Is there a way to automate our workflow for this?
Hi All,
We are running a hosted version of CW in the cloud.
We have a workflow where it starts off as an opportunity:
- We receive an email to bid on a project from Existing Company A
- We create an opportunity with Existing Company A as the Bill To, new Company B as Ship To
- We schedule a site visit for a technician
- Technician conducts a short site survey by filling out an excel document and emailing back to us
- We create a bid by adding two products to the opportunity : Parts and Labor
- We quote in Sell and export the PDF and email back to Company A for approval along with survey results.
- If we get the approval, we convert the opportunity to a Sales Order and then a service ticket.
- Technician gets assigned a ticket to complete work. They log time, notes and photos.
- We email photos, description of work completed to Company A.
- We email Invoice to Company A.
As you can see this all takes a lot of administrative effort. How can we automate some or all of these workflows? Thanks in advance!
Posted Aug 25, 2020, 2:44 PM UTC
33
Virtually anything is possible via the REST API. It will require some moderately complex development, but can be tailored to you exact specifications.
If that's not an option for you, you'll need to fall back to Connectwise's in-built automation tools - namely workflows.
I can nearly guarantee workflow rules won't have the flexibility to do what you're after.
I would explore building an API application to handle this for you. Connectwise has excellent development documentation (for Manage), so if you have anyone in-house that's got some development chops, it's feasible they could handle this.
If you don't, I would speak with a consultant.
Hope this helps!