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Email to Activity Connector for ConnectWise

This project received 3 bids from talented freelancers with an average bid price of $767 AUD.

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Project Budget
$250 - $750 AUD
Total Bids
3
Project Description

We want to create an email connector for the Connectwise PSA System, it will allow an email to be sent to an address and then an activity created and matched to a contact (client) on the variables:

Company

Contact

Phone

The information in the email can contain any of the following:

Company

Contact

Phone

Subject

Opportunity

ticket

Agreement

Status

Type

Assignment

Date

Time Start

Time End

Reminder

Where

Campaign

Notes

And all of this would be mapped through to the activity that was created.

As an instance, you could have an email sent that was

from: address at address dot com

to: address at address dot com

subject: new activity

body: This is some test notes for a new activity, Open, Onsite, 15 minutes, [url removed, login to view],[url removed, login to view]

it would be parsed and the output would be templated to

from: {email}

to:

subject: {subject}

body: {notes}, {status}, {where}, {reminder}, {time_start},{time_end}

This could be arranged and changed with the variables put into any place necessary to allow it to work.

Skills Required

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