Workflows
Action lists and training
By Seth and 2 others3 authors52 articles
- Tutorial: Adding a reminder to appointments in ConnectWise PSA
- Tutorial: Reminding your Clients of a Booked Appointment
- Tutorial: Customizing the Description of Datto Autotask PSA Service Calls / Company To-Dos
- Tutorial: Setting up Shareable URLs inside Workflows for Datto Autotask PSA
- Tutorial: Skipping status updates on closed tickets
- Tutorial: Setting a reminder on Microsoft 365 appointments
- Tutorial: Recording Reminders Sent in Ticket Notes
- Tutorial: Changing the Calendar Invite Location
- Tutorial: Setting up Shareable URLs inside Workflows for ConnectWise
- Actions List
- Action: Send Email using a Template
- Action: Close the Scheduling Request
- Action: Update all Appointments and Online Meetings
- Action: Remove all Appointments and associated Online Meetings
- Action: Create a Microsoft Teams Online Meeting
- Action: Create a Zoom Online Meeting
- Action: Create a Microsoft 365 Event
- Action: Send a Message to a Microsoft Teams Channel
- Action: Post a Microsoft Teams chat message to scheduled users
- Action: Create a ConnectWise PSA Service Ticket
- Action: Create a ConnectWise PSA Opportunity
- Action: Create a ConnectWise PSA Activity
- Action: Update ConnectWise PSA Ticket Status
- Action: Move a ConnectWise PSA Service Ticket to a Board and Status
- Action: Create a ConnectWise PSA Schedule Entry
- Action: Add a Note to a ConnectWise PSA ticket
- Action: Create a ConnectWise PSA Contact
- Action: Update Phone Number on a ConnectWise PSA Ticket
- Action: Update Phone Number on a ConnectWise PSA Contact
- Action: Update ConnectWise PSA Ticket Owner
- Action: Create a Datto Autotask PSA Service Ticket
- Action: Create a Datto Autotask PSA Service Call
- Action: Create a Datto Autotask PSA Company To-Do
- Action: Create a Note on a Datto Autotask PSA Ticket
- Action: Update the Status of a Datto Autotask PSA Ticket
- Action: Create a Datto Autotask PSA Contact
- Action: Update the Phone Number of a Datto Autotask PSA Contact
- Action: Update the Primary Resource of a Datto Autotask PSA Ticket
- Action: Find or Create a Datto Autotask PSA Opportunity
- Action: Create a ticket in HaloPSA
- Action: Create a user in HaloPSA
- Action: Create an action on ticket in HaloPSA
- Action: Update HaloPSA Ticket Status
- Action: Create an appointment in HaloPSA
- Action: Update HaloPSA agent
- Action: Update the ticket in HaloPSA to a preset status
- Action: Update the user's phone number in HaloPSA