ConnectWise Automate Client Management

What problem does it solve?

This Skill streamlines the management of client organizations within ConnectWise Automate, automating tasks related to client creation, updates, and data retrieval.

Core Features & Use Cases

• Client CRUD Operations: Create, read, update, and delete client organizations.
• Location Management: Manage physical sites associated with clients.
• Data Field Management: Handle Extra Data Fields (EDFs) for custom client information.
• Use Case: Onboard a new client by creating their organization, setting up their primary location, and populating custom fields like contract type and SLA level.

Quick Start

Use the ConnectWise Automate Client Management skill to create a new client named 'Example Corp' with address '123 Main St, Anytown, CA 90210'.