Custom Workflows and Process Automation

Overview
Integration
Support

Our powerful workflows simplify your interactions with ConnectWise Manage. They reduce the amount of time it takes to finish recurring tasks, so you can get back to doing the important things faster.

Here are some of the successful workflow automations we’ve created:

Sales Territory Management: When sales teams change, manually updating territories and related teams is time consuming. This updates company territories and teams automatically, and redistributes the team members assigned to your customers based on your company structure.
Opportunity Management and Procedure Enforcement: Keep your sales funnel clean and reliable with an automation that updates stages and expected close dates, or populates default values that were not entered or are invalid.
Product Updates: Keep all products assigned to the correct class and type categories, automatically.
Company Portal Access and Invitation Emails: Automate the onboarding process so that each new client has the appropriate security setup right away and receives credentials with a welcome email.

Sales Tracking: Track items when they sell and automatically create corresponding configuration records. This is particularly handy for tracking renewals and warranty expirations.
Member Cost: Keep your member cost data current and accurate with a script that populates and updates member hourly costs to. Avoid $0.00 cost labor because a member was not set up in time.
Commission Programs: Sales commission programs can be complicated to set up and track. We write scripts and create workflows that reduce the time it takes to calculate commission, and improve the accuracy of that reporting.

Our extensive experience working with ConnectWise Manage means we’re experts when it comes to ConnectWise Manage and data. Extend the power of ConnectWise Manage today with an automated workflow from NexNow.

ConnectWise PSA

Features:

What automation can do for you:

Easily eliminate repetitive, low-value tasks and allocate time for high-value activities.
Vastly improve customer service with faster responses, fewer errors, and better overall communication.
Effectively monitor and update your data to improve reliability and consistency.
Assign, update, adjust, and clean -- automatically

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

Our powerful workflows simplify your interactions with ConnectWise Manage. They reduce the amount of time it takes to finish recurring tasks, so you can get back to doing the important things faster.

Here are some of the successful workflow automations we’ve created:

Sales Territory Management: When sales teams change, manually updating territories and related teams is time consuming. This updates company territories and teams automatically, and redistributes the team members assigned to your customers based on your company structure.
Opportunity Management and Procedure Enforcement: Keep your sales funnel clean and reliable with an automation that updates stages and expected close dates, or populates default values that were not entered or are invalid.
Product Updates: Keep all products assigned to the correct class and type categories, automatically.
Company Portal Access and Invitation Emails: Automate the onboarding process so that each new client has the appropriate security setup right away and receives credentials with a welcome email.

Sales Tracking: Track items when they sell and automatically create corresponding configuration records. This is particularly handy for tracking renewals and warranty expirations.
Member Cost: Keep your member cost data current and accurate with a script that populates and updates member hourly costs to. Avoid $0.00 cost labor because a member was not set up in time.
Commission Programs: Sales commission programs can be complicated to set up and track. We write scripts and create workflows that reduce the time it takes to calculate commission, and improve the accuracy of that reporting.

Integration

ConnectWise PSA

Features:

What automation can do for you:

Easily eliminate repetitive, low-value tasks and allocate time for high-value activities.
Vastly improve customer service with faster responses, fewer errors, and better overall communication.
Effectively monitor and update your data to improve reliability and consistency.
Assign, update, adjust, and clean -- automatically

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

GlassHive

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Avalara

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INFIMA

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CrushBank

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The CrushBank Data and AI platform uses artificial intelligence and machine learning to transform IT support.

Intermedia

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Intermedia makes it easy and profitable for any MSP to offer advanced cloud communications and collaboration solutions that allow customers to take a full office communications suite on the go.