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How to monitor cases which have no results in the initial screening

When cases are created for the initial screening and no results are found, the case can be automatically updated to the monitored status. Allowing the case to be regularly checked for new results without manually updating the status of the cases.

 

The Zap can be set up following the below procedure:

  1. 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.
  2. 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.
  3. 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 hitCountsPerSource.
  4. Set up the action Filter by Zapier which you configure to only continue if Hits Unresolved Count is 0. This ensures the next action, updating the case to monitored, to only occur when no hits are found in the case.
  5. The final action Update a Case by Pascal. Here, you can locate the specific case with the UUID as Case ID. Also set the Update Status to Monitored.

 

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.