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.
Map User OneDrive
Automatically map OneDrive accounts to new users during the offboarding process. Simplify data transfer and ensure continuity with our seamless OneDrive account mapping solution.
Create Egnyte Users and Add to Groups
Automatically create Egnyte users when licenses become available and assign them to Egnyte groups. Streamline user onboarding and group management with our automated Egnyte user creation and group assignment solution.
Create Jumpcloud User
Automatically create new user accounts in JumpCloud. Simplify onboarding and improve efficiency with our automated JumpCloud user account creation solution
Remove Jumpcloud User
Automatically remove users from JumpCloud to streamline offboarding and ensure secure access management. Simplify deactivation with our automated JumpCloud user removal solution.
Monitoring
Azure Enterprise App Renewal
Automatically check for expiring Enterprise App credentials and generate new ones to ensure continuous access and enhanced security. Streamline credential management with our automated credential renewal solution.
Dark Web Alert Processing
Automatically verify if a user is licensed, active, and receiving emails. Enhance efficiency and ensure accurate user management with our automated user status and license check solution.
Datto Screenshot Verification Processing
If screenshot verification fails, automatically schedule a system reboot during the next patch window. Ensure system reliability and streamline troubleshooting with our automated reboot scheduling solution.
Disk Space Alert Processing
Automatically run a disk cleanup script in ConnectWise Automate (CWA) in response to disk space alerts. Optimize storage management and prevent performance issues with our automated disk cleanup solution.
SaaS Alerts Ticket Processing
Automatically process specific SaaS Alerts notifications to enhance security and streamline incident response. Improve efficiency with our automated SaaS Alerts management solution.
M365 Conditional Access Policies Audit
Automatically audit conditional access policies for country blocking and multi-factor authentication (MFA). Enhance security and ensure compliance with our automated conditional access policy audit solution.
Datto Ticket Processing
Automatically close SaaS Protection tickets after a successful backup or when a device comes online. Streamline ticket management and improve efficiency with our automated ticket closure solution.
Datto Cloud Continuity
Automatically generate tickets for Cloud Continuity backups that haven’t occurred in 48 hours. Ensure data protection and streamline issue resolution with our automated backup monitoring and ticketing solution.
Datto Missing Drives
Automatically search Datto devices for servers with drives excluded from backups. Ensure comprehensive data protection and avoid gaps in coverage with our automated Datto device backup audit solution
Sophos Firewall License Expiration
Automatically check Sophos for upcoming license expirations. Stay proactive and maintain security with our automated Sophos license expiration monitoring solution.
SmileBack
Automatically post Smileback feedback results to Microsoft Teams. Enhance team collaboration and quickly address customer satisfaction with our automated Smileback results integration for MS Teams.
Check Network Device Status
Leverage a master or ‘probe’ device to ping network devices and verify their up/down status. Enhance network monitoring and ensure real-time connectivity checks with our automated device status verification solution.
Integrations
Datto BCDR
Authenticate seamlessly to Datto BCDR APIs for efficient workflow building. Streamline automation and enhance data protection processes with our Datto BCDR API integration solution.
Addigy
Seamlessly authenticate to Addigy for streamlined workflow building. Enhance automation and improve IT management with our Addigy API integration solution.
SaaS Alerts
Effortlessly authenticate to SaaS Alerts APIs for building custom workflows. Enhance security automation and streamline incident response with our SaaS Alerts API integration solution.
SmileBack
Seamlessly authenticate to SmileBack APIs for building custom workflows. Enhance customer feedback management and automate insights with our SmileBack API integration solution.
Threatlocker
Effortlessly authenticate to ThreatLocker APIs for streamlined workflow building. Strengthen security automation and optimize policy management with our ThreatLocker API integration solution.
ID Agent Dark Web
Seamlessly authenticate to ID Agent Dark Web APIs for building powerful workflows. Enhance cybersecurity automation and protect against threats with our Dark Web API integration solution.
Maintenance
AppGate Upgrade
Automatically create tickets, check for available updates, and initiate updates via ConnectWise Automate upon link click. Streamline update management and ensure system efficiency with our automated ticketing and update solution.
Office 365 to KnowBe4 Sync
Automatically sync non-Active Directory clients with KnowBe4 for seamless security training and awareness management. Enhance compliance and streamline user synchronization with our KnowBe4 integration solution.
Sophos Firewall Updates
Automate quarterly firewall updates for Sophos to ensure optimal security and performance. Keep your network protected with our streamlined Sophos firewall update solution.
Google to KnowBe4 Sync
Automatically sync Google Workspace users with KnowBe4 for seamless security training and phishing awareness. Streamline user management and enhance security compliance with our Google Workspace and KnowBe4 integration solution.
Sync Contacts from CW Manage to HubSpot
Automatically sync ConnectWise Manage contacts to HubSpot for seamless CRM integration. Enhance marketing and sales alignment with our Manage to HubSpot contact synchronization solution
Check Office 365 CW Manage Email Connectors
Automatically check email connectors for ConnectWise Manage to ensure smooth communication and system functionality. Enhance email management and prevent issues with our automated email connector monitoring solution.