February 21st, 2025

πŸš€ New Feature

Enhanced Auto-Pay Rules with Agreement Support

We're thrilled to announce a significant update enhancing Auto-Pay functionality for our partners and users.

This update introduces enhanced flexibility when creating Auto-Pay Rules:

  • βœ… Agreement Names: Partners can now define rules based not only on agreement types but also agreement names.

  • βœ…Expanded Integration Support:

    • For ConnectWise: Compatibility with both agreements and agreement types.

    • For Autotask: Support for contracts and contract types.

This addition ensures precise adaptability to unique business requirements, fostering improved efficiency and a seamless experience across platforms.

We hope this enhancement brings great value to your operations, and we look forward to your feedback.