Auto-Pay Rules Based on Agreement Names for Autotask and ConnectWise

The AutoPay Rule Enhancement expands functionality by allowing partners to create AutoPay rules based on agreement names, in addition to agreement types. This update supports partners with specific business rules tied to individual agreements. Integrated with Autotask and ConnectWise, the enhancement ensures agreement names are retrievable, selectable, and processed accurately, with a refined UI for easy rule creation and management.

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Status

πŸš€ Shipped

Board
πŸ”—

Integration

Date

About 1 year ago

Author

Linear

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