Auto-Close from SERTI to Decisiv

The Auto-Close integration for SERTI integrations allows you to close a Case automatically when closing an RO from within SERTI. 

Integration Setup Requirements

To enable this feature, you must contact your Decisiv Support representative via a support ticket to allow Auto-Close integration; the support representative will:

• Review requests and confirm with the dealer which features are to be enabled.
• For enabling the Auto-Close function:
  • Decisiv supplies the required Transition Tokens.
  • Transition tokens are security credentials needed for this integration to work and must be supplied by Decisiv Support to enable the Auto-Close feature on SERTI’s DMS. 
• With that information, the Dealer should contact SERTI Support to:
  • Request the service be enabled for the specific dealer.
  • Provide Decisiv’s credentials to SERTI Support; either Decisiv Support will do this on the Dealer’s behalf, or will work with the Dealer to ensure they can perform this step independently.
• Upon being notified that the SERTI’s setup has completed their work, we will update the dealer on the work and close the request.