Connect InvGate Service Management and Unify
Integrate InvGate Service Management with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Assistant in Unify
Get Categories from InvGate Service Management when New Assistant in Unify
Get Categories from InvGate Service Management when New Queries in Unify
Get Users from InvGate Service Management when New Queries in Unify
Get Incident Details from InvGate Service Management when New Queries in Unify
Popular InvGate Service Management + Unify flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Create Incident in InvGate Service Management when New Assistant in Unify
Use this flowGet Categories from InvGate Service Management when New Assistant in Unify
Use this flowGet Categories from InvGate Service Management when New Queries in Unify
Use this flowGet Users from InvGate Service Management when New Queries in Unify
Use this flowGet Incident Details from InvGate Service Management when New Queries in Unify
Use this flowCreate User in InvGate Service Management when New Queries in Unify
Use this flowCreate Incident in InvGate Service Management when New Interface in Unify
Use this flowGet Categories from InvGate Service Management when New Interface in Unify
Use this flowGet Incident Details from InvGate Service Management when New Interface in Unify
Use this flowCreate User in InvGate Service Management when New Interface in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Unify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Create Assistant
Create a new assistant.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
About Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and Unify accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between InvGate Service Management and Unify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Unify. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in Unify, and a separate workflow where Unify triggers actions in InvGate Service Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between InvGate Service Management and Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.