ConnectWise PSA Integration
C
Colby Thompson
Existing integration is limited (Priority, Board, Assign), would be great if it could make updates further.
Ie:
Voicemails for many companies come in with a certain summary. If MagicAI could update COMPANY as well, similar to how it does so in the prioritization w/ custom rules, this would be great. CW PSA has Work Flow Rules, but are clunky and not "immediate". Other items that would be great to be able to auto-update would be "source".
Andrew Esau
Adding to this as well: Resources & Meetings, but particularly the assignment function in PSA for team-based assignments. This would be a huge boon!