Scalepad Initiative -> Update ConnectWise Opportunity Forecast $
under review
h
haris.michael@stasmayer.com
I'm trying to create a workflow/agent that can do the following.
Take a ScalePad LifeCycle Roadmap Initiative for a client and runs the following check to see if a CW Opportunity already exists matching the name.
If no CW opportunity exists create a CW Opportunity
With the new or existing Opportunity update with the following.
Scalepad -> CW Opp
Onetime Total -> Forecast $ (product)
Recurring Total -> Forecast $ (Recurring)
Quarter -> Expected Close Date
Currently neither have API access to those modules. I was hoping there is enough interest to get this going.
J
Julia Carroll
updated the status to
under review