              • Embracing the Microsoft Minute
              • Troubleshooting installation issues
              • Graph error when using Sendmail as impersonated user
              • Navigating the Microsoft-led transition to GDAP (2023)
          • N-able N-central integration
          • N-able N-sight integration
          • Nerdio integration
          • NinjaOne integration
          • Nodeware integration
          • Notion integration
          • Okta integration
          • OpenAI
            • OpenAI integration
            • Azure OpenAI integration setup
          • OpenText Secure Cloud integration
          • Pax8 integration
          • Proofpoint integration
          • QuickBooks Online integration
          • SaaS Alerts integration
          • SentinelOne integration
          • ServiceNow integration
          • Sherweb integration
          • Shortcut integration
          • Slack integration
          • Slide integration
          • SonicWall NSM integration
          • Sophos integration
          • Stripe integration
          • SuperOps integration
          • SyncMonkey integration
          • Synnex Australia integration
          • TD Synnex Stellr integration
          • TD Synnex StreamOne Ion integration
          • Traceless integration
          • Twilio integration
          • Webroot integration
          • Xero integration
      • Organizations and organization variables
    • Rewst Tools
      • The Live Editor
      • PowerShell interpreter
    • Settings
      • Users
      • Organizations
      • Permissions and roles
      • Tags
    • Jinja
      • Intro to Jinja
      • Jinja essentials
      • Data types
      • List of Jinja filters
      • Jinja filter examples
      • Common Jinja examples
        • Conditional statements and logical operators
        • Jinja macros
        • Date-time comparisons
        • Block scope
        • Try/catch blocks
        • Generate CSVs dynamically with Jinja
        • Split strings, replace characters, and combine strings
        • Dictionary unpacking
        • Loops in Jinja
        • Mimick switch statements in Jinja
      • Jinja use cases and best practices
        • Work with Jinja lists
        • Combine Jinja lists
        • Jinja reserved keywords
        • Collect CTX variables dynamically using Jinja
        • Efficiently extract nested data
      • Internal Rewst Jinja examples
      • Use PowerShell scripts in Rewst
    • Agent Smith
      • Agent Smith configuration overview
      • Deploy Agent Smith with ImmyBot
      • Deploy Agent Smith with Microsoft Intune
  • Security
    • Incoming and outgoing domains and IPs
  • Terms and Definitions
    • Glossary of terms
  • Updates
    • Rewst Open Mic
      • Sign up to present at any Open Mic
      • Rewst Open Mics: North America
        • 2025 Rewst Open Mics: North America
          • June 6, 2025: Auto-assign ConnectWise tickets
          • May 30, 2025: Inside a new partner’s first workflow
          • May 23, 2025: What If Client Onboarding Just… Ran Itself?
          • May 16, 2025: Secure Your Help Desk with Face Match Automation
          • May 9, 2025: No Webhook? No Problem - Automating Microsoft Bookings with Emails
          • May 2, 2025: How One Trick Tamed This Workflow Builder's Chaos
          • April 25, 2025: From Guesswork to Gold – Automating Client Profitability with Precision
          • April 11, 2025:
          • April 4, 2025: Powershell in Rewst Preview
          • March 28, 2025: How Little Changes and Small Updates Bring BIG Value
          • March 21, 2025: Showing the First Workflow We Ever Made
          • March 14, 2025: An M365 Special! Workflows that Focus on Microsoft 365!
          • March 7, 2025: Microsoft Now Auditing P1 Licenses Usage
          • February 28, 2025: Cleanup Your Stale Devices with This Automation
          • February 21, 2025: Live from Right of Boom 2025, It's the Weekly ROC Open Mic!
          • February 14, 2025: Valentine's Day Edition
          • February 7, 2025: It's Official! Rewst Now Supports Agent Smith!
          • January 31, 2025: Aharon has some big news about platform improvments
          • January 24, 2025: Migration & compliance workflows... What's the cluck about powershell?
          • January 17, 2025: Cloudflare, Compliance, and Pro Tips
          • January 10, 2025: Simple Automation Demos, Device Lookups, and Payment Notificaitons
          • January 3, 2025: Pax8 OAuth, Connecting Multiple Products, GitHub Challenges
        • 2024 Rewst Open Mics: North America
          • December 27, 2024: Aharon Intro Quiz, Workflow Hacks, GraphQL Insights
          • December 20, 2024: MFA Updates, Onboarding, Vehicle Status & Bookings
          • December 13, 2024: JIT Crates, Faster Debugging, and API Wins
          • December 6, 2024: Mastering Patch Management, Budget Alerts, and Ticket Assignments
          • November 28, 2024 - How Listening to Your Workflows Can Improve Your Automations
          • November 22, 2024 - Efficiency Boosts, Password Insights, and D&D
          • November 15, 2024 - Mark Your Calendars for June 24 - June 26, 2025
          • November 8, 2024 - Live from ITNation 2024, it's the Open Mic!
          • November 1, 2024 - Free Remote Control by Automating RustDesk
          • October 25, 2024 - Oh? See What Just Hatched!
          • October 18, 2024 - The Teams Bot That Does Literally Everything
          • October 11, 2024 - Unlock Hidden Azure AD Data with this GENIUS Workflow Trick
          • October 4, 2024 - When This Integration Tells Rewst To Do Things For It
          • September 27, 2024 - 3 Examples of Automations that Help with Ticket Management
          • September 20, 2024 - How to Help The ROC Help You
          • September 13, 2024 - See How to Seamless Sync Calendly Events and Tickets with Rewst
          • September 6, 2024 - See This Custom Cloud Backup Integration Implemented in Rewst
          • August 30, 2024 - The Automation Rewst Uses to Introduce New Employees
          • August 23, 2024 - Build Workflows With Your Friends With This Upcoming Feature
          • August 16, 2024 - The Behind the Scenes of CyberDrain's CTF
          • August 9, 2024 - Aharon Makes a Huge Announcement
          • August 2, 2024 - Provision the Entire Microsoft Teams Bot Framework with a Single Form
          • July 26, 2024 - Transform Your ConnectWise Experience with App Platform
          • July 19, 2024 - What Everyday Life Can Teach Us About Automation
          • July 12, 2024 - We've Been Trying to Reach You Regarding Your Device's Extended Warranty
          • July 5, 2024 - Freedom to Innovate Day!
          • June 28, 2024 - Still Wondering About the Token from FLOW?
          • June 21, 2024 - Post FLOW Glow
          • June 14, 2024 - The One Trick That Boosts Your Screen Share Experience in Teams by 10X
          • June 7, 2024 - Discover the Lessons Your Workflows are Trying to Teach You
          • May 31, 2024 - Simplify Organization Variables by 10X With This 1 Trick
          • May 24, 2024 - ImmyBot + Rewst = Better Together
          • May 17, 2024 - Solve All Your Meal Prep Problems With This Automation
          • May 10, 2024 - The Most Requested Integration has Finally Been Added to Rewst
          • May 3, 2024 - The Flow Announcement that Made Our Marketing Team Nervous
          • April 26, 2024 - Come See What Pizza's Cooked Up
          • April 19, 2024 - Bring Back Negative Time Savings or Implement Folders?
          • April 12, 2024 - Hey Siri, Make a Ticket! Alexa, Close My Ticket
          • April 5, 2024 - The Microsoft Bundle You Can't Miss Out On
          • March 22, 2024 - App Platform Maddness
          • March 15, 2024 - What to Automate First When Getting Started with Rewst?
          • March 8, 2024 - Live from Right of Boom, it's the ROC Open Mic
          • March 1, 2024 - Early Bird Specials for Flow in the Kewp
          • February 23, 2024 - Pardon My Jinja
          • February 16, 2024 - Pizza's Cooking in the Oven
          • February 9, 2024 - Becoming a Jinja Ninja with the New Live Editor
          • February 2, 2024 - Inside the Eye of the Brainstrom
          • January 26, 2024 - New Feature On the Horizon + App Platform Demos
          • January 19, 2024 - Beta Features, Webhooks, and a Journey through Workflow Creation
          • January 12, 2024 - Alpha App Platform Demos
          • January 5, 2024 - Happy New Year! Azure Tables and GDAP Troubleshooting
        • 2023 Rewst Open Mics: North America
          • January 6, 2023 - Capacity Alert - Your Inbox is at 99%
          • January 13, 2023 - Form Management, Asset Management and Tag Management
          • January 20, 2023 - Backend Re-Architecture Episode II - Attack of the Clones
          • January 27, 2023 - Rewst User Creation Inception and Automating Package Deliveries
          • February 3, 2023 - AI generated diagnostics!
          • February 10, 2023 - Todays Description Brought to You by ChatGPT
          • February 17, 2023 - Trigger Review and QA
          • February 24, 2023 - NC20 and R0C2 Show Off Auvik Integration and Workflows
          • March 3, 2023 - New Webhooks, Tracking Steam Deals, and Templates? Oh my!
          • March 10, 2023 - Get those workflows in line
          • March 17, 2023 - Email tracking, workflow listening and URL parametering
          • March 24, 2023 - The Truly Open Mic - Coming back from the Onsite
          • March 31, 2023 - All Hail King Brandon (from eTop)
          • April 7, 2023 - Tech Talk - GitHub, Azure OpenAI, and Improving User Experience
          • April 14, 2023 - Introducing Cluck U!
          • April 21, 2023 - [Redacted] and Custom Integrations
          • April 28, 2023 - Tools and Techniques for Streamlining Workflows and Building Relationships
          • May 5, 2023 - New Integrations, Epic Workflows, and Exciting things to come!
          • May 12, 2023 - The Legend of Rewst - Unsupported Custom Integrations (and more!)
          • May 19, 2023 - Custom Integrations are live and Custom Workflows from Customers and Partner Service
          • May 26, 2023 - Automation and Terrifying Space Chickens
          • June 2, 2023 - New Beginnings and Saving time with Rewst
          • June 9, 2023 - Automation Doesn't Have To Be Like Pulling Teeth
          • June 23, 2023 - Will The Real Aharon Chernin Please Stand Up?
          • June 16, 2023 - The Toasted Kelvin and Brandon Brandwich
          • June 30, 2023 - No Brandwich But It's Still Chowtime
          • July 7, 2023 - Fowl Play with OpenAI and Azure OpenAI
          • July 14, 2023 - Go Hug Your IT Person
          • July 21, 2023 - Transform(er)s – Jinja in Disguise
          • July 28, 2023 - Who's that Docu-mon? It's GitBook!
          • August 4, 2023 - Aharon on a Plane
          • August 11, 2023 - If You Smell What the ROC is Cooking
          • August 18, 2023 - Info Nuggets and Jinja Burgers
          • August 25, 2023 - Looks like Brandwich's Back On the Menu
          • September 1, 2023 - Applying Cube Rules of Food to Automations
          • September 8, 2023 - Special Guest Automation from Down Under
          • September 15, 2023 - If You Smell What The ROC Is Cooking Pt.2
          • September 22, 2023 - Efficient Onboarding, Custom Integrations, and SQL Magic
          • September 29, 2023 - No Microtransactions with These New Crates
          • October 6, 2023 - MFA Buffet
          • October 13, 2023 - Mail Tracking, Error Handling, and Onsite Requests
          • October 20, 2023 - Sophos Firmware Updates, CSP Connectors, and GDAP Documentation Workflows
          • October 27, 2023 - Rewst API w/ Webhooks, Email Signatures, Content Filters, and Secret Santa
          • November 3, 2023 - Huge Rewst Announcements You Can’t Miss Out On
          • November 17, 2023 - Domo Arigato, Rewsty Roboto
          • December 1, 2023 - App Platform, Ticket Generation, and Custom Integrations
          • December 8, 2023 - Never Send a Human to Do a Machine's Job
          • December 15, 2023 - Compromised Users, Automated Documentation, and Troubleshooting Errors
          • December 22, 2023 - Simply Having a Wonderful Rewsty Time
          • December 29, 2023 - Last Open Mic of 2023!
          • July 14, 2023 - Go Hug Your IT Person
          • November 24, 2023 - Thanksgiving Edition, Canadian Takeover
        • 2022 Rewst Open Mics: North America
          • May 27, 2022 - Graph API
          • June 3, 2022 - Connectwise Pods
          • June 10, 2022 - Interactive Teams Messages
          • June 24, 2022 - The Rewst Crate Marketplace
          • June 17, 2022 - How to use Jinja in Rewst
          • July 1, 2022 - Leaping and Looping through your data
          • July 8, 2022 - New ways to deal with data and client example workflows!
          • July 15, 2022 - The Rewst platform and how to use DateTime comparisons in Jinja
          • July 22, 2022 - How can you utilise webhooks in Rewst?
          • July 29, 2022 - How do you know that the person on the phone is who they say?
          • August 5, 2022 - SUPER AWESOME NEW FEATURE!
          • August 12, 2022 - New Results Page
          • August 19, 2022 - Friendly Password Generator & ROC Assistance
          • August 26, 2022 - Data retention & Cron Jobs
          • September 2, 2022 - Debugging Workflows
          • September 9, 2022 - Microsoft 365 Delegation
          • September 16, 2022 - Immybot & Parse ticket data
          • September 23, 2022 - Context Switching
          • October 7, 2022 - ConnectWise Manage Agreement Sync
          • October 14, 2022 - QOL Changes & With Items Walkthrough
          • October 21, 2022 - Bring! Your! Own! Database!
          • October 28, 2022 - ImmyBot & User Offboarding
          • November 4, 2022 - Your Workflows are Listening 👀
          • November 18, 2022 - Jinja Conditions in Templates / Scripts
          • December 2, 2022 - Using custom HTTP requests (HaveIBeenPwned) with your existing integrations
          • December 9, 2022 - Jinja expansion. Plus, Mendy & Jared!
          • December 16, 2022 - Tackle tough ticket triage troubles and flatten funkily formatted lists
      • Rewst Open Mics: Europe
        • 2025 Rewst Open Mics: Europe
          • June 5, 2025: Auto-document with SyncMonkey
          • May 1, 2025: Auto-Document Everything with This Brilliant IT Glue Automation!
          • April 3, 2025: The Very First EU Open Mic!
      • ROC Open Mics: Oceania
        • 2025 Rewst Open Mics: Oceania
          • June 6, 2025: Microsoft Graph API paging
          • May 2, 2025: Smarter Microsoft Integrations & Workflows – Tips from the Rewst Open Mic
          • April 4, 2025: The Very First ANZ Open Mic!
    • Development updates
      • 2025 Dev updates
        • June 6, 2025 - Dev update
        • May 30, 2025 - Dev update
        • May 23, 2025 - Dev update
        • May 16, 2025 - Dev update
        • May 9, 2025 - Dev update
        • May 2, 2025 - Dev update
        • April 25, 2025 - Dev update
        • April 18, 2025 - Dev update
        • April 11, 2025 - Dev update
        • April 4, 2025 - Dev update
        • March 28, 2025 - Dev update
        • March 21, 2025 - Dev update
        • March 14, 2025 - Dev update
        • February 28, 2025 - Dev update
        • February 21, 2025 - Dev update
        • February 14, 2025 - Dev update
        • February 7, 2025 - Dev update
        • January 24, 2025 - Dev update
        • January 17, 2025 - Dev update
        • January 10, 2025 - Dev update
      • 2024 Dev updates
        • December 27, 2024 - Dev update
        • December 20, 2024 - Dev update
        • December 13, 2024 - Dev update
        • December 6, 2024 - Dev update
        • November 29, 2024 - Dev update
        • November 8, 2024 - Dev Update
        • October 25, 2024 - Dev Update
        • October 18, 2024 - Dev Update
        • October 11, 2024 - Dev Update
        • October 4, 2024 - Dev Update
        • September 27, 2024 - Dev Update
        • September 13, 2024 - Dev Update
        • September 6, 2024 - Dev Update
        • August 30, 2024 - Dev Update
        • August 23, 2024 - Dev Update
        • August 16, 2024 - Dev Update
        • August 9, 2024 - Dev Update
          • August 2, 2024 - Dev Update
        • July 26, 2024 - Dev Update
        • July 19, 2024 - Dev Update
        • July 12, 2024 - Dev Update
        • July 5, 2024 - Dev Update
        • June 28, 2024 - Dev Update
        • June 14, 2024 - Dev Update
        • June 7, 2024 - Dev Update
        • May 31, 2024 - Dev Update
        • May 24, 2024 - Dev Update
        • May 17, 2024 - Dev Update
        • May 10, 2024 - Dev Update
        • May 3, 2024 - Dev Update
        • April 26, 2024 - Dev Update
        • April 19, 2024 - Dev Update
        • April 12, 2024 - Dev Update
        • April 5, 2024 - Dev Update
        • March 22, 2024 - Dev Update
        • March 8, 2024 - Dev Update
        • March 1, 2024 - Dev Update
        • February 23, 2024 - Dev Update
        • February 16, 2024 - Dev Update
        • February 9, 2024 - Dev Update
        • February 2, 2024 - Dev Update
        • January 19, 2024 - Dev Update
        • January 12, 2024 - Dev Update
        • January 5, 2024 - Dev Update
      • 2023 Dev updates
        • December 29, 2023 - Dev Update
        • December 22, 2023 - Dev Update
        • December 15, 2023 - Dev Update
        • December 8, 2023 - Dev Update
        • December 1, 2023 - Dev Update
        • November 17, 2023 - Dev Update
        • November 3, 2023 - Dev Update
        • October 27, 2023 - Dev Update
        • October 20, 2023 - Dev Update
        • October 13, 2023 - Dev Update
        • October 6, 2023 - Dev Update
        • September 29, 2023 - Dev Update
        • September 22, 2023 - Dev Update
        • September 8, 2023 - Dev Update
        • September 1, 2023 - Dev Update
        • August 25, 2023 - Dev Update
        • August 18, 2023 - Dev Update
        • August 11, 2023 - Dev Update
        • August 4, 2023 - Dev Update
        • July 28, 2023 - Dev Update
        • July 21, 2023 - Dev Update
        • July 14, 2023 - Dev Update
        • July 7, 2023 - Dev Update
        • June 30, 2023 - Dev Update
        • June 23, 2023 - Dev Update
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On this page
  • What does the ITPortal integration do?
  • Set up the ITPortal integration
  • Set up steps in ITPortal
  • Set up steps in Rewst
  • Actions and endpoints

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ITPortal integration

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© 2025 Rewst

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

What does the ITPortal integration do?

Our ITPortal integration enables you to seamlessly update documentation.

Set up the ITPortal integration

Set up steps in ITPortal

  1. Log in to ITPortal with your credentials.

  2. Navigate to Profile (name) > Admin Settings.

  3. Click Generate API Key under the Security section.

  4. Select the option to Generate API Key under the Security section.

  1. Enter a description for the API key. We recommend REWST.

  2. Toggle the option Allow to create same name objects to off.

  3. Click Generate API Key.

  4. Copy the new API key and store it somewhere secure. Once you leave this screen you won't be able to view the key again. You'll need this information for further steps in Rewst.

Set up steps in Rewst

  1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

  2. Click on the integration tile to launch the configuration setup page.

  3. Under Parameters:

    1. Enter the key copied from ITPortal into the API Key field

    2. Enter the Base URL from your ITPortal environment - e.g. demo.itportal.com

    3. Click Save Configuration.

Got an idea for a new Integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector.

Actions and endpoints

For more on how actions work in Rewst, check out our introductory actions documentation here.

Category
Action
Description

Accounts

List Accounts

Fetches lists of portal accounts with optional filters. See notes on individual parameters below

Accounts

Create Account

New account will be added to the portal

Accounts

Get Account

This method fetches a single account resource. It is the canonical URI for any account resource provided by the API

Accounts

Delete Account

Description coming soon...

Accounts

Update Account

Updates specific fields on an entity (RFC 7396)

Accounts

Get Credentials For Account

This method fetches a single account credentials resource

Additional Credentials

List Additional Credentials

Fetches lists of additional credentials with optional filters. See notes on individual parameters below

Additional Credentials

Create Additional Credential

New additional credential will be added to the portal object

Additional Credentials

Get Additional Credential

This method fetches a single additional credential resource. It is the canonical URI for any additional credential resource provided by the API

Additional Credentials

Delete Additional Credential

Description coming soon...

Additional Credentials

Update Additional Credential

Updates specific fields on an entity (RFC 7396)

Addresses

Create Address

New address will be added to the Portal company

Addresses

List Addresses

Fetches lists of addresses with optional filters. See notes on individual parameters below

Addresses

Get Address

This method fetches a single address resource. It is the canonical URI for any address resource provided by the API

Addresses

Delete Address

Description coming soon...

Addresses

Update Address

Updates specific fields on an entity (RFC 7396)

Agreements

List Agreements

Fetches lists of portal agreements with optional filters. See notes on individual parameters below

Agreements

Create Agreement

New agreement will be added to the portal

Agreements

Get Agreement

This method fetches a single agreement resource. It is the canonical URI for any agreement resource provided by the API

Agreements

Delete Agreement

Description coming soon...

Agreements

Update Agreement

Updates specific fields on an entity (RFC 7396)

Cabinets

List Cabinets

Fetches lists of portal cabinets with optional filters. See notes on individual parameters below

Cabinets

Create Cabinet

New cabinet will be added to the portal

Cabinets

Get Cabinet

This method fetches a single cabinet resource. It is the canonical URI for any cabinet resource provided by the API

Cabinets

Delete Cabinet

Description coming soon...

Cabinets

Update Cabinet

Updates specific fields on an entity (RFC 7396)

Categories Types

List KB Categories

Fetches lists of portal KB categories with optional filters. See notes on individual parameters below

Categories Types

List Company Types

Fetches lists of portal company types with optional filters. See notes on individual parameters below

Categories Types

List Account Types

Fetches lists of portal account types with optional filters. See notes on individual parameters below

Categories Types

List Agreement Types

Fetches lists of portal agreement types with optional filters. See notes on individual parameters below

Categories Types

List Contact Types

Fetches lists of portal contact types with optional filters. See notes on individual parameters below

Categories Types

List Facility Types

Fetches lists of portal facility types with optional filters. See notes on individual parameters below

Categories Types

List Device Types

Fetches lists of portal device types with optional filters. See notes on individual parameters below

Categories Types

List Document Types

Fetches lists of portal document types with optional filters. See notes on individual parameters below

Companies

List Companies

Fetches lists of portal companies with optional filters. See notes on individual parameters below

Companies

Create Company

New Company will be added to the portal

Companies

Get Company

This method fetches a single company resource. It is the canonical URI for any company resource provided by the API

Companies

Delete Company

Description coming soon...

Companies

Update Company

Updates specific fields on an entity (RFC 7396)

Companies

List Company Accounts

Fetches lists of portal accounts with optional filters. See notes on individual parameters below

Companies

List Company Addresses

Fetches lists of portal addresses with optional filters. See notes on individual parameters below

Configurations

List Configurations

Fetches lists of portal configurations with optional filters. See notes on individual parameters below

Configurations

Create Configuration

New configuration will be added to the portal. For the Configuration Type ID, please create at least one Configuration via ITPortal then use the Get Configuration action.

Configurations

Get Configuration

This method fetches a single configuration resource. It is the canonical URI for any configuration resource provided by the API

Configurations

Delete Configuration

Description coming soon...

Configurations

Update Configuration

Updates specific fields on an entity (RFC 7396)

Contacts

List Contacts

Fetches lists of portal contacts with optional filters. See notes on individual parameters below

Contacts

Create Contact

New contact will be added to the portal

Contacts

Get Contact

This method fetches a single contact resource. It is the canonical URI for any contact resource provided by the API

Contacts

Delete Contact

Description coming soon...

Contacts

Update Contact

Updates specific fields on an entity (RFC 7396)

Devices

List Devices

Fetches lists of portal devices with optional filters. See notes on individual parameters below

Devices

Create Device

New device will be added to the portal

Devices

Get Device

This method fetches a single device resource. It is the canonical URI for any device resource provided by the API

Devices

Delete Device

Description coming soon...

Devices

Update Device

Updates specific fields on an entity (RFC 7396)

Devices

Get Management URLs For Device

This method fetches a single device Management Urls resource

Devices

Create Device Management URL

New Device Management Url will be added to the portal

Devices

Get IPs For Device

This method fetches a single device IPs resource

Devices

Create Device IP

New device IP will be added to the portal

Devices

Get Configuration Files For Device

This method fetches a single device configurations files resource

Devices

Get Credentials For Device

This method fetches a single device credentials resource

Devices

Update Device IP

Updates specific fields on an entity (RFC 7396)

Devices

Delete Management URL

Description coming soon...

Devices

Update Device Management URL

Updates specific fields on an entity (RFC 7396)

Devices

Get Notes For Device

This method fetches a single device Notes resource

Devices

Create Device Note

New device Note will be added to the portal

Devices

Update Device Note

Updates specific fields on an entity (RFC 7396)

Devices

Get Switch Port Ranges For Device

This method fetches a single device mapped switch port ranges resource

Devices

Create Device Switch Port Range

New device switch port range will be added to the portal

Devices

Delete Switch Port Range

Description coming soon...

Devices

Update Switch Port Range

Updates specific fields on an entity (RFC 7396)

Devices

Update Switch Port

Updates specific fields on an entity (RFC 7396)

Documents

List Documents

Fetches lists of portal documents with optional filters. See notes on individual parameters below

Documents

Create Document

New document will be added to the portal

Documents

Get Document

This method fetches a single document resource. It is the canonical URI for any document resource provided by the API

Documents

Delete Document

Description coming soon...

Documents

Update Document

Updates specific fields on an entity (RFC 7396)

Facilities

List Facilities

Fetches lists of portal facilities with optional filters. See notes on individual parameters below

Facilities

Create Facility

New facility will be added to the portal

Facilities

Get Facility

This method fetches a single facility resource. It is the canonical URI for any facility resource provided by the API

Facilities

Delete Facility

Description coming soon...

Facilities

Update Facility

Updates specific fields on an entity (RFC 7396)

Generic Request

IT Portal API Request

Generic action for making authenticated requests against the IT Portal API

Interactions

Delete Interaction

Description coming soon...

Interactions

List Interactions

Description coming soon...

Interactions

Create Interactions

Description coming soon...

Ip Networks

List IP Networks

Fetches lists of portal IP Networks with optional filters. See notes on individual parameters below

Ip Networks

Create IP Network

New ip network will be added to the portal

Ip Networks

Get IP Network

This method fetches a single IP network resource. It is the canonical URI for any IP network resource provided by the API

Ip Networks

Delete IP Network

Description coming soon...

Ip Networks

Update IP Network

Updates specific fields on an entity (RFC 7396)

Kbs

List KBs

Fetches lists of portal knowledge base articles with optional filters. See notes on individual parameters below

Kbs

Create KBs

New knowledge base article will be added to the portal

Kbs

Get KB

This method fetches a single knowledge base article resource. It is the canonical URI for any KB resource provided by the API

Kbs

Delete KB

Description coming soon...

Kbs

Update KB

Updates specific fields on an entity (RFC 7396)

Sheets

Get Sheet

Fetch object sheet

Sheets

Delete Sheet

Description coming soon...

Sheets

Update Sheet

Updates specific fields on an entity (RFC 7396)

Sheets

Create Sheet

New Sheet will be added to the object

Sites

List Sites

Fetches lists of portal sites with optional filters. See notes on individual parameters below

Sites

Create Site

New site will be added to the portal

Sites

Get Site

This method fetches a single site resource. It is the canonical URI for any site resource provided by the API

Sites

Delete Site

Description coming soon...

Sites

Update Site

Updates specific fields on an entity (RFC 7396)

System

List Companies Main Contacts

Fetches lists of portal main contacts with optional filters. See notes on individual parameters below

System

List Users

Fetches lists of portal users

System

List Countries

Fetches lists of countries

System

List Security Groups

Fetches lists of portal security groups

Templates

List Templates

Fetches lists of portal templates with values

Templates

Update Field For ID Field

Updates specific field on an entity's template

Search for ITPortal in the integrations page.