ConnectWise

CONNECTWISE RPA™

Streamline complex processes and automate more work

Connect workflows, eliminate repetitive tasks, and give your team more capacity for higher-value work with automation built into the ConnectWise products they already use.

Move from repetitive tasks to connected workflows

Automate routine work

Turn repeatable processes into workflows that run consistently without requiring the same manual steps every time.

Connect your technology stack

Trigger actions across ConnectWise products, Microsoft Teams, and other supported third-party applications to keep work moving between systems.

Automate complex tasks

Use RPA bots to automate repetitive tasks that traditionally require human interaction, including clicks, data entry, and application updates.

Build automation your way

Start with prebuilt workflows, actions, and bots or customize automation around the way your business operates.

Put advanced automation to work where it matters

ConnectWise RMM

Extend automation beyond endpoint management

Combine RMM monitoring, scripting, and remediation with workflow orchestration that can coordinate actions across ConnectWise and third-party systems.

ConnectWise PSA

Turn service activity into automated action

Trigger automation from the workflows your team already manages in PSA and orchestrate processes across tickets, ConnectWise products, and third-party applications.

What could you automate?

Use workflows and bots to reduce manual effort across processes such as:

  • End user onboarding and offboarding flow

  • Ticket updates tied to more complex service delivery tasks

  • Connecting applications within the ConnectWise Platform UI

  • Repetitive administrative tasks

  • Processes that require manual interaction with applications without traditional integrations

Automation that grows with your operations 

Reduce the number of repetitive steps your team must perform, improve consistency across processes, and create more technician capacity without adding more manual work as your business grows.

RPA and advanced scripting capabilities significantly improved operational efficiencies. Tasks that previously took half a day now take a maximum of one hour.

We can take a ticket… and within a few minutes, the creation of that user is completed. This process is saving us 12 to 15 minutes (18+ hours per month) creating new user accounts.

In July alone, the team processed 55 offboarding requests using automated workflows―saving over 165 hours of technician time. It’s all streamlined, all template-based.

Explore the capabilities

RPA Starter


Build and customize workflows using prebuilt templates, actions, and triggers designed to automate common processes across ConnectWise products and Microsoft Teams.

Included with all ConnectWise Platform solutions

RPA Pro


Extend automation across third-party applications, use advanced workflow templates, and automate repetitive interface-driven tasks with prebuilt or custom RPA bots.

Included in select ConnectWise Platform solutions