# GitHub for DevRev
Sync GitHub and DevRev so issue status is always real time and driven by code.
## **Overview**

<img src="https://raw.githubusercontent.com/shashankcube/image/main/github-automation.png" align="center"/> 
 
Connect GitHub with DevRev, and ensure your work stays in sync between the two systems, such that issues and statuses are always real-time and driven by code activity. GitHub for DevRev is a snap-in that has been used by several organizations, and ties DevRev issues closely with GitHub activity, eliminating the need for humans to manage issues.

Why should you un-manage your work? You should use this snap-in if you want to reduce work about work. Let machines manage issues, including creating and updating statuses, so developers can focus on work that matters. You’ll resonate with this, if you have ever:

- Delivered a hot-patch and realized you never had an issue to track it
- Wasted time just updating your team on the status of an issue
- Or just felt that creating and managing issues is a distraction

If your team’s best practice is to link your GitHub activity to an existing issue-ID during branch creation, commits and PRs, then this snap-in will honor that and enable a GitHub driven issue state, without auto creating issues. [Here](https://devrev.ai/docs/integrations/github#github-events) are the different ways you can link your DevRev issue to GitHub branches, commits and PRs. 

However, if you choose to work in GitHub and never created or linked an issue, you shouldn’t have to sweat it. This snap-in will automatically create issues that track all associated commits, branches and pull requests. The auto-created issue is enriched with PR description and related GitHub events. The status of these issues is driven by GitHub activity, and the issues will auto-transition stages, from In Development to In Review, and Closed. Your work is always accounted for and more importantly your team members have visibility and know what you’ve been up to, resulting in fewer interruptions. 

## **How it works**

To enable GitHub for DevRev, click on Install and we'll walk you through a few simple steps including connecting with GitHub. You'll have a default set of configuration settings and the option to further personalize this snap-in. Learn more about the features in this snap-in.

## **Features** 
This snap-in is powerful, and has several configurable features. As they say, the power is in the defaults! When you install this snap-in, we'll configure defaults that are tried and tested. You always have the option to personalize further.

**Automatic status updates**

You can associate GitHub commits, branches and pull requests with the DevRev issue they correspond to. Doing so allows you to see GitHub activity in the corresponding DevRev issue and to act on those events, allowing you to automate away your manual tasks. Mention DevRev issues in GitHub, and route the relevant GitHub events to this issue. They can be mentioned either as display IDs (ISS-34) or object IDs (issue:34), case insensitively. A DevRev issue can be mentioned in branch names, commit messages or PR titles.

**Autocreate issues from GitHub branch**

If you do not explicitly associate your DevRev issue to GitHub branches, commits or PRs, then we can autocreate your issues so you have an account of all your GitHub activity. This feature automatically creates an issue when a new branch is created, and tracks all associated commits and Pull Requests on this issue. The auto-created issues will move status based on Git activity, to in development based on branch and commit activity, and in review when PRs are created. When PRs are merged, the issue will be automatically closed, though this behavior is configurable.

**Autocreate issues from GitHub PRs**

You can choose to automatically create issues when a new PR is created, and it is not linked to an existing DevRev Issue. The behavior is similar to how issues are auto-created with new branches. The auto-created issues will move status based on Git activity, and events are posted on the DevRev issue timeline. It is recommended you enable either one of `Autocreate issue from GitHub branch` or `Autocreate issue from GitHub PR`, but not both.

Issues autocreated from GitHub branches or PRs are called autonomous issues, and have the tag `autonomous`.

**Attribute part to autonomous work**

Autonomous issues originating from GitHub will be attributed to a default part. You can configure the default part while setting up your snap-in. Every issue in DevRev must have a part attribution.

**Enrich autonomous work descriptions**

Enrich autonomous issues with information derived from GitHub PR events. The title and description of an autocreated issue is enriched with the PR data. When a new GitHub PR is opened or edited, then the related autonomous issue description is updated with the latest PR description. If the user has removed the auto generated text, then the automation will no longer update the description from PRs. Similarly, autonomous work titles are updated with the PR title, if the user hasn’t already updated it.

**Link autonomous work with related issue**

Create a related link between the work-items mentioned in the PR body and the autonomous issues tagged with the branch/PR. When a new GitHub PR is opened/edited, for all the autonomous tagged work items(by branch/PR), automatically mark the issues mentioned in the PR as related.

**Automatically close autonomous work**

Autonomous work gets closed when its related PR is merged. However, if there is no PR activity on this work, then the autonomous work is closed after configurable period.

**GitHub Commands**

Enable quick actions to close or attribute a PR to DevRev issue(s) with slash command.

* `/towards` - Use the `/towards` command in the PR description to associate the related GitHub activity to the issue(s). This will ensure that the PR and issue are linked such that related events are posted and issue status is driven by GitHub events.

* `/close {work-id}` - Use `/close ISS-3 ISS-4` in a PR body to automatically close a specific issue(s) when the PR is merged. You can also use `/close #work` to close all associated issues with a PR when that PR is merged without knowing the specific ids.

**Automatic PR tasks**

When a pull request is requested or reopened, a DevRev task is created for you. In order for this automation to be triggerred, you'll need to link your Pull Requests to DevRev issues. If your PR is removed, merged or closed, then the Task gets deleted. However, if you submit your PR review, then the task is closed.

**Automatic PR reminders**

When a pull request is inactive for more than a specified number of days, then this automation will post a message in all related DevRev issues. You'll need to link your GitHub Pull Request to DevRev issue to enable these reminders. There are several ways to link your GitHub Pull Requests to DevRev Issues. You can do so by mentioning the DevRev issue-id in Pull Requests title or body, or mention it in the branch name or commit message. Reminders are also posted for issues created autonomously.

You can choose to setup the inactive period in number of days through the max_inactive_days setting.




## **Frequently asked questions** 
<details>
<summary>What is an autonomous issue?</summary> 
Autonomous issue is an issue created automatically from an external event, such as a new GitHub branch or PR. These issues have the tag <code>autonomous</code>.
</details>

<details>
<summary>How does an issue change status?</summary>

<table>
 <tr>
 <td></td>
 <td colspan="2" align="center">Stage</td>
 </tr>
 <tr>
 <td></td>
 <td>From</td>
 <td>To</td>
 </tr>
 <tr>
 <td>New branch</td>
 <td>Any but not closed status</td>
 <td>In development</td>
 </tr>
 <tr>
 <td>Commit pushed</td>
 <td>No change</td>
 <td></td>
 </tr>
 <tr>
 <td>PR opened</td>
 <td>Any but not closed status</td>
 <td>In review</td>
 </tr>
 <tr>
 <td>PR closed</td>
 <td>In review</td>
 <td>In development</td>
 </tr>
 <tr>
 <td>PR reopened</td>
 <td>Any but not closed status</td>
 <td>In review</td>
 </tr>
 <tr>
 <td>*PR merged (without /close)</td>
 <td>In review</td>
 <td>In development</td>
 </tr>
 <tr>
 <td>PR merged (with /close)</td>
 <td>Any but not closed status</td>
 <td>Resolved</td>
 </tr>
</table>
 *This change happens only when <code>change_stage_to_in_development_on_pr_close</code> is true

</details>

<details>
<summary>What are the autonomous work configuration options?</summary>

<table>
 <tr>
 <td>Parameter</td>
 <td>Value</td>
 <td>Description</td>
 </tr>
 <tr>
 <td><code>create_work_item_on_new_branch</code></td>
 <td>Enabled or disabled</td>
 <td>Creates autonomous work items on a new branch when no work-id is mentioned</td>
 </tr>
 <tr>
 <td><code>create_work_item_on_pr_open</code></td>
 <td>Enabled or disabled</td>
 <td>Creates autonomous work items on a new PR, when no work-id is mentioned</td>
 </tr>
 <tr>
 <td><code>mention_work_directly_in_pr_body</code></td>
 <td>Enabled or disabled</td>
 <td>Link work-id to a PR, when its found in PR body</td>
 </tr>
 <tr>
 <td><code>enable_magic_commands</code></td>
 <td>Enabled or disabled</td>
 <td>Use magic commands /close and /toward in your PR</td>
 </tr>
 <tr>
 <td><code>close_autonomous_work_on_merge</code></td>
 <td>Enabled or disabled</td>
 <td>Close the autonomous work when the PR is merged</td>
 </tr>
 <tr>
 <td><code>default_part</code></td>
 <td>part display id</td>
 <td>Autonomous work is created under this default part</td>
 </tr>
 <tr>
 <td><code>update_autonomous_work_from_pr</code></td>
 <td>Enabled or disabled</td>
 <td>Enrich autonomous work item title and description with PR data</td>
 </tr>
 <tr>
 <td><code>link_autonomous_issues_with_pr_mention</code></td>
 <td>Enabled or disabled</td>
 <td>Link the work item mentioned in PR to the autonomous work created</td>
 </tr>
 <tr>
 <td><code>change_stage_to_in_development_on_pr_close</code></td>
 <td>Enabled or disabled</td>
 <td>Autonomous work changes stage to `in_development` when a PR is closed</td>
 </tr>
</table>
</details>

<details>
<summary>How can autonomous work creation be disabled?</summary>
 You can disable the parameters <code>create_work_item_on_new_branch</code> and <code>create_work_item_on_new_PR</code> to not autocreate issues. If you choose to turn this off as an exception, you can choose to begin your branch name or PR title with nw-(e.g, nw-new-branch) 
</details>

<details>
<summary>How can you attribute a part to an autonomous issue?</summary>
This automation will infer the part from a repository, if possible. If not, the issue is created with a specified default part. 
</details>

<details>
<summary>When is the automous issue closed?</summary>
The autonomous work item is automatically closed when its source PR or a PR on its source branch is merged.
</details>

<details>
<summary>What are the prerequisites for scheduling PR reminders?</summary>
This automation is triggered when Pull Requests are linked to DevRev issues. If you have not linked GitHub Pull Requests, then reminders will not be posted.
</details>

<details>
<summary>What are the prerequisites for creating PR tasks?</summary>
You'll need to connect your GitHub identity with DevRev identity, so we can attribute the tasks to your DevRev user identity. You can link your GitHub identity by going to **Settings > Account > External Identities > Link GitHub Account**.
.
</details>

DevRev Marketplace

GitHub

Your issues on Autopilot. Sync GitHub and DevRev so issue and status is always real time and driven by code.

## **Overview**
<img alt="image" src="https://user-images.githubusercontent.com/98844776/227121358-6a29ba46-d97a-4f46-84ce-53b6781b8135.png">

Slash commands act as shortcuts for specific actions and provide some out of the box functions by DevRev's own Turing AI.

## **How it works**

In order to use commands, type `/` in the text field of the discussion section. You will find a list of commands applicable for the source item.

## **Commands**

**Remind**

Remind command allows you to set reminders for yourself or any other users in the context of source. You must specify a time in the allowed format and even add messages to set one.

Example: `/remind @user Please follow up on this. 1d`

**Rephrase**

Rephrase commands will help you form a professional reply while replying to your customers or fellow teammates.

Example: `/rephrase can't help now... ask again in 5d`
Sample Response:

```
I apologize that I am unable to assist you at the moment, however please reach out to me again in five days and I will be happy to help you.
```

**Summarize**

Summarize command summarizes the entire conversation.

Example: `/summarize`

Sample response, when you summarize a typical conversation with you customer-

Summary:

- Rahul from DummyOrg is having difficulty installing the Plug Widget.
- Rohan suggests checking the setup instructions.
- When this does not work, Rohan asks for more information on the error.
- Rahul shares a recording of the error.
- Rohan thanks the user, and they get on call to fix it.

**Clone**

Command creates a copy of the selected issue or ticket. Copies all issue/ticket attributes while adding the 'CLONE ' prefix to the title. Adds a comment to the source issue/ticket (e.g. 'ISS was cloned and ISS-0123 was created.') and to the cloned issue/ticket (e.g. 'TKT was cloned from TKT-0123.')

Example: `/clone` command in the comment of the issue or ticket for creating a clone of it.

Slash Commands

Slash commands in DevRev powered by Turing AI for more productivity.

# Slack for DevRev

Never leave your customers in the dark! Create DevRev tickets and keep customers up to date without ever leaving Slack.

## **Overview**

![image](https://raw.githubusercontent.com/shashankcube/image/main/slack%20with%20devrev.png)

Enable Slack users to reduce context switching and interact with DevRev from within Slack. Create DevRev tickets from Slack conversations and keep your customers up to date.

## **Features**

Connect with Slack and ensure your customer or internal conversations are always in sync with DevRev tickets.

**Conversation tracking**

With conversation tracking, you can track your Slack conversations with customers and the resulting tickets so you don't lose context. Keep the conversation going in Slack or DevRev and never miss an update.

**Create tickets**

Use the ⋮ actions menu to create a ticket from an existing Slack conversation. When you use this action, your ticket will contain a link back to the Slack conversations. 

**Preview record**

Slack shows a title, description, status, and owner preview any time you post a DevRev URL.

**Ticket updates**

Updates on DevRev tickets can be posted in Slack, so conversations are in sync. If you have customer conversations over Slack, then this automation enables automatic status updates.

**Personal view of tickets**

With `/devrev view` ticket ID or issue ID, the user can display a preview of the work items. This view is private to the user that uses this command, and is not available for everyone on the Slack channel or direct message.

**Share ticket**

With `/devrev show` ticket ID or issue ID, the user can display a preview of the work items to everyone in that channel or direct message.

## **Installation**

To use this snap-in, you'll need to connect your Slack with DevRev. When you install this snap-in, we'll walk you through a few steps to connect and configure it.

See the [Slack snap-in docs](https://devrev.ai/docs/integrations/slack) for step-by-step installation and usage instructions.

Slack

Scale your customer support in Slack! Enable real-time bidirectional sync with Slack and bring order to the chaos.

# Jira 

Import or sync Jira projects for a seamless DevRev onboarding experience.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/184037723-ae5ed2be-4ec6-4c99-9872-751cea9a7b2c.png)

Jira Airdrop lets you track your work, no matter where it happens. Migrate your Jira issues and users for a seamless onboarding experience or keep your issues in sync, allowing you to leverage both systems.

## **How it works**

Jira Airdrop offers various ways to import and sync issues and users from Jira. You can import a single project or as many as you want, you can keep a 1-way sync to DevRev or keep both systems in sync.

## **Features**

**Recipe Mapping**

With recipe mapping, you can be sure you won't miss out on the important Jira fields, even if they are custom. You choose what to migrate and let our reccomendations guide you on how best to migrate over your Jira projects.

**Import**

The import option lets you migrate a Jira project for an easy 1-time bulk import. This option leverages recipe mapping, so you will bring over only what matters and leave the baggage behind.

**Sync to DevRev**

With Sync to DevRev, you can resync a previous import to pull in any new issues or changes to previously imported issues from a Jira project.

**Sync to Jira**

The Sync to Jira feature lets you write back changes made in DevRev to previously imported Jira projects. You can optionally also sync new work items created in DevRev to Jira.


Jira

Bidirectional sync to coexist delightfully with Jira, and transition to DevRev at your own pace.

# Converge support and build

Unlock the power of a converged system of record by ensuring that customer conversations, support tickets, and development issues are always in sync.

## Overview

![image](https://github.com/shashankcube/image/blob/main/devrev-converge.png?raw=true)

Supercharge cross-functional work with this set of default automations, propagating information across various entities at DevRev–including conversations, tickets, and issues.

DevRev's shared system of record opens up doors for the machine to take over and intelligently ensure that heartbeats from various functions of your DevRev workspace travel across each other.

DevRev's system of record converges multiple functions in an organization–touching everything from customer conversations to support tickets and developer issues. Because the system of record is shared, it paves the way for the machine to take on menial, repetitive work, especially around bringing together (or converging) these cross-functional entities (and thus the teams that work on them).

_Convergence with DevRev_ is a set of default automations that power cross-functional information snap-in in your DevRev workspace, such that updates from product teams' issues make their way to tickets in the customer-facing functions and vice versa with little human intervention. Let machines be the messenger of updates so they arrive before the next "Any progress on this?".

## Features

This automation is powerful and has a series of individual, configurable behaviours.

The power is in the defaults! With this pre-enabled snap-in come DevRev's proven defaults. You always have the option to adjust further.

**Automatic customer updates from tickets**

Propagate updates from tickets to related customer conversations so your customer is never in the dark.

- When a ticket is linked to a conversation, autonomously update the conversation and provide a follow-up reference to the customer.
- When a ticket is updated with relevant information, post a notification to the conversation.
- When a ticket is closed, post an autonomous update to any related PLuG conversations.

**Automatic updates between tickets to issues**

Leveraging the association between customer tickets and your product team's issues, this automation focusses on keeping issues aware of changes to tickets and vice-versa so the dev team is kept in the loop.

- When the severity of a ticket changes, autonomously update the issue priority and stage accordingly.
- When progress is made on an issue, update the status on dependent tickets.
- When underlying issues are resolved, advance tickets to the next stage.

**Autonomous issue management**

Parent issues, child issues, dependent issues, blocked issues are every dev's nightmare. With this set of autonomous convergence behaviours, issues and their hierarchy become manageable.

- Watch children issues and automatically update a parent issue when a dev starts working on it.
- As children issues make progress, send state updates to parent issues along with information on progress towards completion.
- When parent issues are closed, update child issues automatically.

## Installation

This set of convergence automations is enabled for you by default. Find them under **Snap-ins** in your org **Settings**, where you can modify app behaviour or disable automation.


Support convergence

Real-time updates between customer conversations, support tickets, and developer issues.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/devrev-plug-with-email.png?raw=true)

Connect your support email with DevRev and ensure that your support conversations remain in sync between email and the PLuG support widget. Email integration is a predefined automation that has been used by several organizations. It allows you to manage support conversations that come through email directly from the DevRev PLuG inbox, eliminating the need to manage two inboxes.

Why should you integrate your support email? Organizations need to support multiple mediums of communication for their customers. Despite being slow when compared to chat, email is still an important part of most support operations. This automation enables low-friction customer support by providing a unified place to manage the conversations generated through email as well as the PLuG support widget.

This integration allows you to manage all end-user communication from one place so you never have to leave the context of the conversation to create a ticket and communicate with your development team.

> Email integration through [SendGrid](/marketplace/devrev-plug-with-sendgrid) and other providers with [DMARC](/marketplace/devrev-plug-with-dmarc) are also available.

## **Features**

**Get conversations from support inbox**

When your customer sends an email to your support email with which the email integration was deployed, a conversation is created in your PLuG inbox. From within the context of that conversation you can create tickets and add additional members to the conversation.
When the customer replies back to the email, a comment is added to that same conversation.

**Reply to customer through email**

Whenever a support team member replies to the conversation that was generated through email, an email is sent with that reply to that customer through your integrated support email. The emails are threaded based on the first email that the customer sent.

**Support for attachments and raw email**

The attachments sent by the customer can be viewed in the PLuG inbox along with the comment. Also, you can add the attachments (size limit of 40MB) in the reply to any comment and it will be attached to the email sent to the customer.

A raw email file will be attached to the comment in the PLuG inbox which was generated through the email. The raw email file can be downloaded and the actual email can be viewed.

**Edit comment**

When you edit the comment in the PLuG inbox, an email is sent to the customer with the edited content.

## **Installation**

To enable email integration, click the Google OAuth connection and allow the DevRev app to send emails through your support email ID. Deploy the snap-in and set the forwarding address of your support email to the generated DevRev email address.

For detailed installation and configuration instructions, refer to the [documentation](/docs/integrations/gmail).


Gmail for Conversations

Enable customer conversations no matter where they happen.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/DevRev%20Sendgrid%20PLuG.png?raw=true)

Connect your support email with DevRev and ensure that your support conversations remain in sync between email and the PLuG support widget. Email integration is a predefined automation that has been used by several organizations. It allows you to manage support conversations that come through email directly from the DevRev PLuG inbox, eliminating the need to manage two inboxes.

Why should you integrate your support email? Organizations need to support multiple mediums of communication for their customers. Despite being slow when compared to chat, email is still an important part of most support operations. This automation enables low-friction customer support by providing a unified place to manage the conversations generated through email as well as the PLuG support widget.

This integration allows you to manage all end-user communication from one place so you never have to leave the context of the conversation to create a ticket and communicate with your development team.

> Email integration through [Gmail](/marketplace/devrev-plug-with-email) and other providers with [DMARC](/marketplace/devrev-plug-with-dmarc) are also available.

## **Features**

**Get conversations from support inbox**

When your customer sends an email to your support email with which the email integration was deployed, a conversation is created in your PLuG inbox. From within the context of that conversation you can create tickets and add additional members to the conversation.
When the customer replies back to the email, a comment is added to that same conversation.

**Reply to Customer through Email**

Whenever a support team member replies to the conversation that was generated through email, an email is sent with that reply to that customer through your integrated support email. The emails are threaded based on the first email that the customer sent.

**Support for Attachments and Raw Email**

The attachments sent by the customer can be viewed in the PLuG inbox along with the comment. Also, you can add the attachments (size limit of 40MB) in the reply to any comment and it will be attached to the email sent to the customer.

A raw email file will be attached to the comment in the PLuG inbox which was generated through the email. The raw email file can be downloaded and the actual email can be viewed.

**Edit Comment**

When you edit the comment in the PLuG inbox, an email is sent to the customer with the edited content.

## **Installation**

To enable email integration with SendGrid, click the SendGrid OAuth connection and enter the API key of your SendGrid account that allows the DevRev app to send emails through your support email ID. Deploy the snap-in and set the forwarding address of your support email to the generated DevRev email address.

For detailed installation and configuration instructions, refer to the [documentation](/docs/integrations/sendgrid).


SendGrid

Enable email conversations with SendGrid.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/Auto%20Routing1.png?raw=true)

When your team actively listens to customers, the conversation becomes more useful both for the customer and your product. The first step to actively listen to your customers is to make sure the right team members are assigned with the right customer query.

## **Features**

**Keyword based conversation routing**

When user defined keywords are identified in a customer conversation, this snap-in will automatically assign the conversation to the mapped team member. Multiple keywords can be mapped to a single team member.

**Set default conversation owners**

You can set a default conversation owner. This will route conversations to this default team member when the conversation does not match any defined keyword. If you don't want a default conversation owner, you can omit the value of the default owner.

## **Installation**

To enable the conversation routing snap-in, click the **Install** button  and provide mapping for keywords to the right team members. For example, you can route customer conversations having the keyword `payments` to your team member john@maple.com.

Auto routing

Route customer conversations to reach the right team member.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/Auto%20Reply1.png?raw=true)

Let DevRev respond to your customers when you are not around.

## **Features**

**Set business days and hours for your DevOrg**

You can set working business days and hours for your DevOrg. Let your customers know when you are not working.

**Customize Auto Reply Messages**

You can take control of what DevRev bot replies to the customer when your customer sends the first message to your PLuG inbox. You can also set different messages during working hours and non-working hours.

**Actionable Replies**

Include a call to action to your users within your auto replies with customizable, interactive buttons. Use these to prompt actions such as book a demo, watch video, and read documentation. 
See the [book a meeting snap-in docs](https://devrev.ai/docs/book-a-meeting) for step-by-step installation and usage instructions.

Example: 

![image](https://user-images.githubusercontent.com/922899/225835450-a049374b-b2cc-415e-a326-cb412e40a979.png)

## **Installation**

To enable the auto reply snap-in, click the **Install** button and follow the installation steps.


Automatic Customer Reply

Personalize your customer response and enable customers to book a demo or meeting with you using Calendly (or any other calender application) that pops up on button click.

# Zendesk

Get started with DevRev support or build with real data from Zendesk.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/220791627-b9760e10-1826-44f3-82b5-b6b9b09c544d.png)

Looking to evaluate DevRev for support or build with real data from your Zendesk account? The DevRev Zendesk snap-in lets you do just that!

DevRev's snap-in enables effortless importing of contacts, tickets, and users from Zendesk to DevRev. This snap-in provides users with the ability to review customer support information within DevRev or to link customer tickets to DevRev's build app to streamline development and review processes.

## **Features**

**Import**

A 1-time import allows you to quickly and easily import all relevant contacts, tickets, and user data from Zendesk into DevRev. This saves you the time and effort of manually entering data into multiple systems.

**Sync to DevRev**

This feature allows you to sync new items and changes since the last import, so you can keep your DevRev data up-to-date without having to constantly import new data.


Zendesk

Get started with DevRev support or build with real data from Zendesk.

# Salesforce

Streamline development and support with DevRev's Salesforce Snap-in.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/220767258-a846e31a-b1ff-43dc-87ef-94eee2d3d2a4.png)

Are you looking to streamline your development and customer support processes? Look no further than DevRev's Salesforce snap-in!

Our snap-in allows you to easily import accounts, cases, and users from Salesforce into DevRev, giving you a complete picture of your customers and their needs. With this information at your fingertips, you can prioritize your development efforts and provide more effective support to your customers.

## **Features**

**Import**

A 1-time import allows you to quickly and easily import all relevant account, case, and user data from Salesforce into DevRev. This saves you the time and effort of manually entering data into multiple systems.

**Sync to DevRev**

This feature allows you to sync new items and changes since the last import, so you can keep your DevRev data up-to-date without having to constantly import new data. This ensures that you always have the latest information on your customers and their needs.


Salesforce

Import your Salesforce accounts, cases and users.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/kb_deflection_banner.png?raw=true)

The article suggestion snap-in suggests specific excerpts from your knowledge base along with a link to the full article to answer incoming customer inquiries. Use article suggestion to provide answers for your customers while you are offline and increase your existing team's capacity by eliminating the questions which are answered in your knowledge base.

## **Features**

**Zero Touch Meaningful Answers**

Instead of sending a generic message with a link to one or more articles that may match the customer's query, respond with the specific paragraph from that article that is most likely to answer their question.

**Customize Your Message**

You can control what the DevRev bot replies to the customer when it finds a matching answer. You can also choose the length of the snippet you'd like to include and set a confidence threshold to determine how confident the bot must be in the answer to send it to your customer.

## **Installation**

The first step is to upload and publish the knowledge base articles that you would like to be made available to your customers through DevRev. This is done in **Settings > Articles**. Next, enable this snap-in by clicking the **Install** button and following the installation steps.


Article suggestion

Deflect incoming customer queries using knowledge base articles.

# GitHub 

Import or sync GitHub issues and users for a seamless DevRev onboarding experience.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/184037594-e56bcfbd-01f4-402f-b884-d93cc2b47604.png)

GitHub Airdrop makes it easy to transition from using GitHub issues to managing your issues in DevRev. Once your issues are in DevRev, you can use the GitHub snap-in to continue receiving GitHub events and take advantage of smart automations.

## **How it works**

GitHub Airdrop offers various ways to import and sync issues and users from GitHub. You can import a single repository or as many as you want, you can keep a one time import or a continuous 1-way sync.

## **Features**

**Import**

The basic import allows you to perform a 1-time import of GitHub issues and users from one or more repositories.

**Sync to DevRev**

With Sync to DevRev, you can resync a previous import to pull in any new issues or changes to previously imported issues from a GitHub repository.


GitHub Issues

Import or sync GitHub issues and users for a seamless DevRev onboarding experience.

# Linear

Import or sync linear issues for a seamless DevRev onboarding experience.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/195956752-dbcd5f7d-c9c0-4453-ba84-3668d982240c.png)

Linear Airdrop makes it easy to transition from using Linear issues to managing your issues in DevRev.

Linear Airdrop offers various ways to import and sync issues and users from Linear. You can import issues from a single team or as many as you want.

## **Features**

**Import**

The basic import allows you to perform a 1-time import of Linear issues and users from a team.

**Sync to DevRev**

With Sync to DevRev, you can resync a previous import to pull in any new issues or changes to previously imported issues from a Linear team.

## **Installation**

To use Linear Airdrop, go to **Settings > Imports** then select **Start Import** or **Import**. See the full [Linear Airdrop docs](https://devrev.ai/docs/integrations/linear) for details.


Linear

Import or sync Linear issues for a seamless DevRev onboarding experience.

# HubSpot

Leverage your existing HubSpot customer records via DevRev.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/231226951-2861ad4d-91b6-490f-b778-8d64787f790e.png)

HubSpot Airdrop makes it easy to use your HubSpot customer records to enhance the [support provided via DevRev](https://devrev.ai/support). 

## **Features**

**Import**

The basic import allows you to perform a 1-time import of HubSpot companies and contacts.

**Sync to DevRev**

With Sync to DevRev, you can resync a previous import to pull in any new records or changes to previously imported records from HubSpot.

**Periodic Sync**

Automatically syncs customer records from HubSpot to DevRev, ensuring that support engineers always have up-to-date customer information. 

## **Installation**

The HubSpot Airdrop is coming soon. 


HubSpot

Leverage your existing HubSpot customer records via DevRev.

# GitHub Actions

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/184038381-53100232-c5c9-4b33-98db-433f439a65de.png)

Have you ever...

* Configured some GitHub Actions and wished your related work would be updated with these changes?
* Wasted time updating your team on the status of your work?
* Wondered if an issue you worked on was built successfully?

**Don’t sweat it!** This automation will fetch details about different workflows and jobs running in GitHub Actions, and link it to your DevRev issue. Your work is always accounted for and more importantly your team members have visibility and know what you’ve been up to, resulting in fewer interruptions.

## **How it works**

If you are using GitHub Actions to build or carry out workflows, DevRev will track the work related to that workflow and update the timeline of that work item.

## **Features**

**Automatic status updates**

Automatically updates the status of work items related to a job or workflow.

**Record successes and failures**

Record job and workflow results in the work items that triggered them.


GitHub Actions

Track the status of your build, and keep GitHub Actions in sync with your DevRev Issue.

# GitLab for DevRev

Sync GitLab and DevRev so issue status is always real time and driven by code.

## **Overview**

![image](https://raw.githubusercontent.com/shashankcube/image/main/gitlab%20automation.png)

Connect GitLab with DevRev, and ensure your work stays in sync between the two systems, such that issues and statuses are always real-time and driven by code activity. GitLab for DevRev is a snap-in that has been used by several organizations, and ties DevRev issues closely with Git activities, eliminating the need for humans to manage issues.

Why should you un-manage your work? You should use this snap-in if you want to reduce work about work. Let machines manage issues, including creating and updating statuses, so developers can focus on work that matters. You’ll resonate with this, if you have ever:

- Delivered a hot-patch and realized you never had an issue to track it
- Wasted time just updating your team on the status of an issue
- Or just felt that creating and managing issues is a distraction

If your team’s best practice is to link your GitLab activity to an existing issue-ID during branch creation, commits and MRs, then this automation will honor that and enable a GitLab driven issue state, without auto creating issues. We can link your DevRev issue to GitLab activity, through mention of issue-ID in branches, commits, and PRs.

However, if you choose to work in GitLab and never created or linked an issue, you shouldn’t have to sweat it. This automation will automatically create issues that track all associated commits, branches and merge requests. The auto-created issue is enriched with MR description and related GitLab events. The status of these issues is driven by GitLab activity, and the issues will auto-transition stages, from In Development to In Review, and Closed. Your work is always accounted for and more importantly your team members have visibility and know what you’ve been up to, resulting in fewer interruptions.

## **Features**

This automation is powerful, and has several configurable features. As they say, the power is in the defaults! When you install this snap-in, DevRev configures defaults that are tried and tested. You always have the option to customize further.

**Automatic status updates**

You can associate GitLab commits, branches and merge requests with the DevRev issue they correspond to. Doing so allows you to see GitLab activity in the corresponding DevRev issue and to act on those events, allowing you to automate away your manual tasks. Mention DevRev issues in GitLab, and route the relevant GitLab events to this issue. They can be mentioned either as display IDs (ISS-34) or object IDs (issue:34), case insensitively. A DevRev issue can be mentioned in branch names, commit messages, or MR titles.

**Autocreate issues from GitLab branch**

If you do not explicitly associate your DevRev issue to GitLab branches, commits or MRs, then DevRev can autocreate your issues so you have an account of all your GitLab activity. This feature automatically creates an issue when a new branch is created, and tracks all associated commits and merge requests on this issue. The auto-created issues will move status based on Git activity, to in development based on branch and commit activity, and in review when MRs are created and merged. If desired, when MRs are merged, you can personalize the automation to move the issue to closed status. However, this template by default will keep the issue in an open state.

**Autocreate issues from GitLab MRs**

You can choose to automatically create issues when a new MR is created, and it is not linked to an existing DevRev Issue. The behavior is similar to how issues are auto-created with new branches. The auto-created issues will move status based on Git activity, and events are posted on the DevRev issue timeline. If desired, when MRs are merged, you can personalize the automation to move the issue to closed status. However, this automation by default will keep the issue in an open state.

Issues autocreated from GitLab branches or MRs are called "autonomous issues". They have the tag `autonomous`.

**Attribute part to autonomous work**

This automation will infer the part from a repository if possible. If not, the issue is created with a specified default part. You can configure the default part while setting up this snap-in. Every issue on DevRev must have a part attribution.

**Enrich autonomous work descriptions**

Enrich autonomous issues with information derived from GitLab MR events. The title and description of an autocreated issue is enriched with the MR data. When a new GitLab MR is opened or edited, then the related autonomous issue description is updated with the latest MR description. If the user has removed the auto generated text, then the automation will no longer update the description from MRs. Similarly, autonomous work titles are updated with the MR title, if the user hasn’t already updated it.

**Link autonomous work with related issue**

Create a related link between the work-items mentioned in the MR body and the autonomous issues tagged with the branch/MR. When a new GitLab MR is opened/edited, for all the autonomous tagged work items(by branch/MR), automatically mark the issues mentioned in the MR as related.

**Automatically close autonomous work**

Autonomous work gets closed when its related MR is merged. However, if there is no MR activity on this work, then the autonomous work is closed after configurable period.

**Automatic MR tasks**

When a merge request is requested or reopened, a DevRev task is created for you. In order for this automation to be triggerred, you'll need to link your merge requests to DevRev issues. If your MR is removed, merged or closed, then the Task gets deleted. However, if you submit your MR review, then the task is closed.

**Automatic MR reminders**

When a merge request is inactive for more than a specified number of days, then this automation will post a message in all related DevRev issues. You'll need to link your GitLab merge request to DevRev issue to enable these reminders. There are several ways to link your GitLab merge requests to DevRev issues. You can do so by mentioning the DevRev issue ID in the merge request title or body, or mention it in the branch name or commit message. Reminders are also posted for issues created autonomously.


GitLab

Sync GitLab and DevRev so issue status is always real time and driven by code.

# Bitbucket for DevRev

Sync Bitbucket and DevRev so issues and statuses are always real time and driven by code.

## **Overview**

![image](https://raw.githubusercontent.com/shashankcube/image/main/Bitbucket%20autonomous.png)

Connect Bitbucket with DevRev, and ensure your work stays in sync between the two systems, such that issues and statuses are always real-time and driven by code activity. Bitbucket for DevRev is a snap-in that has been used by several organizations, and ties DevRev issues closely with Git activities, eliminating the need for humans to manage issues.

Why should you un-manage your work? You should use this snap-in if you want to reduce work about work. Let machines manage issues, including creating and updating statuses, so developers can focus on work that matters. You’ll resonate with this, if you have ever:

- Delivered a hot-patch and realized you never had an issue to track it
- Wasted time just updating your team on the status of an issue
- Or just felt that creating and managing issues is a distraction

If your team’s best practice is to link your Bitbucket activity to an existing issue-ID during branch creation, commits and PRs, then this automation will honor that and enable a Bitbucket driven issue state, without auto creating issues. We can link your DevRev issue to Bitbucket activity, through mention of issue-ID in branches, commits and PRs.

However, if you choose to work in Bitbucket and never created or linked an issue, you shouldn’t have to sweat it. This automation will automatically create issues that track all associated commits, branches and pull requests. The auto-created issue is enriched with PR description and related Bitbucket events. The status of these issues is driven by Bitbucket activity, and the issues will auto-transition stages, from In Development to In Review, and Closed. Your work is always accounted for and more importantly your team members have visibility and know what you’ve been up to, resulting in fewer interruptions.

## **How it works**

To enable Bitbucket for DevRev, click on Install and we'll walk you through a few simple steps including connecting with Bitbucket. You'll have a default set of configuration settings and the option to further personalize this automation. Learn more about the features in this automation.

## **Features**

This automation is powerful, and has several configurable features. As they say, the power is in the defaults! When you install this snap-in, we'll configure defaults that are tried and tested. You always have the option to personalize further.

**Automatic status updates**

You can associate Bitbucket commits, branches and pull requests with the DevRev issue they correspond to. Doing so allows you to see Bitbucket activity in the corresponding DevRev issue and to act on those events, allowing you to automate away your manual tasks. Mention DevRev issues in Bitbucket, and route the relevant Bitbucket events to this issue. They can be mentioned either as display IDs (ISS-34) or object IDs (issue:34), case insensitively. A DevRev issue can be mentioned in branch names, commit messages or PR titles.

**Autocreate issues from Bitbucket branch**

If you do not explicitly associate your DevRev issue to Bitbucket branches, commits or PRs, then we can autocreate your issues so you have an account of all your Bitbucket activity. This feature automatically creates an issue when a new branch is created, and tracks all associated commits and pull requests on this issue. The auto-created issues will move status based on Git activity, to in development based on branch and commit activity, and in review when PRs are created and merged. If desired, when PRs are merged, you can personalize the automation to move the issue to closed status. However, this template by default will keep the issue in an open state.

**Autocreate issues from Bitbucket PRs**

You can choose to automatically create issues when a new PR is created, and it is not linked to an existing DevRev Issue. The behavior is similar to how issues are auto-created with new branches. The auto-created issues will move status based on Git activity, and events are posted on the DevRev issue timeline. If desired, when PRs are merged, you can personalize the automation to move the issue to closed status. However, this automation by default will keep the issue in an open state.

Issues autocreated from Bitbucket branches or PRs are called "autonomous issues". They have the tag `autonomous`.

**Attribute part to autonomous work**

This automation will infer the part from a repository if possible. If not, the issue is created with a specified default part. You can configure the default part while setting up this snap-in. Every issue on DevRev must have a part attribution.

**Enrich autonomous work descriptions**

Enrich autonomous issues with information derived from Bitbucket PR events. The title and description of an autocreated issue is enriched with the PR data. When a new Bitbucket PR is opened or edited, then the related autonomous issue description is updated with the latest PR description. If the user has removed the auto generated text, then the automation will no longer update the description from PRs. Similarly, autonomous work titles are updated with the PR title, if the user hasn’t already updated it.

**Link autonomous work with related issue**

Create a parent-child link b/w the work-items mentioned in the PR body and the autonomous issues tagged with the branch/PR. When a new Bitbucket PR is opened/edited, for all the autonomous tagged work items(by branch/PR), automatically make the issues mentioned in the PR as parents.

**Automatically close autonomous work**

Autonomous work gets closed when its related PR is merged. However, if there is no PR activity on this work, then the autonomous work is closed after configurable period.

**Automatic PR reminders**

When a pull request is inactive for more than a specified number of days, then this automation will post a message in all related DevRev issues. You'll need to link your Bitbucket pull request to DevRev issue to enable these reminders. There are several ways to link your Bitbucket pull requests to DevRev Issues. You can do so by mentioning the DevRev issue-id in pull requests title or body, or mention it in the branch name or commit message. Reminders are also posted for issues created autonomously.

You can choose to setup the inactive period in number of days through the max_inactive_days setting.


Bitbucket

Sync Bitbucket and DevRev so issue status is always real time and driven by code.

# CircleCI for DevRev

Sync DevRev issues with CircleCI and bring visibility into your workflow jobs.

## **Overview**

<img src="https://raw.githubusercontent.com/shashankcube/image/main/circleci.png" align="center"/>

See where your issues are in CI/CD pipeline by bringing in CircleCI events. Improve your processes by making events which need attention visible to everyone in context of the DevRev issue.

## **Features**

This snap-in helps you to keep track of your issue's build progress

**Workflow and Job Updates**

You can associate workflow and job termination events in CircleCI to DevRev issues if the Git branch on which the tests are running is tagged with an issue.

**Decide which events to capture**

Workflow or jobs events can be overwhelming. You can configure if you want only certain events to be populated on the issue's timeline. You can choose between “success”, “failed”, “error”, “canceled”, “unauthorized” events and decide which events the snap-in should listen.

CircleCI

Sync DevRev issues with CircleCI and bring visibility into your workflow jobs.

# AWS Beanstalk

Sync DevRev issues with AWS Beanstalk and bring visibility into your deployments.

## **Overview**

![image](https://user-images.githubusercontent.com/16090899/184038023-b6211d02-e57f-4d45-b701-e69160323102.png)

Users are frequently in the dark about the true status of an issue. Did a commit activity that was made make it to production? Was there a production issue, and if so, was it caused by recent commits? When will it get done? How much work is left? Eliminate these questions in your team sync-ups. Let DevRev snap-ins answer these questions for you. Let the events from disparate systems converge.

The AWS Beanstalk snap-in adds deployment tracking to your DevRev work items. Used in combination with VCS (GitHub, GitLab, Bitbucket) and build snap-ins (CircleCi, GitHub Actions), you can track your work all the way from its commit to its ultimate deployment.

## **Features**

**Automatic status updates**

Automatically updates the status of work items when a related deployment succeeds.

**Record successes and failures**

Record AWS Beanstalk deployment attempts in the work items that triggered them.


AWS Beanstalk

Sync DevRev issues with AWS Beanstalk and bring visibility into your deployments.

## **Overview**

![image](https://github.com/shashankcube/image/blob/main/devrev-plug-with-email.png?raw=true)

Connect your support email with DevRev and ensure that your support conversations remain in sync between email and the PLuG support widget. Email integration is a predefined automation that has been used by several organizations. It allows you to manage support conversations that come through email directly from the DevRev PLuG inbox, eliminating the need to manage two inboxes.

Why should you integrate your support email? Organizations need to support multiple mediums of communication for their customers. Despite being slow when compared to chat, email is still an important part of most support operations. This automation enables low-friction customer support by providing a unified place to manage the conversations generated through email as well as the PLuG support widget.

This integration allows you to manage all end-user communication from one place so you never have to leave the context of the conversation to create a ticket and communicate with your development team.

> Email integration through [Gmail](/marketplace/devrev-plug-with-email) and [SendGrid](/marketplace/devrev-plug-with-sendgrid) are also available.

## **Features**

**Get conversations from support inbox**

When your customer sends an email to your support email with which the email integration was deployed, a conversation is created in your PLuG inbox. From within the context of that conversation you can create tickets and add additional members to the conversation.
When the customer replies back to the email, a comment is added to that same conversation.

**Reply to customer through email**

Whenever a support team member replies to the conversation that was generated through email, an email is sent with that reply to that customer through your integrated support email. The emails are threaded based on the first email that the customer sent.

**Support for attachments and raw email**

The attachments sent by the customer can be viewed in the PLuG inbox along with the comment. Also, you can add the attachments (size limit of 40MB) in the reply to any comment and it will be attached to the email sent to the customer.

A raw email file will be attached to the comment in the PLuG inbox which was generated through the email. The raw email file can be downloaded and the actual email can be viewed.

**Edit comment**

When you edit the comment in the PLuG inbox, an email is sent to the customer with the edited content.

## **Installation**

To enable email integration with DMARC, click the **Domain Verification** connection and add the DMARC records to your DNS Settings to allow the DevRev app to send emails through your support email ID. Deploy the snap-in and set the forwarding address of your support email to the generated DevRev email address.

For detailed installation and configuration instructions, refer to the [documentation](/docs/integrations/dmarc).

Email for Conversations

Unify your PLuG inbox by allowing DevRev to send mails on behalf of your domain.

<img src="https://user-images.githubusercontent.com/54350608/232992045-72c21e03-70b1-4f8a-bffd-d7c327f10ba4.png" align="center"/> 

### Overview

Boost your team's productivity and streamline your workflow by automating ticket creation from email conversations with the Automatic Ticket Creation snap-in. This powerful snap-in is tailored for users who need to perform work or development tasks based on their email communications, ensuring seamless and efficient support for their customers.

Important Note: Emails create conversations within DevRev by default once you have integrated your support email by installing the email integration snap-in (click here to [install](https://devrev.ai/marketplace/category/Email)). This snap-in will automatically create tickets linked to your email conversations.

### Why choose Automatic Ticket Creation Snap-in?
Experience effortless integration with one of the three supported email integration snap-ins - Gmail, Sendgrid, or DMARC. Simply install one of these snap-ins from the [DevRev Marketplace](https://devrev.ai/marketplace/category/Email) before installing the Email to Ticket Automation snap-in. Automatically create tickets linked to email conversations sent to your support email address, customize default ticket owner and ticket attribute during installation, and optimize your team's workflow.

### How it works
Install one of the three supported email integration snap-ins (Gmail, Sendgrid, or DMARC) from the [DevRev Marketplace](https://devrev.ai/marketplace/category/Email)

Install the Automatic Ticket Creation snap-in for DevRev
During the installation process, select a default owner for every ticket to be created
Choose a default part to attribute the ticket to from the dropdown menu


### Features
The Automatic Ticket Creation snap-in is packed with powerful features and customizable options: 

- Seamless Integration: Easily integrates with one of the three supported email integration snap-ins (Gmail, Sendgrid, or DMARC). 
- Automatic Ticket Creation: Generates tickets linked to email conversations sent to your support email address. 
- Customizable Default Settings: Choose a default ticket owner and ticket attribute during installation for a streamlined workflow. 


### Frequently Asked Questions
Q. What are the prerequisites for using the Automatic Ticket Creation snap-in? 
A. One of the three supported email integration snap-ins (Gmail, Sendgrid, or DMARC) must be installed before using this snap-in. 

Q. Can I customize the default ticket owner and attribute? 
A. Yes, you can select a default owner and attribute from a dropdown menu during the installation process. 

Q. Is this snap-in suitable for users receiving customer queries via email? 
A. No, this snap-in is designed for users who need to perform work or development tasks based on their email communications. 

Elevate your team's productivity and optimize your support process with the Email to Ticket Automation snap-in for DevRev. Say goodbye to manual ticket creation and focus on delivering top-quality support to your customers.

Automatic Ticket Creation from Email

Automatically create a ticket when a conversation is created.