The Create an Autotask Service Call action creates a service call in the Autotask calendars of those scheduled users who have Autotask set as their calendar for TimeZest to write appointments to.
This action is available when your TimeZest account is connected to Autotask.
Configuration Options
This action can be configured with the following options:
The Description field is used to add details to the service call.
The text in 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.
To view the list of variables, check out this Help Center article.
The Status dropdown controls the status of the created service call. The values for this dropdown are drawn from the list of service call statuses in the service desk (tickets) admin settings.
Additional Logic
TimeZest will skip executing this action if no scheduled users have Autotask configured as their calendar to write appointments to.
Time Zest will also skip executing this action if an Autotask integration is no longer connected to TimeZest.