ConnectWise

Introduction

Explore the integration between Autom Mate and ConnectWise, detailing the available actions in Autom Mate for interacting with ConnectWise functionalities.

This document delves into the seamless integration between Autom Mate, a powerful workflow automation platform, and ConnectWise, a software company that provides IT service management (ITSM) and enterprise service management (ESM) solutions designed to streamline and automate IT processes and improve service delivery within organizations. It provides insights into the actions within Autom Mate that empower users to interact with the diverse functionalities offered by ConnectWise.

What is ConnectWise?

ConnectWise is a comprehensive software platform designed to support managed service providers (MSPs) and IT solution providers in managing and automating their operations. It offers a suite of integrated tools that cover various aspects of IT management, including service desk, project management, billing, procurement, and more. Here are soem key features of the product:

  • Service Desk: Provides ticketing and incident management systems to track and resolve customer issues efficiently.

  • Business Management: Provides tools for managing customer relationships (CRM), sales, marketing, and financials.

  • Reporting and Analytics: Provides detailed reports and dashboards for monitoring the health of the business and the performance of services.tly.

Autom Mate Integration with ConnectWise

With the help of Autom Mate, you can integrate your ITSM or ESM softwares with other tools that you are using and Automate the whole processes.

Using the Integration

Credentials

To use ConnectWise actions in Autom Mate, you need to create credentials. Follow these steps:

  1. Access Vault Page:

    • Navigate to the Vault page under the Management section in the left side menu.

  2. Application Credentials:

    • Ensure you are on the Application Credentials tab on the left side.

    • Search for ConnectWise using the filter or manually.

    • Alternatively, click on the "New App Credentials" button at the top left side of the window to create new credentials.

  3. Provide Credentials:

    • Connector Name: Unique name for the connector.

    • Authentication Type: Choose the method you want to connect.

    • ConnectWise Instance URL: Provide the URL of your ConnectWise instance.

    • ConnectWise Client ID: Provide the Client id of the ConnectWise instance.

    • Username: Provide the Company ID and Publick key or Integrator login. For example: 'autommate+Ufdgv345gAVxkiC'.

    • Password: Provide the Private key or Integrator password.

  4. Connect Credentials:

    1. After filling the fields, press on "Test Connect". This option will try to send a API call to "{connectwise_url}/v4_6_release/apis/3.0/service/tickets?pageSize=1" to see if the credentials are working. If you get a success response you can press to the "Connect & Create" button to save the credential.

How To Use Actions

View All Tickets

Description: This action will fetch all the tickets from the environment. If the user provides a specific ticket from the input fields, the action will fetch only the provided ticket.

Usage:

  • Ticket (Optional): Ticket that user wants to fetch.

Action Result: Ticket fields will be fetched.

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