Automation Catalog
Explore our comprehensive Automation Catalog designed to transform your business operations. From streamlining workflows to reducing manual tasks, our tailored automation solutions empower Managed Service Providers to optimize performance and maximize ROI.
Client Onboarding
Onboard New Client
Optimize your onboarding process with our master workflow, designed to automate multiple onboarding tasks seamlessly while efficiently managing associated project tickets. Streamline your operations, enhance productivity, and ensure a smooth onboarding experience with our advanced automation solution.
Creates AD users for all MSP technicians
Efficiently create individual user accounts for newly onboarded clients with our automated solution. Simplify user account setup, streamline client onboarding, and ensure a smooth transition with our advanced account creation process.
Create PSA contacts from Office 365
Automatically generate PSA contact records for every active Office 365 user with our streamlined solution. Enhance your system’s accuracy and efficiency by ensuring up-to-date contact records for all active users in Office 365.
Setup RMM Deployment via Group Policy
Automate the deployment of RMM agents with pre-configured Group Policy Objects (GPOs). Streamline your IT management by ensuring efficient, consistent installation of RMM agents across your network through our automated GPO deployment solution.
Setup Rewst Organizational Variables
Automatically generate essential organizational variables for seamless integration with other workflow solutions. Enhance efficiency and optimize your automation processes by creating reusable variables tailored for your business needs.
Configure Monitoring Service Plans
Automatically apply monitoring service plans for all locations in ConnectWise Automate for new clients. Streamline setup, ensure consistent coverage, and optimize service delivery with our automated monitoring plan deployment solution.
Configure Patch Policies
Automatically apply patch policy settings in ConnectWise Automate for new clients. Ensure timely updates, enhance security, and streamline patch management with our automated patch policy configuration solution.
Enable Asset Sync
Automatically configure the ConnectWise PSA Plugin in ConnectWise Automate to sync assets from your RMM to the PSA as configuration items. Streamline asset management and ensure accurate data synchronization with our automated plugin configuration solution.
Client Offboarding
Export IT Glue Data
Automatically generate a download link for an IT Glue export and seamlessly attach the link to the corresponding service ticket. Streamline documentation offboarding and improve service efficiency with our automated download link creation process.
Remove Client from IT Glue
Automatically remove client records from IT Glue with our efficient deletion process. Keep your documentation platform organized and up-to-date by seamlessly deleting outdated client data from IT Glue.
Set all PSA Contacts to Inactive
Automatically list all PSA contacts for offboarded clients and set non-primary contacts to inactive. Streamline your offboarding process and ensure accurate contact management with our efficient automation solution.
Set all PSA Configs to Inactive
Automatically list all PSA configurations for offboarded clients and set them to inactive. Simplify client offboarding and ensure accurate configuration management with our automated PSA config deactivation process.
User Management
Create Office 365 User
Automatically create new users in Office 365 and assign the appropriate licenses. Simplify user onboarding and ensure efficient license management with our automated Office 365 user creation and licensing solution.
Create AD User
Automatically create new users in Active Directory or Entra ID. Streamline user provisioning and improve efficiency with our automated solution for Active Directory and Entra ID user creation.
Remove Office 365 Licensing
Automatically remove Office 365 licenses from terminated user accounts. Streamline deactivation processes and optimize license management with our automated Office 365 license removal solution.
Create Google Workspace User
Automatically create new users in Google Workspace. Streamline onboarding and improve efficiency with our automated Google Workspace user creation solution.
Convert User Mailbox to Shared Mailbox
Automatically convert offboarded user mailboxes to shared mailboxes and assign shared users. Simplify offboarding and enhance collaboration with our automated mailbox conversion and user assignment solution.
Remove User from Security Groups
Automatically list all group memberships and remove the user from each. Streamline offboarding and ensure accurate access control with our automated group membership removal solution.
Remove Office 365 Mailbox Permission
Automatically remove Office 365 mailbox permissions to ensure secure offboarding and accurate access control. Streamline permission management with our automated mailbox permission removal solution.
Remove Google Workspace User
Automatically remove users from Google Workspace to streamline offboarding and ensure secure account deactivation. Simplify user management with our automated Google Workspace user removal solution.