ConnectWise Manage
Use Flowgear's pre-built connector to integrate with ConnectWise Manage
Product description
ConnectWise Manage is a business process automation platform that allows your business to sell, service and support technology more efficiently and in a more streamlined way.
Automate the flow of information between ConnectWise Manage and your accounting software.
Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!
Frequently used with
Popular examples and use cases
Process invoices & credit notes | Set payment dates on ConnectWise invoice list for invoices paid in full | Add or remove invoices, credit notes, & payments on ConnectWise Ignore list | Allow for the creation of partial payments against documents in ConnectWise
Benefits of using this connector
- Automatically enable ConnectWise portal access for customers who have active agreements
- Keep financial information in sync
- Automate billing transactions, customer updates
- Manage your collection process, credit notes and write-offs in your accounting system
- Schedule sending of original invoices and credit notes from ConnectWise, and statements from accounting system
Shared workflow examples
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