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Integration · Service Automation Suite

OTRS

OTRS is service-management software for handling incidents and requests. It supports tickets, tasks, communication and service progress.

Scenarios in practice

What would you like to do with OTRS?

Choose a use case and explore the related workflow steps.

Integrations with OTRS

Tickets & feedback

From an OTRS ticket to coordinated follow-up.

Choose a ticket another team or supplier must handle. Share only agreed fields and keep the outcome linked to the original ticket.

Service Automation Suite · Central coordination
Service Automation Suite

Match, compare and follow up

Combine the data with your policy, risk assessments and checks. Request information or a decision where needed, track actions and record the outcome.

Source & context
OTRS

Tickets & feedback

Connected workflow
Matrix42TOPdesk

Records, review and confirmation

  1. Define the web service

    Select OTRS operations and data required by the workflow. Test authentication, roles and required fields.

  2. Link ticket references

    Retain references from both systems. Map priority, status and responsibility to your agreements.

  3. Return progress

    Process confirmed feedback only and prevent duplicates. Assign an owner to errors or missing responses.

How Service Automation Suite connects data and execution

The work between your applications

Work from OTRS.
Connect the next steps.

Your team works in OTRS. Connect tickets, progress and relevant data with other teams and applications without repeatedly entering the same information. Service Automation Suite keeps follow-up connected to the original ticket: who needs to act, what has been done and what still needs attention?

A change, request or alert

Service Automation Suite

Data, people, assets and relationships on one foundation.

Compare
What exists? What should exist?
Determine what is needed
Matrix · policy · legal requirements
Coordinate the next steps
Checks · tasks · approvals · actions

Execution ↔ feedback

Your people and tools

OTRSService Automation Suite

For example. Also with other teams, suppliers and applications.

Verify. Inform. Report.

What is complete? Who needs to act? Which exception needs attention?

Start with one integration, register or check. Build on the same data and rules.

Combine into one controlled process

Data → rules → execution
  1. Combine

    Request + customer + existing record

  2. Determine & check

    Apply rules and determine follow-up

  3. Execute & report back

    Involve another service desk · Execute tasks · Return status

Check sources and rules, test changes and track the outcome. Manual tasks get an owner and confirmation.

Build visually. Manage easily.

Reuse building blocks, adapt your process and test the change. Manage it yourself, together with us or let Scope4mation take care of it.

Your process. Our technology and experience.

Get more from OTRS.

Connect OTRS with your other applications. Automate the work between them and stay in control.

Process & control

Less manual work

Connect OTRS with HR, IT and suppliers. Automate the flow of data and actions.

Control over execution

Define rules, follow up exceptions and verify the outcome.

Purposeful data sharing

Decide which data to share, with whom and under which conditions.

Autonomy & choice

Your applications, one process

Combine OTRS with the applications that fit your organisation.

Direct access to the makers

Work directly with Scope4mation: European approach, process expertise and support in one team.

Room to adapt

Reuse your configuration and keep process knowledge transferable as systems or rules change.

Build & operate together

Start small, build further

Start with one use case and reuse the building blocks for the next.

From idea to practice, together

We help with configuration, exceptions and handover, starting from your daily practice.

Operate it your way

Operate it yourself, together or with us. Agree on clear responsibilities upfront.

Under the hood

This integration, step by step.
How we configure this example

From an OTRS ticket to coordinated follow-up.

  1. Connect and retrieve

    Select OTRS operations and data required by the workflow. Test authentication, roles and required fields.

  2. Find the correct record

    Retain references from both systems. Map priority, status and responsibility to your agreements.

  3. Execute the agreed action

    Process confirmed feedback only and prevent duplicates. Assign an owner to errors or missing responses.

In this integration

Identification
Source reference & target record
Data
Agreed data & permissions
Feedback
Confirmed result or exception
Documentation for this connection

Beyond the first integration.

Use the same data and rules in your next process.

Start with one use case. Connect customer, employee and asset data, for example, and agree which source is authoritative. Reuse those relationships, a matrix where needed and configured actions in the next workflow. Agree who maintains the data and rules. Expand without repeatedly connecting and maintaining the same information.

Supplier finished. Is the internal work complete?

A supplier closes its ticket while internal verification or user confirmation is still missing.

Combine
Relate both tickets and the affected service. Use external completion to trigger a check, not automatically close the internal ticket.
The outcome determines what follows
Confirmed: complete internally. Rejected: return the reason and request correction. No response: assign follow-up to the agreed group.
The benefit
Fewer prematurely closed tickets and clear ownership of the next action.
Time recorded, but not yet accounted for.

Service work is complete but time entries do not match a known customer, project code or agreed processing route.

Combine
Combine time entries with central customer and project relationships and accounting rules. Request specific missing information.
The outcome determines what follows
Accepted: retain the accounting reference. Rejected: have the owner correct the cause. Resending an entry requires checking whether it was already processed.
The benefit
Less investigation and correction between service and finance without automatically treating errors as billable work.
A different name does not mean a new record.

A person or organisation has a different name in the source than at a customer or supplier. Matching text again can create incorrect or duplicate relationships.

Combine
Retain verified identifiers and source rules in a shared table. Reuse the relationship for requests, tickets and other integrations.
The outcome determines what follows
Known key: use the relationship. Multiple candidates or a missing identifier: request review. Once confirmed, reuse the established relationship.
The benefit
A consistent data foundation managed by your team instead of investigated again for every connection.

Your process needs more than a standard action?

Configure the missing API request, input and output in API Composer. Use its response in the next step and combine it with data tables, forms and automations. Extend the same product and reuse the configured building blocks.

Use Service Automation Suite to update a ticket in TOPdesk, for example, with fields available through its API, such as category, priority, status and support group. For another application, configure its request and field mapping. The outcome determines the next action: confirm, add information or request review, not merely check whether the request arrived.

Build it yourself: explore the technical approach

Need to publish data or let others submit it? Endpoint Composer exposes a configured Service Automation Suite data object with selected methods and security profiles. Other building blocks handle subsequent processing.

A conversation with coffee and tea on the table
Scope4mation

Pull up a chair. Or join us online.

Over coffee, tea or online: tell us what you are working on.

We can help with the integrations, automation and coordination your process needs, even if your application is not listed yet.

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