Adaptive Insights and Connect Wise integrations and automations

Do everything in one place

Customize your Adaptive Insights and Connect Wise integration with the following triggers and actions.

Triggers

When this happens…

Connect Wise
  • New ticket
    New Ticket in Connectwise
  • New/Updated ticket
    New/Updated Ticket in Connectwise

    • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights

    • Any other action you can think up

Connect Wise
  • Create record
    Create record in Connectwise
  • Custom action
    Custom action in Connectwise
  • Delete record
    Delete record in Connectwise
  • Get record details by ID
    Get record in Connectwise
  • Search records
    Search records in Connectwise
  • Update record
    Update record in Connectwise

    • Any other action you can think up

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