What's new at Intuist

If you run a managed-services practice, your tickets rarely live in just one place. Maybe your techs work in one PSA while a partner, a master MSP, or an acquired team runs another — and keeping the two in sync is somebody's least favorite job. Today that somebody can be a Veda.

Kaseya BMS is now a first-class integration on the Intuist platform, sitting alongside ConnectWise Manage. Connect a BMS tenant to any Veda and it can search tickets, pull full ticket detail, post updates, and resolve tickets with a closing note — all against the live BMS v2 REST API.

What's in the box

• 🔍Full ticket access. Search, read, create, and update tickets in your live BMS tenant — no exports, no stale mirrors.
• ✅One-step resolve. Close a ticket with its resolution note in a single action, so status and context land together.
• 🔐Validated on connect. Enter your tenant and a dedicated API service account, and we probe the live API the moment you save — you see a real ✅ or the actual error, never a silent misconfiguration.
• 🤝Plays well with ConnectWise. Pair both PSAs in one Veda to keep tickets in step across systems — close it in one, and the matching ticket resolves in the other, note included.

Why it matters

Cross-PSA drift is more than an annoyance — it's missed SLAs, noisy KPI alerts, and partners chasing tickets that were finished a week ago. A Veda watching both sides turns that standing chore into something that just happens, with every action logged and reviewable.

Connecting Salesforce to a tool has always been a project. A connected app. A client secret. Scopes, a security review, a callback URL, and — inevitably — a Slack to your Salesforce admin that sits unanswered for three days. By the time you're connected, the momentum that made you want to build something is gone.

We just deleted that entire detour. Salesforce is now a one-click integration in every Veda. Open any Veda's integrations panel, click Connect Salesforce, approve on the standard Salesforce screen, and you're live on your real org — opportunities, accounts, leads, custom objects, all of it. No app to register. No keys to paste. No admin in the loop.

How it works

• 🔌Click Connect. Pick Salesforce in any Veda. Nothing to register, nothing to configure.
• ✅Approve in Salesforce. The standard OAuth screen — sign in, approve, done. Scoped to read and write your data through the API.
• 📈Build on live data. Query opportunities with SOQL, update deals, create leads. Grounded in your real CRM — not a stale CSV you re-export every Monday.

It works across orgs, too

The same one-click flow connects your org and your customer's — with zero setup on our side. Under the hood it's a packaged, org-dependent connector with PKCE, so agencies, MSPs, and anyone building for clients get the same frictionless connect across every org. No per-customer engineering, no copies of a connected app floating around.

Meet the first Veda built on it: Pipeline Pulse 📈

To show what "live CRM in twenty seconds" actually unlocks, we built Pipeline Pulse — this week's Template of the Week and the newest member of our Pulse family (sibling to AI Pulse). Connect Salesforce and it turns your pipeline into a daily heartbeat:

• ☀️A morning briefing — what closed, what slipped, which deals went quiet, and the three calls to make today.
• 📡An at-risk radar — overdue close dates, deals pushed twice, accounts gone silent — ranked by what it'll cost you.
• 💬Ask anything — "Q3 pipeline by stage," "stuck deals over $20k," "Acme's open opps" — answered from your live data, no saved searches.
• ✍️One-tap action — draft the follow-up, log the next step. You stay in control; nothing sends without you.

Publish a Veda, flip one toggle, and end-users can install it as an app on macOS, Windows, iOS, or Android. One click. The Veda lands on the dock or home screen with its own icon and launches in its own window — no browser tabs, no address bar, no chrome. Same Veda you built, but now it has a permanent home alongside Slack, Notion, and Linear.

How it works

• 🎚️Flip the toggle. In Go Live → App Icon, enable "Make this Veda installable." Off by default — install is opt-in per Veda.
• ✨Pick (or generate) an icon. Open the App Icon Studio: use the auto-generated default, upload your logo, or let AI render three on-brand variants.
• 📲End-users install in one click. A floating Install pill appears on your published Veda. Click → native OS install dialog. Done.
• 🚀Launches like a real app. Standalone window, dock icon, your branding throughout. No browser chrome — just the Veda.