Auto-Create PSA Company When Client Signs Up via Flexpoint
N
Naftuli Herzog
Flexpoint allows us to send a signup link to clients so they can create their own Flexpoint account. After the client completes signup, we currently have to manually create the corresponding company in our PSA (ConnectWise). This adds unnecessary manual work and introduces the risk of delays or data mismatch.
Feature request: when a client creates a Flexpoint account via the signup link, Flexpoint should automatically sync and create the company in PSA if it does not already exist (and link it if it does). This would streamline onboarding, reduce manual steps, improve data accuracy, and keep Flexpoint and PSA in sync from day one.
R
Raul Olave
I second this with HaloPSA and it would tie in perfectly with this:
https://flexpoint.canny.io/feature-requests/p/add-new-client-regsitration-button-to-client-portal-with-redirect-to-payment-ter