TimeZest

Set a reminder on activities/schedule entries in ConnectWise PSA.

Tutorial: Adding a reminder to appointments in ConnectWise PSA

Using workflows to remind your clients about their booked appointments.

Tutorial: Reminding your Clients of a Booked Appointment

Modifying the description of created company to-dos and service calls

Tutorial: Customizing the Description of Datto Autotask PSA Service Calls / Company To-Dos

Setting up Shareable URLs within Workflows for your Datto Autotask PSA integration.

Tutorial: Setting up Shareable URLs inside Workflows for Datto Autotask PSA

Configuring TimeZest to skip status updates on closed tickets.

Tutorial: Skipping status updates on closed tickets

How to configure TimeZest to create a reminder on Microsoft 365 appointments.

Tutorial: Setting a reminder on Microsoft 365 appointments

Tutorial: Recording Reminders Sent in Ticket Notes

New possibilities for the Location field to streamline appointments.

Tutorial: Changing the Calendar Invite Location

Setting up Shareable URLs within Workflows for your ConnectWise integration.

Tutorial: Setting up Shareable URLs inside Workflows for ConnectWise

Seth Wilson

Johannah Strobaugh

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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