autotask psa

  1. TahdenHerra

    Call Journalling Recording Multiple Times?

    I have been working on the AutoTask CRM and integrating with 3CX, I have been able to successfully pull up contacts, Report Calls, Report Chats. All of this works within the CRM Template Application. However, when I import it into 3CX and make a test call, I see multiple entries created for the...
    • TahdenHerra
    • Thread
    • autotask autotask psa crm template
    • Replies: 2
    • Forum: Other

  2. Autotask CRM & 3CX - Call Journaling

    In relation to the forum post: https://www.3cx.com/community/threads/autotask-new-rest-api-integration.74665/#post-342347 Shout out to Chris Ellsaesser for sharing the template and notes. Regarding post 9: This script uses user impersonation based on the extension listed in the Autotask...
    • bnichols_
    • Thread
    • autotask autotask psa crm integration
    • Replies: 5
    • Forum: Other

  3. 3CX + Autotask

    Hi all, we use Autotask as our PSA and would like to integrate it with 3CX. I was able to get started based on a template posted by Chris Ellsaesser (Autotask new REST API Integration | 3CX - Software Based VoIP IP PBX / PABX), but I have been running into issues with Call Journalling. No matter...
    • exn3cxjam
    • Thread
    • api crm integration autotask psa
    • Replies: 6
    • Forum: Other

  4. Autotask PSA, need help

    Hi, Does anyone have any experience by connecting 3CX to Autotask PSA? I did read the manual, but I am not sure if it is possible to get the integration working as the way I would like. Is there any possible way to open a ticket when someone calls? If number is found in Autotask open ticket...
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