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TimeZest

Niamh Ferns Updated by Niamh Ferns

Overview

We do not provide a native integration between TimeZest and DeskDirector yet. Based on our discussion with TimeZest team, an integration will be looked into in the future if a need arises. However, there are still options on how we can approach integrating TimeZest's scheduling into DeskDirector.

Understanding Our Approach

From our tests, we see 4 parts of the TimeZest scheduling URL:

  • The static TimeZest domain (e.g. https://deskdirector.timezest.com)
  • The tech's name slug (underlined red)
  • The appointment type slug (underlined yellow)
  • The ticket number (underlined blue)

The slugs can be easily populated multiple ways in DeskDirector, depending on how you want to use/trigger the scheduling.

TimeZest-DeskDirector Integration Example

Using Tech Portal Macros -

  1. Create a macro for each appointment they have with TimeZest. The [srnumber] slug can be easily replaced with the "Ticket ID" macro token.
  2. The macro can then be easily used when adding a note/time entry on a ticket, and the Ticket ID will be automatically populated

Here is a screenshot showing the Macro I created in action:

Webhook + Macro Approach

This is a more advanced way is combining webhooks with Macros.

  • Macros + Webhook: this can be used to leave a canned response on the ticket, then the webhook (possibly calling an MS Power Automate workflow) can be used to send out a templated email containing the scheduling link:
  • Forms + Flow: form(s) can be added to an existing ticket (called inline forms/task forms) and can be used to tie up with TimeZest's scheduling. You can create a form that mimics a booking form, with fields like the technician available for booking, duration, and time slot. Our Flow connector can read each field from a form submission, and this can be used to generate the booking in TimeZest.
Note: These integration options are based on what we have tested so far. You may know TimeZest better than we do, and we'd love to know how you integrated it into your DeskDirector instance, so we can add it to our integration.

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