Close Scheduling Request - marks the scheduling request as "closed", so that it can no longer be used to schedule an appointment.

Remove all Appointments and Online Meetings - removes all appointments and online meetings related to a scheduling request, regardless of which system they were created in.

Send Email Using Template - sends an email to either the client or the scheduled users using the configured email template, with an optional calendar invitation.

Update all Appointments and Online Meetings - updates all appointments and online meetings related to a scheduling request to the new selected start time, regardless of which system they were created in.

Add Note to Ticket - adds a note to a ticket in Autotask.

Create a Company To-Do - creates a company to-do in the Autotask calendar of those scheduled users who have that set as their writeable calendar.

Create a Contact - attempts to find an existing contact in Autotask for the client's email address, and creates a new contact if one cannot be found.

Create a Service Call - creates a service call in the Autotask calendar of those scheduled users who have that set as their writeable calendar.

Create a Service Ticket - creates a service ticket in Autotask.

Update Contact Phone Number - updates the phone number of the Autotask contact associated with a scheduling request to the number provided by the client.

Update Ticket Primary Resource - updates the primary resource of the Autotask service ticket associated with a scheduling request to the scheduled user.

Update Ticket Status - updates the status of the Autotask service ticket associated with a scheduling request to the configured status.

Add Note to Ticket - adds a internal or discussion note to a ticket in ConnectWise PSA.

Create an Activity - creates an activity for those scheduled users who have ConnectWise PSA as their writeable calendar.

Create a Contact - attempts to find an existing contact in ConnectWise PSA for the client's email address, and creates a new contact if one cannot be found.

Create a Schedule Entry - creates a schedule entry for those scheduled users who have ConnectWise PSA set as their writeable calendar.

Create a Service Ticket - creates a service ticket in ConnectWise PSA.

Move Ticket to a Board and Status - updates the service ticket associated with a scheduling request to move it to a particular board and status.

Update Contact Phone Number - updates the phone number of the ConnectWise PSA contact associated with a scheduling request to the number provided by the client.

Update Ticket Phone Number - updates the phone number field of a ConnectWise PSA ticket associated with a scheduling request to the number provided by the client.

Update Ticket Owner - updates the owner of the ConnectWise PSA ticket associated with a scheduling request to the scheduled user.

Update Ticket Status - updates the status of a ConnectWise PSA service ticket.

Create Office 365 Event - creates an event in the Office 365 calendar of those users who have that set as their writeable calendar.

Create a Microsoft Teams Online Meeting - creates an online meeting in Microsoft Teams.

Create a Zoom Online Meeting - creates an online meeting in Microsoft Teams.