Workflows

Action lists and training

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30 articles in this collection
Written by Jason Langenauer
Workflow Actions- ConnectWise Specific

Action: Create a ConnectWise Manage Service Ticket

A workflow action to create a ConnectWise Manage service ticket.
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Written by Jason Langenauer
Updated over a week ago

Action: Create a ConnectWise Manage Activity

A workflow action for creating a ConnectWise Manage activity.
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Written by Jason Langenauer
Updated over a week ago

Action: Update ConnectWise Manage Ticket Status

A workflow action to update the status of a ConnectWise Manage ticket.
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Written by Jason Langenauer
Updated over a week ago

Action: Move a ConnectWise Manage Service Ticket to a Board and Status

A workflow action to move a ticket to a specific board and status
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Written by Jason Langenauer
Updated over a week ago

Action: Create a ConnectWise Manage Schedule Entry

A workflow action for creating a ConnectWise Manage schedule entry.
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Written by Jason Langenauer
Updated over a week ago

Action: Add a Note to a ConnectWise Manage ticket

A workflow action for adding notes to CWM service tickets
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Written by Jason Langenauer
Updated over a week ago

Action: Create a ConnectWise Manage Contact

A workflow action for creating a ConnectWise Manage contact.
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Written by Jason Langenauer
Updated over a week ago

Action: Update Phone Number on a ConnectWise Manage Ticket

A workflow action to update the phone number on a ConnectWise Manage ticket.
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Written by Jason Langenauer
Updated over a week ago

Action: Update Phone Number on a ConnectWise Manage Contact

A workflow action for updating a ConnectWise Manage contact.
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Written by Jason Langenauer
Updated over a week ago

Action: Update ConnectWise Manage Ticket Owner

A workflow action to update the owner of a ConnectWise Manage ticket.
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Written by Jason Langenauer
Updated over a week ago