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Action: Create a ConnectWise PSA Opportunity
Action: Create a ConnectWise PSA Opportunity

A workflow action to create an Opportunity in ConnectWise PSA.

Jason Langenauer avatar
Written by Jason Langenauer
Updated over a week ago

Note: To be updated with the tweaked UI before publication.

The Create a ConnectWise PSA Opportunity workflow action searches for an existing opportunity in ConnectWise PSA associated with the contact, and if one isn't found, it will create a new Opportunity. Where a ConnectWise PSA ticket is associated with the scheduling request, TimeZest will also update it to be associated with the newly-created Opportunity.

When TimeZest is searching for an existing opportunity, it will look for only existing opportunities with the status configured in the action. This is done so that TimeZest will create a new opportunity instead of using an existing one where, for example, the existing opportunity is old, and in a "closed" status.

This action is available when your TimeZest account is connected to ConnectWise PSA.

Configuration Options

This action has the following configuration options:

The name field controls the name of the opportunity created in ConnectWise PSA. In this field, you can insert variables by pressing Shift + {, and TimeZest will substitute the variable with the relevant value when the opportunity is created.

The rating field contains values from the "Opportunity Ratings" setup table in ConnectWise PSA, and the value selected here will be used when TimeZest creates the opportunity. It is also possible to not select a value for this field, and use the default value configured in ConnectWise PSA.

The status field contains values from the "Opportunity Statuses" setup table in ConnectWise PSA, and the value selected here will be used when TimeZest creates the opportunity. It is also possible to not select a value for this field, and use the default value configured in ConnectWise PSA.

The stage field contains values from the "Opportunity Stages" setup table in ConnectWise PSA, and the value selected here will be used when TimeZest creates the opportunity. It is also possible to not select a value for this field, and use the default value configured in ConnectWise PSA.

The type field contains values from the "Opportunity Types" setup table in ConnectWise PSA, and the value selected here will be used when TimeZest creates the opportunity. It is also possible to not select a value for this field, and use the default value configured in ConnectWise PSA.

The campaign field lists existing marketing campaigns configured in ConnectWise PSA, and the value here will be used to associate the created opportunity with that campaign. It is also possible not to select a campaign.

Additional Logic

TimeZest will skip executing this action if there is already a ConnectWise PSA opportunity associated with the scheduling request (for example, via URL-based scheduling).

TimeZest will skip executing this action if there is no ConnectWise PSA Company or Contact associated with the scheduling request, as both these are required to create an opportunity in ConnectWise PSA. This typically means that a Create a ConnectWise PSA Contact action should be used with this action.

TimeZest will also skip this action where no scheduled user for the appointment has a ConnectWise PSA user account (e.g. where everyone is using Microsoft 365 as their calendar) because ConnectWise PSA requires that a user is associated with an opportunity.

TimeZest will also skip executing this action where the ConnectWise PSA integration has been removed.

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