How to configure alerts for initial screening resolvement

Cases that are being created in Pascal can find hits that need to be reviewed by you or your team. You can set up automatic notifications via Teams or Slack. This can be done by setting up a Zap utilising Pascal's actions and webhook events.

The Zap can be set up following the below procedure:

Start by setting up a Webhooks by Zapier trigger to catch a webhook. Here, the webhook URL provided by zapier should be copied and added to the Webhooks card in the Integrations settings page.
Then add the Filter by Zapier action, where you filter on the Events Event type Case created to only continue with this specific type of event.
Find more information about the specific case in Pascal by using the Pascal action Find a case. Here, you provide the UUID retrieved from the Webhook by Zapier trigger. Ensure you set up Return Additional Information to hitCounts.
Set up the action Filter by Zapier which you configure to only continue if Hits Unresolved Count is something other than 0. This ensures the next action, sending a notification, is only triggered when results are found in the case.
The final action Send Chat Message by Microsoft Teams. Here, you can select a chat or channel to send a new message in and configure the message content. You can utilise the Pascal case name or other properties to ensure the recipient knows which case is referred to.

This documentation, including images, videos and text, is accurate as of Version 7.11 of Pascal.

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.