This process will sync customers from e-automate to Autotask. This alert is in development.
Jump to: Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Our AutoTask sync will mirror our ConnectWise sync. There will be 5 modules, Customers, Contracts, Sales Orders, Tickets and Moving Calls. If you currently using Autotask, please let us know where you store the e-automate customer number in Autotask.
Run Schedule: Every 15 minutes
Type of Output: Sync
* * *
Sample
Sample
Alert in development, samples to come.
* * *
Variables
Variables
Alert in development, variables to be determined.
* * *
Alert Functionality
Alert Functionality
Alert in development.
* * *
Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
* * *
Related Alerts
Related Alerts
ID913 - Autotask PSA sync with e-automate - Contracts
* * *
0 Comments