October 7, 2022 - ConnectWise Manage Agreement Sync

On this week's open mic we'll take you through automating agreement syncs with Rewst! We get under the hood on dynamically populating line items in agreements in ConnectWise Manage as well as the associated form, trigger and workflow.

As always, we'll open it up for Q&A from the community to complete the call!

Contents of the recording

Contents of the Call

This call is for people who are: Interested in building their own workflows Wanting to stay on top of new developments Just want to learn more about Rewst and participate in the community We will talk about the platform, news, some training, and any Q&A. As always, feel free to unmute and interrupt us, this is an interactive call! ​

How to get help from the ROC

How to get help - Engage the ROC in Slack - Email support coming soon! - [FUTURE] Live chat in the app - Would this be helpful to people? - Documentation - https://rewst.help - Feature Requests - https://rewst.canny.io/

Updates for the week

Learning Topic

Demos

• Agreement management

• Forms

• Options Generators

Show & Tell

• Devin Scholl

  • Campaign Group Notifications