TimeZest Actions

The following actions are available to all TimeZest Accounts:

Autotask Actions

These actions are available in accounts with an Autotask integration:

  • Add Note to Ticket - adds a note to a ticket in Autotask.

  • Create a Company To-Do - creates a company to-do in the Autotask calendar of those scheduled users who have that set as their writeable calendar.

  • Create a Contact - attempts to find an existing contact in Autotask for the client's email address, and creates a new contact if one cannot be found.

  • Create a Service Call - creates a service call in the Autotask calendar of those scheduled users who have that set as their writeable calendar.

  • Create a Service Ticket - creates a service ticket in Autotask.

  • Update Contact Phone Number - updates the phone number of the Autotask contact associated with a scheduling request to the number provided by the client.

  • Update Ticket Primary Resource - updates the primary resource of the Autotask service ticket associated with a scheduling request to the scheduled user.

  • Update Ticket Status - updates the status of the Autotask service ticket associated with a scheduling request to the configured status.

ConnectWise Manage Actions

These actions are available in accounts with a ConnectWise Manage integration:

  • Add Note to Ticket - adds a internal or discussion note to a ticket in ConnectWise Manage.

  • Create an Activity - creates an activity for those scheduled users who have ConnectWise Manage as their writeable calendar.

  • Create a Contact - attempts to find an existing contact in ConnectWise Manage for the client's email address, and creates a new contact if one cannot be found.

  • Create a Schedule Entry - creates a schedule entry for those scheduled users who have ConnectWise Manage set as their writeable calendar.

  • Create a Service Ticket - creates a service ticket in ConnectWise Manage.

  • Move Ticket to a Board and Status - updates the service ticket associated with a scheduling request to move it to a particular board and status.

  • Update Contact Phone Number - updates the phone number of the ConnectWise Manage contact associated with a scheduling request to the number provided by the client.

  • Update Ticket Phone Number - updates the phone number field of a ConnectWise Manage ticket associated with a scheduling request to the number provided by the client.

  • Update Ticket Owner - updates the owner of the ConnectWise Manage ticket associated with a scheduling request to the scheduled user.

  • Update Ticket Status - updates the status of a ConnectWise Manage service ticket.

Office 365 Actions

This action is available in accounts where an Office 365 integration has been connected:

  • Create Office 365 Event - creates an event in the Office 365 calendar of those users who have that set as their writeable calendar.

Microsoft Teams Actions

This action is available in accounts where an Microsoft Teams integration has been connected:

Zoom Actions

This action is available in accounts where a Zoom integration has been connected:

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