Integration for eAutomate
March 21, 2023
Integration for Autotask
March 21, 2023
CrushBank connects to your organization’s ConnectWise Manage instance and gives you the option to bring over the following data and search against it using CrushBank:
- Tickets
- Configurations
- Configuration Documents
- Knowledge Base Articles
- Locations
- Contacts
- Passwords (Option to show or hide within CrushBank)
You also have the option to filter what you bring into CrushBank using the following filters:
- Company Type
- Company Status
- Service Board
The ConnectWise integration with CrushBank includes an embedded front-end search in the form of a pod in the ticket view of ConnectWise Manage. This allows the technician to get suggestions from CrushBank on how to resolve a ticket without ever leaving the ticket view. The query is built automatically based on the details of the ticket that the technician is working on.
Permissions are brought over for each user as well at the business unit, service board, and location level, ensuring that CrushBank users can only access documents in CrushBank that they have access to in CW.
Aside from data capture and search, the CrushBank ConnectWise integration offers the following workflow automation tools.
- Solved Ticket Workflow
- No Good Data Workflow
- Ticket Classifier
- Ticket Budgeter
- Answer
For more information on the deployment of this integration:
https://support.crushbank.com/knowledge/integration-documents#connectwise