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Using Custom notifications to integrate with PSA's

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Written by David McCandless
Updated over a week ago

Overe allows you to create notification rules that allow you specify the specific circumstances that email or webhook notifications are generated based on activity occurring in the Microsoft tenants connect to your Overe organization.

You can see how this works in the Product by watching this interactive walkthrough

Creative use of this functionality combined with email forwarding allows you to integrate with PSA who support creation of email tickets based on subject responses.

For example - Autotask Incoming email processing has the following logic for ticket creation :

​Depending on information contained in the Subject line and the first line of the email Body, incoming emails can create

  • Tickets

  • Ticket notes

  • Ticket time entries

  • Project notes

  • Task notes

  • Task time entries

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