TimeZest

Jason Langenauer

Johannah Strobaugh

Workflows

Product Announcement: TimeZest's new workflow features.

Announcement: Workflows

Basic concepts for understanding TimeZest's new workflow engine

Introduction to Workflows

Common Workflow Modifications

Get Started with Workflows

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

Tutorial: Adding a reminder to appointments in ConnectWise Manage

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 Autotask Service Calls / Company To-Dos

Setting up Shareable URLs within Workflows for your Autotask integration.

Tutorial: Setting up Shareable URLs inside Workflows for Autotask

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 Office 365 appointments.

Tutorial: Setting a reminder on Office 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

Tutorials

All the actions in TimeZest's workflow engine.

Actions List

A workflow action to send emails using an email template.

Action: Send Email using a Template

A workflow action that closes the scheduling request, preventing scheduling.

Action: Close the Scheduling Request

A workflow action that updates all appointments and online meetings

Action: Update all Appointments and Online Meetings

A workflow action that removes all appointments/online meetings

Action: Remove all Appointments and associated Online Meetings

A workflow action to create a Microsoft Teams Online Meeting

Action: Create a Microsoft Teams Online Meeting

A workflow action to create a Zoom online meeting.

Action: Create a Zoom Online Meeting

A workflow action to create an Office 365 event.

Action: Create an Office 365 Event

Workflow Actions

A workflow action to create a ConnectWise Manage service ticket.

Action: Create a ConnectWise Manage Service Ticket

A workflow action for creating a ConnectWise Manage activity.

Action: Create a ConnectWise Manage Activity

A workflow action to update the status of a ConnectWise Manage ticket.

Action: Update ConnectWise Manage Ticket Status

A workflow action to move a ticket to a specific board and status

Action: Move a ConnectWise Manage Service Ticket to a Board and Status

A workflow action for creating a ConnectWise Manage schedule entry.

Action: Create a ConnectWise Manage Schedule Entry

A workflow action for adding notes to CWM service tickets

Action: Add a Note to a ConnectWise Manage ticket

A workflow action for creating a ConnectWise Manage contact.

Action: Create a ConnectWise Manage Contact

A workflow action to update the phone number on a ConnectWise Manage ticket.

Action: Update Phone Number on a ConnectWise Manage Ticket

A workflow action for updating a ConnectWise Manage contact.

Action: Update Phone Number on a ConnectWise Manage Contact

A workflow action to update the owner of a ConnectWise Manage ticket.

Action: Update ConnectWise Manage Ticket Owner

Workflow Actions- ConnectWise Specific 

A workflow action to create a new Service Ticket in Autotask

Action: Create an Autotask Service Ticket

A workflow action to create a Service Call in Autotask.

Action: Create an Autotask Service Call

A workflow action to create a Company To-Do in Autotask.

Action: Create Company To-Do

A workflow action for adding notes to Autotask tickets

Action: Create a Note on an Autotask Ticket

A workflow action to update the status of a ticket in Autotask

Action: Update the Status of an Autotask Ticket

A workflow action to create a contact in Autotask.

Action: Create an Autotask Contact

A workflow action to update the phone number of a contact in Autotask.

Action: Update the Phone Number of an Autotask Contact

A workflow action that updates the primary resource of an Autotask ticket.

Action: Update the Primary Resource of an Autotask Ticket

Workflow Actions - Autotask Specific