Integrate PhoneBurner with ConnectWise PSA using AI Agents

Appy Pie Automate allows you to automate multiple workflows between PhoneBurner and ConnectWise PSA

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About PhoneBurner

PhoneBurner is an outbound sales dialing platform that boosts team efficiency and transparency by increasing real client encounters.

About ConnectWise PSA

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.

ConnectWise PSA Integrations
Connect PhoneBurner + ConnectWise PSA in easier way

It's easy to connect PhoneBurner + ConnectWise PSA without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Trigger when contact moved to a specific folder.

  • New Contact Instant

    Trigger when contact moved to a specific folder.

  • Updated Contact

    Trigger when contact moved to a specific folder.

  • New Territory

    Triggers when a new territory is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

  • New or Updated Project

    Triggers when a new project is created or updated.

  • New or Updated Ticket

    Triggers when a new ticket ticket is created or updated.

  • Actions
  • Create Contact

    Creates a new contact.

  • Create or Update Contact

    Creates a new contact or update a existing contact.

  • Create Company

    Creates a new company.

  • Create Contact

    Create a Contact.

  • Create Ticket

    Create a Ticket.

  • Create Ticket Note

    Create a Ticket Note

  • NOP

    Nop Connectwise

  • Update Company

    Update a company.

  • Update Ticket

    Update a Ticket.

How PhoneBurner & ConnectWise PSA Integrations Work

  1. Step 1: Choose PhoneBurner as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ConnectWise PSA as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PhoneBurner to ConnectWise PSA.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:40 am
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