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Zoho KB - Claude Integration
We have integrated the Zoho KB into our Claude instance, so you can ask Claude KB-related questions. Here’s how to enable this integration on your end: First, go to settings. Click on “Connectors.” Click the ZohoMCP connector. When you click it, ...Workflow: Offboarding a Customer
Create a new ticket Select "Administrative Change/Request" as the ticket category From the checklist library, choose "[OFFBOARDING] Offboard Managed Services Customer" Fill in required information If applicable: Send scheduling link to ticket contact ...Workflow: Adobe Apps Request
Users can request to be connected to a team (customer) as well as be assigned a license in Adobe. When the request comes in, a ticket will be automatically created (this is pending as of 6/23 - as of right now, an email gets delivered to the info@ ...Power Automate: Autotask Forms New Contact Form to Ticket Note and MailerLite
Triggers when a new email arrives in newcustcontact@geekgirlsit.com Extracts the ticket number and formats the body for the Autotask email Forwards the submission to Autotask as a ticket note Checks if the submission has yestonewsletter If yes, ...Web Site Security
Plug-in updates and installations are blocked in the wp-config.php file. To update or install a plug-in, change this value to false: define('DISALLOW_FILE_MODS', true);
Popular Articles
Unsupported Products and Services
Rabbit Hole Products Products we won’t agree to work on, unless it is to assist client in switching to a better product. Earthlink email service or software Mac Mail app (workstation application; we will provide limited support for the iPhone app) ...Questions Prospective Customers Ask and How to Respond
If customer asks where we're located: It's ok to say our headquarters is in Teaneck, but our technicians travel within Manhattan / North Jersey / parts of Westchester and Rockland counties. If customer asks if they can visit us: We do not have a ...How to Handle a Customer Missing or Calling in Late for a Remote Appointment
If the user doesn't call within ten minutes of the appointment time, Tech should set ticket status NO-SHOW: remote customer. (A workflow rule will fire causing an email to be sent to the ticket contact informing them they missed the appointment.) If ...Approved products
Supported Products Email Outlook Backup apps for RMM clients NYGG Backup Service Axcient QuickBooks Last three years only QB OnlineAuthorization and Payment Policies and Instructions
Only administrative personnel should ever discuss billing-, pricing- or payment-related with customers. Getting Credit Card Authorization Without Actually Billing the Customer After getting written permission, to get cc authorization without actually ...