Manage Duo Phones Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Duo: Manage Phones Crate in our Crate Marketplace.

What does the Manage Duo Phones Crate do?

Duo: Manage Phones is a quick start to automating the drudgery of phone management. Admins can add, remove, and audit phone assignments. Workflows have been included for the following PSAs:

• ConnectWise PSA

• Datto PSA

• Halo PSA

These PSA brands are still in development, but will be added to this Crate's functionality later in 2025.

• ServiceNow

• Kaseya BMS

• Freshdesk PSA

Why use the Manage Duo Phones Crate?

Automate phone number management by streamlining the process of adding, removing, and auditing phone assignments. Reduce your manual efforts, minimize errors, and ensure consistency.

This Crate ensures controlled access and accurate tracking of phone assignments through audit logs and ticket creation.

Crate prerequisites

Before unpacking this Crate, you must have your PSA integrated with Rewst, and have integrated Duo with Rewst.

Unpack the Manage Duo Phones Crate

1. Navigate to Crates > Crate Marketplace in the Rewst platform.

2. Search for Manage Duo Phones.
3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Edit your workflow name in the Workflow Name field, if desired.

7. Add your Time Saved.

8. Under Configure Triggers, make sure that the trigger is enabled for your desired organizations.

9. Click Unpack.

Test the Manage Duo Phones Crate

1. Navigate to Automations > Forms.

2. Search for the form named [Rewst] Duo: Manage Phones.

3. Click ⋮ and select usages.

4. Locate the workflow named [Rewst - CRATE] Duo: Manage Phones.

5. Click View Direct URLs.

6. Click the link that corresponds to your MSP’s organization.

7. Any of the choices under Action will work for your test, but Audit will be the simplest. Choose this option to expose the next sections of the form.

8. Choose Tenants under Audit Scope.

9. Select your relevant organization in the Tenants drop-down selector.

10. Click Submit.

11. If successful, you'll see a green Form submitted successfully confirmation message.

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