Setup Overview
Setting up the ConnectWise Automate integration involves two main steps:Creating an API User
Set up a dedicated user class and system integrator account with proper permissions for Neo Agent to access your ConnectWise Automate system.
Connecting to Neo Agent
Configure the connection between your ConnectWise Automate system and Neo Agent using API credentials.
Prerequisites
Before starting the integration setup, ensure you have:- Admin Access: Administrator credentials for ConnectWise Automate Control Center
- User Class Management: Ability to create and configure user classes
- API User Creation: Permissions to create system integrator accounts
- Network Access: Ability to configure IP whitelisting if required
What Neo Can Do with ConnectWise Automate
When connected, Neo Agent gains visibility into your scripts and registered devices, enabling powerful automation capabilities:Script Discovery and Execution
Script Discovery and Execution
Neo can browse your entire script library and suggest or execute relevant scripts based on ticket context:
- Automated remediation — Execute scripts to resolve common issues without technician intervention
- Intelligent suggestions — Recommend appropriate scripts to technicians based on ticket details
- Job monitoring — Track script execution status and take follow-up actions based on results
Device Management
Device Management
Access device information and perform management tasks:
- Device lookup — Find devices associated with tickets or end users
- Service management — Start, stop, or restart services on managed devices
- Patch management — View patching status and trigger patch operations
- Hardware inventory — Access device specifications and configurations
Alert and Ticket Integration
Alert and Ticket Integration
Streamline alert handling and ticket workflows:
- Alert clearing — Automatically clear alerts after successful remediation
- Ticket updates — Update PSA tickets with script results and device information
- Escalation handling — Route complex issues to appropriate technicians
Available Actions
Neo Agent can perform the following actions through the ConnectWise Automate integration:| Category | Actions |
|---|---|
| Computers | List computers, get devices, services, drives, patching stats, patch jobs, retired assets |
| Contacts | List contacts, list system contacts |
| Extra Data Fields | Get/update EDFs for locations, computers, clients, and contacts |
| Groups | List groups |
| Network Devices | List network devices |
| Scripts | Schedule and execute scripts on devices |
| Searches | List and execute saved searches |
| Users | List users, user folders, user classes |
| Patch Management | View patch information, schedule patch operations |
Neo Agent uses the ConnectWise Automate REST API to perform these actions. Ensure your API user has the necessary permissions for the actions you want Neo to perform.