The Add a Note to an Autotask ticket action can add an entirely configurable note to the Autotask ticket associated with a scheduling request when it executes.
This action is available when your TimeZest account is connected to Autotask.
Configuration Options
This action can be configured with the following options:
The Title field controls the title of the note added to the ticket in Autotask. This field does not support variable interpolation and may be required depending on the settings of your Autotask instance.
The Note Content field controls the actual content of the note added to the ticket in Autotask.
The text with blue backgrounds are variables, which TimeZest will replace with the actual values for the ticket/scheduling request when it generates the text for the note. When editing the note content, you can insert a variable by pressing Ctrl + { (i.e. Control and the left curly brace), which will display a list of all variables. Typing a few additional characters will filter this, and you can either click on the variable you want to insert or use the arrow keys and press enter to insert it.
The complete list of variables can be found in this Help Center article.
Each paragraph has a "condition" which determines, based on if a variable actually has a value or not, whether TimeZest includes it in the note it generates. In the examples above, TimeZest will always include the first paragraph in the note it creates in Autotask, but only include the second and third paragraphs when there is a value for the Online Meeting Technician URL and Online Meeting Password variables respectively.
To edit the condition for a paragraph, simply click on the grey right margin, and select the condition:
Additional Logic
TimeZest will skip executing this action if there is no Autotask ticket associated with the scheduling request.
TimeZest will also skip this action is there is no longer an Autotask integration connected to TimeZest.