Enable Integrations or automations with these events of Email and connectwise manage
Ask someone to review or approve a step and capture their response via action buttons
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Email and connectwise manage accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in connectwise manage (or vice versa).
Absolutely. You can customize how Email data is recorded in connectwise manage. This includes choosing which data fields go into which fields of connectwise manage, setting up custom formats, and filtering out unwanted information.
The data sync between Email and connectwise manage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Email and connectwise manage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn MoreConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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