ConnectWise Automate Integrations

Contacts vary significantly in their nature, and we recognize that some can lead to intricate relationships. Aritic Sales offers a versatile and skillful approach to forge connections with diverse contacts, seamlessly integrated within the CRM platform. For example, it's possible to associate a contact with an unrelated business if that alliance could expedite the purchasing process. By utilizing Aritic Sales CRM software, you can attain a comprehensive 360-degree perspective on both macro and micro levels, enabling you to pinpoint deals—whether they are open, won, or lost—set crucial milestones, monitor customer interactions, and assess conversion probabilities. The system automatically captures new leads from all your channels, allowing you to oversee customer journeys, track real-time data, and intelligently manage and foster relationships to maintain a robust sales pipeline. This suite of advanced sales CRM features ensures you have everything necessary for a seamless funnel management process and a highly efficient sales cycle. Ultimately, Aritic Sales empowers you to optimize your sales strategies and enhance customer engagement like never before.

Aritic Desk provides real-time performance insights by analyzing various ticket attributes, the agents involved, and time tracking metrics. Avoid the limitations of manual reporting to evaluate your team's performance for each client or agent. Foster and enhance teamwork through instant chat support systems. Say goodbye to pseudonyms and generic response templates; engage authentically with your clients and agents to deliver truly relevant solutions. Ensure that communication is seamless by allowing your agents and clients to interact in their preferred languages, as the language widget becomes accessible once the app is installed. Delve into comprehensive analyses of each profile, starting with ticket creation statistics, the individuals responsible for them, and their current status. Utilize filters to extract precise information, such as identifying which agents are most active in ticket creation and client engagement. Aritic Desk is equipped with a plethora of features designed to streamline the management of your online customer interactions, ultimately leading to enhanced customer satisfaction. By leveraging these tools, businesses can better understand their service dynamics and elevate their support strategies.

Elevate your communication experience with Aritic Swarm, where traditional messaging transforms into an interactive platform featuring text formatting, emojis, and seamless sharing that fosters internal team collaboration. This tool enables your entire team, as well as cross-functional teams, to work more efficiently and accelerate business growth. Instantly share media, videos, and files directly from your computer with anyone, enhancing the speed of information exchange. Move beyond simple one-on-one conversations by creating group chats, initiating video calls, and utilizing various text formats such as bold and italics. Turn your discussions into tangible actions by creating and assigning tasks within Aritic Swarm rooms, thereby pushing your team towards smarter collaboration. If you appreciate marking important messages in your inbox, Aritic Swarm offers a similar feature that allows you to tag and save crucial discussions for future reference, helping you easily pick up where you left off. Additionally, Aritic Swarm Meetings ensure compatibility across both mobile and desktop devices, making it a versatile choice for all users. With this comprehensive messaging solution, your team will not only communicate better but also collaborate more effectively to achieve shared goals.

Bocada provides a single dashboard that allows for automated backup operations oversight, asset preservation, and compliance reporting. Backup Monitoring: Monitor past and current backup performance trends using built-in, configurable reports. Pre-configured report templates can be saved, scheduled to run at the time you prefer, and then automatically distributed to key stakeholders. Compliance Oversight: Create backup audits for any period, geography or server group in minutes. To show auditors that your data protection metrics are met, you can use a completely independent solution. Asset Protection: Protect valuable resources in your IT environment by automating unprotected asset detection, failure alerting and unusual backup behavior detection. Keep your eyes open for issues that could impact data integrity. Workflow Automation: Automate your remediation workflows by eliminating manual touch points and using automated failure ticketing.

Zynk offers the capability to integrate with a diverse array of systems and services. Specializing in robotic process automation software for the fintech and eCommerce industries, Zynk empowers users without any coding expertise to create workflows that facilitate the automation of various business processes traditionally handled by humans, including data entry, data migration, dashboards, reporting, business alerts, and more. Numerous tasks, from routine chores to mission-critical operations, are currently performed manually, often without much thought. With Zynk's workflow platform, you can automate tasks such as generating reports, dispatching customer statements, sending invoices, monitoring stock levels, and transferring data between systems, among others. By utilizing Zynk's solutions, businesses can streamline these processes, which ultimately saves our clients thousands of hours previously spent on manual tasks. This automation not only enhances efficiency but also allows internal teams to focus on key areas of the business, particularly improving customer service and other human-centric activities. Embracing Zynk means investing in a smarter way to manage your operations while elevating the overall productivity of your workforce.

We provide MSPs with privileged access management, including the protection of customer admin accounts and the security of their customers' identities. CyberQP believes that MSPs can be the only solution for small and medium business cyber security problems. We take our partnership with MSPs very seriously. Create accounts and passwords when technicians need them, with zero-standing privilege and advanced security. Automate tasks, manage admin and service accounts, and automate tasks across environments. Verify the identity of those who call your helpdesk in less than 30 second to protect organizations from internal and outside threats. Your MSP technicians can manage and control who is granted privileged access during specified time periods. MSPs can find it difficult to discover admin accounts and privileged access across their customer base. Our automation makes it easy.

TechGrid serves as a comprehensive platform that links businesses with a network of certified Tech Service Providers (TSPs) and partners, facilitating the seamless provision of IT solutions. You have the option to present your entire range of services in As-a-Service bundles, which automatically compute hardware, services, support, and financing alternatives. By responding to a few straightforward questions, you can see your bill of materials created in real-time, thanks to our innovative BOM automation tool. This tool not only enhances your efficiency but also allows you to expedite the proposal process, enabling your customers to easily sign and accept offers. Ultimately, TechGrid empowers you to close more deals swiftly while providing a streamlined experience for all parties involved.

Utilizing API integrations from your current tools, ensure that your controls are properly implemented and operational across all cyber assets. Our diverse clientele spans various sectors, including legal, finance, non-profits, and retail. Many prominent organizations rely on us to identify and safeguard their critical cyber resources. By connecting to your existing frameworks through API, you can establish a precise inventory of devices. In the event of issues, the workflow automation engine can initiate actions via a webhook, streamlining your response. ThreatAware offers an insightful overview of the health of your security controls in a user-friendly layout. Achieve a comprehensive perspective on the health of your security controls, no matter how many you are monitoring. Data generated from any device field enables you to efficiently categorize your cyber assets for both monitoring and configuration tasks. When your monitoring systems accurately reflect your real-time environment, every notification is significant, ensuring that you stay ahead of potential threats. This heightened awareness allows for proactive security measures and a stronger defense posture.

An integrated solution for automated discovery, documentation, password rotation, and diagram creation. Rely on us to handle site assessments. The Network Glue collector identifies every device on your clients' networks, regardless of the manufacturer. It also uncovers Active Directory setups, detailing the AD role for each workstation and server while seamlessly importing AD users from both on-premises and hybrid infrastructures. No more overlooked devices or missing user data. All network devices, alongside user information from Azure AD and Active Directory—be it cloud, hybrid, or on-premises—are systematically documented and refreshed in IT Glue. This also encompasses virtual network components for Hyper-V and VMware environments. Recognizing that not everyone has a knack for design, let Network Glue create intricate network diagrams on your behalf. With distinctive icons that facilitate quick understanding of network layouts, these diagrams are fully synchronized with IT Glue, ensuring that relevant information is readily accessible when a device icon is selected. Moreover, our solution significantly enhances operational efficiency, allowing IT teams to focus on other critical tasks while maintaining accurate network documentation.

MyGlue serves as your centralized collaboration and intranet hub, establishing a direct pathway for effective communication with end-users. Say goodbye to the risks associated with insecure email correspondence, casual exchanges, and isolated discussions. IT experts are now tasked with overseeing an increasing number of devices, data, and user accounts. By incorporating a collaboration and intranet platform into your toolkit, you can effortlessly and securely distribute IT documentation while working alongside end-users. MyGlue is loaded with functionalities that many will find familiar from IT Glue. From the password vault and checklists to robust security features like audit trails, version history, and SOC 2 compliance, MyGlue equips your end-users with all the necessary tools for effective password and document management. The new MyGlue help center simplifies the process of sharing essential documents, including helpful guides and tutorials. Experience a comprehensive solution for handling communication, documentation, and password management throughout your organization and across all teams, ensuring everyone is connected and informed. This seamless integration can significantly enhance productivity and collaboration within your workplace.

Lifecycle Manager is the only platform for Customer Success—helping MSPs move from reactive support to strategic partnerships with their clients. It provides the visibility, planning tools, and insights MSPs need to lead proactive conversations, show their value, and grow every client relationship. Why become a Lifecycle Manager Partner? Know Every Client Inside and Out: Bring hardware, software, goals, and roadmaps in one place—so you always know where each client stands, where they’re headed, and can lead every conversation with confidence. Build Roadmaps That Drive Clients Forward: Create forward-looking roadmaps that show clients where they’re going—and why. Proactively budget for what’s next and connect every IT recommendation to real business outcomes. Turn Every QBR Into a Strategic Moment: Turn updates into action plans that lead to real decisions. Walk into every meeting prepared with tailored client insights—not generic slides––and leave with buy-in, budget, and clear next steps. See the Risks Before They Become Regrets: Centralized asset visibility and real-time risk insights help you identify aging hardware, expiring warranties, and other blind spots—so you can act early, prevent downtime, and show clients you’re always one step ahead.

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

Tyro EFTPOS offers a quick, straightforward, and secure payment solution. When it comes to serving your customers, every transaction matters, so opt for EFTPOS that enhances your business performance, with choices like Fast Countertop EFTPOS or Mobile EFTPOS available. Expand your payment options by allowing customers to choose their preferred method with a wider range of accepted payment types. With Tyro’s Tap & Save feature, you can minimize your costs while embracing innovation, as it helps reduce payment fees for Tap & Go debit card transactions. This advantageous feature provides least-cost routing for your business, automatically selecting the most affordable methods to process eligible Tap & Go transactions, resulting in an average savings of 8.1% on Merchant Service Fees for Tyro Tap & Save users. Experience the advantage of EFTPOS that connects directly to your systems by linking with over 300 POS/PMS providers through Tyro. Our fully integrated EFTPOS machine software, crafted and updated by our dedicated team of engineers, eliminates the need for middleware, allowing for smoother operations and improved efficiency for your business.

Are you in search of a software solution that can alert you about current events in your business? Have you noticed that your low stock thresholds have been exceeded, a significant order has been made, or a vital customer is nearing their credit limit? The Alerting Software solution from Codeless Platforms alleviates the dependency on employees for monitoring and reporting potential issues by implementing sophisticated monitoring and alerting features across all your business applications. By integrating real-time advanced alerting capabilities into your systems, you can significantly lower your company's financial risks and boost employee productivity. This Notifications & Alerts feature enables you to automatically send out email and SMS messages around the clock, every day of the year. You can easily create both HTML and plain text notifications and alerts with a user-friendly editor, without the need for any coding. Moreover, you can distribute these notifications and alerts through various channels, including email, SMS, or compatible messenger APIs, ensuring your team stays informed no matter where they are. This comprehensive approach to alerting not only streamlines communication but also fosters a proactive environment within your organization.

Datto RMM, a cloud-based remote monitoring platform and management platform that provides MSPs with the ability to secure and reliably manage customers' IT infrastructures, is reliable, modern and reliable. It was designed to reduce complexity, costs, risks, and risk. It includes powerful automation tools and monitoring tools like ransomware detection, patch management and remote control takeover. This allows MSPs to prevent IT problems, respond quickly to incidents, and provide better service to customers. All-in-one, reliable cloud backup and disaster recovery that is image-based. Cloud-to-cloud backup, fast recovery of critical data in Microsoft 365 or G Suite applications. Support for Windows and Mac allows for fast file and folder backups and restores. Secure file sync and sharing with a centrally managed, secure collaboration system. Servers can be quickly and reliably restored using an image-based, all in one business continuity and disaster recovery solution.

The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.

WatchGuard DNSWatch is a cloud-based solution that enhances security through DNS-level filtering, which helps identify and prevent potentially harmful connections while safeguarding both networks and employees from destructive attacks. Critical alerts are analyzed by WatchGuard experts, who provide clear summaries that include in-depth information regarding any potential threats. In instances where phishing is involved and an employee inadvertently clicks a malicious link, DNSWatch swiftly redirects them away from the harmful site and supplies educational resources to bolster their understanding of phishing risks. Since hackers often exploit DNS to launch attacks on unaware targets, monitoring DNS requests proves to be an effective strategy for detecting and thwarting such threats. By incorporating DNS-level filtering into the Total Security Suite, DNSWatch adds an essential layer of protection against malware infections. Additionally, attempts made by users to connect to recognized malicious DNS addresses are automatically blocked, ensuring they are redirected to a secure landing page without any disruption to their experience. This proactive approach not only defends against immediate threats but also educates users, contributing to a more security-conscious workplace.

Asio™ by ConnectWise® stands out as the premier platform tailored for leading IT solution providers. When you require advanced cloud technology that offers limitless scalability alongside exceptional speed and performance, Asio™ is your go-to choice. This innovative platform enables you to address the challenges posed by fragmented systems, tackling issues such as inefficiencies and repetitive tasks. Your organization will transform into a streamlined IT service provider, enhanced by our security-centric approach that elevates your business functions, enhances intelligent monitoring and automation, accelerates innovation, and so much more. Take command of both your operational processes and financial outcomes with Asio™. Boost your business capabilities with a suite of software designed for managed service providers, which includes tools for project management, automation of quotes and proposals, next-generation IT documentation, and real-time analytics. With this exceptional performance, these solutions empower you to navigate effectively on the path toward business excellence. Elevate your service delivery and enhance customer satisfaction with greater ease and efficiency, ensuring that your clients receive the best possible experience.

The era of juggling various applications has come to an end. Chirp was designed to empower customer support representatives by consolidating calls, web chats, emails, and social media interactions into a single platform. With the Chirp JavaScript SDK, users can effortlessly subscribe to Chirp events and perform actions in response, including altering states or initiating calls based on specific web events. Many younger customers gravitate towards live chat due to its expediency. TxChat provides a versatile chat module that seamlessly integrates with your website, allowing you to interact with visitors in real-time. This not only enhances customer satisfaction through personalized offers but also boosts sales conversion rates. The click-to-chat feature allows for direct engagement with potential customers. Additionally, customer support agents benefit from features such as transfer options, canned responses, and the ability to send attachments, which all contribute to delivering quick and effective customer assistance. In a rapidly evolving digital landscape, having such efficient tools at their disposal significantly elevates the support experience.

FlexPoint transforms the payment process into a straightforward and seamless experience, enhancing your cash flow. By automating your billing operations, you can boost efficiency while ensuring timely payments. Say goodbye to tedious manual tasks and simplify the process of receiving payments. The platform allows for complete automation of reconciliation, from invoicing through to deposits. Your clients can enjoy secure online payments, all while you uphold the reputation of your brand. Deliver a billing experience that reflects the high level of customer service you provide. This all-encompassing platform is designed to accelerate your business growth via streamlined payment solutions. With no long-term contracts required, you can enjoy increased predictability in your cash flow and eliminate any unexpected financial surprises through our advanced billing automation features. You can establish tailored rules that facilitate automatic payments for invoices, whether for all clients or selectively for individual ones. This eliminates the cumbersome task of manual payment reconciliation across your various tools, ensuring a more efficient financial workflow. Experience the transformation in your billing processes and enjoy the benefits of enhanced operational clarity.

Explore automation tailored specifically for Managed Service Providers (MSPs) with Rewst, a Robotic Process Automation (RPA) platform designed to seamlessly integrate your existing tools without the need for coding or agents. With its user-friendly visual canvases, you can easily create flows that bridge gaps between tools, enhancing efficiency and reducing the need for additional personnel. As a well-structured MSP, you likely have established IT processes and documentation, yet you may find yourself trapped in a cycle of repetitive manual oversight. Instead of dedicating hours to monitor these processes, let Rewst take charge and automate them for you. The Robotic Operations Center (ROC) is at your disposal, allowing you to design personalized workflows while providing support to navigate any challenges during the automation journey. No matter if you require guidance on utilizing the platform, integrating new features, or kickstarting your workflows, the ROC is committed to helping you realize your automation goals. Each subscription includes ROC support, ensuring that your automation remains efficient and seamlessly connected, allowing you to focus on more strategic tasks. With Rewst, you can finally reclaim your time and optimize your operations like never before.

Our platform automates and streamlines your processes. This saves time, reduces overheads, and improves customer experience and profitability. Emersion integrates with business systems, vendors and distributors, payment merchants, enterprise software platforms, and enterprise software platforms. This allows staff to save time and ensure accurate data regardless of which system they use. Emersion's combination online customer portals, automated events, notifications, order management functionality, and smart invoice templates can transform customer experience into competitive advantage. Making small changes to your billing processes can have a significant impact on cash flow and profitability. Emersion works in real-time. There are no batch processes or waiting for data to refresh.

Utilize playbooks to achieve rapid value realization and facilitate seamless scaling as your organization expands. Tackle typical everyday issues such as phishing and ransomware by implementing ready-to-use use cases, which include playbooks, simulated alerts, and instructional tutorials. Develop playbooks that integrate the various tools essential to your operations through an intuitive drag-and-drop interface. Furthermore, streamline repetitive processes to enhance response times, allowing team members to focus on more strategic tasks. Ensure effective lifecycle management of your playbooks by maintaining, optimizing, troubleshooting, and refining them through features like run analytics, reusable components, version tracking, and rollback options. Incorporate threat intelligence throughout each phase while visualizing crucial contextual information for each threat, detailing who took action, when it occurred, and how all the involved entities relate to an event, product, or source. Innovative technology automatically consolidates contextually linked alerts into a unified threat-centric case, empowering a single analyst to conduct thorough investigations and effectively respond to threats. Additionally, this approach fosters continuous improvement of security protocols, ensuring they remain robust in the face of evolving challenges.