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