autotask

  1. Best architecture for 3CX (hosted) -> Autotask PSA: transcribe, summarise and auto-create/populate tickets? (EU MSP, GDPR)

    ABOUT US / ENVIRONMENT MSP based in the EU. 3CX hosted in the cloud, full licence with AI features enabled. ~50 calls per day. CRM/PSA is Autotask PSA (full licence, including the Ultimate / Cooper Copilot AI tier). WHAT WE WANT TO ACHIEVE For each relevant call we want to automatically end up...
    • NXT GEN ICT
    • Thread
    • autotask azure api text to speech gdrp msp n8n
    • Replies: 3
    • Forum: AI
  2. 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
  3. Jowi

    Connecting 3cx to autotask

    I've tried to make 3cx open a new ticket whenever is got a call. This is what I've tried. so far this is the parameter is used: https://ww##.autotask.net/Autotask/AutotaskExtend/ExecuteCommand.aspx?Code=NewTicket&Phone=[%CallerNumber%] I can see autotask trying to open the window for a brief...
    • Jowi
    • Thread
    • 3cx autotask ticketsystem
    • Replies: 0
    • Forum: Other

  4. 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
  5. accentlogic

    3CX Certification for RMM and PSA platform integration

    3CX is often implemented and supported by IT Solution Providers that use various Remote Monitoring and Management (RMM) and Professional Services Automation (PSA) platforms. ConnectWise Manage is a PSA that 3CX already supports for CRM integration. I would like to see 3CX Instance Manager...
    • accentlogic
    • Thread
    • autotask connectwise psa rmm
    • Replies: 2
    • Forum: Server
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