The administrator needs to configure first an Application Password in TOPdesk. Go to My Settings and click on Add.
This Application Password will only show once, so copy the password and save it.
Login as the user in the Bubble software. Go to CRM Connectors in the navigation bar on the left side, select the desired CRM integration by double clicking on it (please note that a CRM-application is activated if it has a blue frame around it).
Then fill in the Domain you can find in the navigation bar of your browser.
Enter your Username and Application Password you obtained from Topdesk, click on Verify and then on Save.
You can chose the entities that needs to be searched by checking the checkboxes.
You are now ready to configure the Notifications.
With the Clone Profiles module under the tab Bubble (in your partnerportal portal.redcactus.nl) it is possible to roll out a configuration to all selected people at the same time. This gives you as much configuration time for 1 user as for 1,000 at the same time. Please note, this is an exact copy of the profile. Because you have entered specific user data for this configuration, it will normally also be copied to other users, what should not happen. To prevent this, you can create your own template so that all user-specific settings are placed under the correct account. You can follow the instructions in this Knowledgebase item to create your own template . Check knowledgebase ( Clone Profiles )
Below is the list of available buttons. These are both CRM specific- and generic Bubble functions. Think about invoking a specific URL or script, opening an e-mail or making a callback request. Call Control is only available if your telephony platform supports it.
Open Relation
Open Person
Open Incident
Open Branch
New Incident
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Call Control (standard button)*
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.
topdesk_name
topdesk_incident_id
topdesk_incident_status
topdesk_incident_number
topdesk_incident_request
topdesk_indicent_brief_description
topdesk_incident_externalNumber
topdesk_incident_category
topdesk_incident_subcategory
topdesk_incident_calltype
topdesk_incident_entrytype
topdesk_incident_operator
topdesk_incident_operator_group
topdesk_incident_urgency
topdesk_incident_priority
topdesk_incident_duration
topdesk_incident_target_date
topdesk_incident_creation_date
topdesk_incident_processing_status
topdesk_person_id
topdesk_person_email
topdesk_branch_id
topdesk_branch_name
topdesk_person_status
topdesk_person_sur_name
topdesk_person_first_name
topdesk_person_firstt_initials
topdesk_person_prefixes
topdesk_person_birth_name
topdesk_person_title
topdesk_person_gender
topdesk_person_language
topdesk_person_job_title
topdesk_person_employee_number
topdesk_person_client_reference_number
topdesk_email
topdesk_branche_id
topdesk_branch_specification
topdesk_head_branch
topdesk_attention_id
topdesk_attention_name