This article describes the actions available when you connect TeamViewer to HappyFox Workflows, and lists the remote access and user management operations you can automate with this integration.
Triggers
The TeamViewer integration does not provide triggers. Workflows that include TeamViewer actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
TeamViewer actions let you create and manage user accounts and groups in your TeamViewer organisation, and schedule meetings, directly from a workflow step.
User management
| Action | What it does |
|---|---|
| Create a new User | Creates a new user account in your TeamViewer organisation. |
| Get User Details | Retrieves the details of a specified TeamViewer user for use in subsequent workflow steps. |
| Update a User | Updates the fields of an existing TeamViewer user account, such as their name, email, or permissions. |
Group management
| Action | What it does |
|---|---|
| Create a New Group | Creates a new group in your TeamViewer organisation, used for organising devices or users for remote access. |
| Get Group Details | Retrieves the details of a specified TeamViewer group for use in subsequent workflow steps. |
| Update a Group | Updates the name or settings of an existing TeamViewer group. |
Meetings
| Action | What it does |
|---|---|
| Create a Meeting | Schedules a new TeamViewer meeting and returns the meeting details, including the join link. |
Use cases
Create a TeamViewer user account as part of IT onboarding: When an IT onboarding ticket is created in HappyFox Help Desk, automatically create a new user account in your TeamViewer organisation — ensuring the new employee has remote support access provisioned from day one without a manual admin step.
Schedule a remote support session from a ticket: When an IT support ticket requires hands-on remote troubleshooting, use Create a Meeting to schedule a TeamViewer meeting and add the join link as a reply on the ticket — giving the contact a direct link to the remote session without the agent manually creating and sharing the meeting separately.
Retrieve user details to confirm remote access status: When a ticket is raised about access issues or remote connectivity, use Get User Details to retrieve the contact's TeamViewer account status and add it as a private note on the ticket — giving the agent visibility into the user's account before the remote session begins.
Update a user's TeamViewer permissions when their role changes: When a ticket resolves an internal role change, automatically update the corresponding TeamViewer user account using Update a User to adjust their permissions or group membership — keeping remote access aligned with the employee's current role without a manual admin update.
Deprovision TeamViewer access as part of offboarding: When an offboarding ticket is resolved in HappyFox Help Desk, use Update a User to disable or restrict the departing employee's TeamViewer account — ensuring remote access is revoked as part of the offboarding process without requiring a separate admin action in TeamViewer.
Organise devices into a TeamViewer group on new asset assignment: When a ticket records the assignment of a new device to an employee, use Create a New Group or Update a Group to organise the device within the correct TeamViewer group — keeping the remote access structure aligned with asset assignments without manual reorganisation.