ConnectWise RPA

Name: ConnectWise RPA
Brand: ConnectWise

A platform of software & services built for TSPs. Follow us for product updates, company news, business advice and more.

Est 1982|Valuation $1.5B|Raised $6.1B

LinkedIn 225K|Website|Web traffic 1.0M|FTEs 3,409|HQ Tampa, Florida, US

MarketsIT Service Desk (ITSM)Business Process Management (BPM)Workflow Automation Agent Builder Platforms

Published Oct 14, 2026

01Common complaints

- If broad, MSP-specific cross-vendor automation is required immediately: For workflows that must span numerous non-ConnectWise tools with mature out-of-the-box connectors, a specialist such as Rewst may be preferable. - If an automation strategy is Microsoft-first rather than PSA/RMM-first: When most workflows live in Microsoft 365 (approvals, HR flows, Teams notifications, SharePoint lists), Microsoft Power Automate may be easier to staff and govern. - If transparent, self-serve pricing is required: ConnectWise’s quote-based model can complicate budget planning. - If proven stability with minimal vendor dependency is required: Community reports of prolonged bugs and unclear deployment paths indicate potential risk; organizations that cannot accept this risk should consider more established automation platforms. - If no automation owner can be allocated: RPA programs typically require governance and ownership to deliver value.

Deal disqualifiers (poor fit)

Preference for a plug-and-play RPA solution with minimal administration and extensive out-of-the-box integrations immediately.
An organization not committed to the ConnectWise stack or actively migrating away from it.
A history of unsatisfactory experiences with ConnectWise onboarding or support and a low tolerance for slow time-to-value.

Limitations observed via community feedback

Confusion about whether an RPA-only agent is required and whether RPA deployment entails adopting the ConnectWise RMM/Asio agent in certain scenarios.
Reports of RPA features failing to function for extended periods for some users.

Roadmap signals (public)

Public event coverage and company communications suggest ongoing investment in areas such as:

Expansion of prebuilt workflow templates
Deeper security automation actions and integrations

Caution: Roadmap timelines are subject to change; public statements indicate intent rather than guaranteed delivery dates.

02Why they buy

Validated advantages (supported by multiple sources, but mixed in outcome)

Embedded in the ConnectWise ecosystem: RPA is integrated with Asio and facilitates orchestration across integrated products with triggers originating in PSA tickets.
Workflow engine access via Starter packaging: Community commentary and ConnectWise materials indicate some level of workflow engine access (RPA Starter) may be included for existing partners or bundled with certain offerings.

Claims that require verification

Marketing claims such as specific average savings figures (for example, dollar amounts stated on promotional materials) lack publicly disclosed methodology and should be validated with concrete deployment metrics.
Positioning statements that characterize the product as the only platform targeted at MSPs should be treated as vendor positioning; multiple MSP-focused platforms exist.

Areas where competitors have an advantage

Integration breadth and perceived maturity: Specialist vendors are often cited as having broader out-of-the-box integrations and faster time-to-value.
Large automation ecosystems: Generalist platforms (Power Automate, iPaaS tools) offer extensive templates and available skillsets.

03Field reports

What’s available (and what’s not)

There are limited dedicated review pages specifically for ConnectWise RPA on mainstream review platforms. Most reviews focus on ConnectWise PSA, Automate, RMM, or ScreenConnect. As a result, RPA feedback is often embedded in broader platform discussions: - Reddit threads in r/ConnectWise and r/msp - ConnectWise marketing testimonials and event write-ups - Broader ConnectWise platform reviews that indirectly reflect support and onboarding quality affecting RPA adoption Below are representative quotes and sentiments with context and balance.

Vendor-provided testimonial (positive)

ConnectWise’s RPA landing page includes a customer quote: - "The introduction of ConnectWise RPA and workflow signals their intent to again be the leaders of the next great transformation in managed services. We are using them right now, and we are rewriting and streamlining processes as a result. And we are just getting started!" — Rick Harber, Founder & CEO, Decision Digital, Inc. Caveat: This is a vendor-provided, marketing-selected quote; it contains promotional language and does not include methodology, before/after metrics, or implementation detail.

Community feedback (examples of frustration and mixed signals)

From a Reddit thread titled "RPA Confusion," a user reported purchasing RPA under the expectation it would work with Automate without migrating to ConnectWise RMM, but stated that features were not functioning as expected for months. This illustrates themes that appear in community discussions: - Expectation mismatch (what is included vs what requires migration or additional components) - Time-to-value delays due to backend fixes and incomplete documentation Other community comments indicate the presence of a free Starter package for certain partners and simultaneous concerns that some features lag behind specialist MSP automation platforms.

Broader ConnectWise ecosystem reviews that impact RPA success (support/onboarding)

Even when not RPA-specific, feedback about ConnectWise PSA/RMM influences RPA outcomes because RPA adoption depends on stable underlying systems, reliable APIs, and responsive support. Reported themes across review platforms include: - Customizability of ticket management, alongside weaker areas such as project management and DevOps integrations. - Polarized feedback on onboarding and support, with some organizations reporting prolonged transitions and challenges in reaching support. Interpretation for RPA programs: Organizations with difficulties in onboarding or support for core ConnectWise modules may experience stalled RPA projects, since automation relies on stable platform behavior and accessible support for resolving integration issues.

Why customers choose ConnectWise RPA (observed reasons)

Observations from vendor messaging and community commentary indicate buyers select ConnectWise RPA because:

They already operate ConnectWise PSA/RMM/CPQ and prefer a single platform data layer.
They can start with prebuilt workflows and expand incrementally.
They value the ability to trigger automations from tickets and centralized workflow governance.

Why some customers leave / avoid it (observed reasons)

Community feedback identifies reasons for avoidance or departure:

Perceived immaturity or instability of Asio-era features in earlier phases
Concerns about support responsiveness
Perception that specialist MSP automation tools (for example, Rewst) offer stronger functionality in some areas

Vendor/analyst-style ROI studies (methodology caution)

ConnectWise distributes structured ROI materials (for example, TEI-style reports) about the ConnectWise platform. Observations: - TEI reports are useful for structured ROI assessment but are typically based on interviews and modeled assumptions rather than audited outcomes. - Such reports often reflect multi-product platform value and are not specific proof that ConnectWise RPA alone delivers a particular ROI. Critical note: When evaluating RPA specifically, request metrics such as: - Number of workflows deployed - Weekly or monthly hours saved by process - Failure rate or exception rate - Time spent maintaining workflows

Practical signals from community case examples

Community commentary provides anecdotal evidence of both successful and problematic deployments:

Some teams streamlined quoting or PSA workflows using Asio workflows.
Other teams experienced prolonged delays before RPA features functioned as expected.

These mixed outcomes suggest results depend on factors such as process standardization, internal automation expertise, and the maturity of specific integration points.

04Best fit

Company sizes

Best fit tends to be:

Small-to-midsize MSPs with moderate to high ticket volume and repeatable service processes.
Organizations where incremental automation can free technician hours without new hires.

Industries/verticals

Primarily MSPs serving SMB and mid-market clients across multiple industries; the MSP model itself is the primary vertical target.

Roles and personas

Decision makers: MSP owner, COO, service delivery manager, head of operations
Buyers/influencers: automation lead, PSA administrator, RMM administrator, security operations lead
End users: service desk technicians, dispatch, onboarding specialists

Pain points addressed

Manual data entry and repetitive ticket actions
Onboarding/offboarding steps spanning PSA and Microsoft 365 and other systems
Process standardization and reduction of human error

Qualification criteria (great fit)

The organization already runs ConnectWise PSA/RMM/CPQ and prefers to extend automation within the same vendor ecosystem.
The organization can assign an internal owner or partner to govern workflows and manage exceptions.
Processes are documented and consistent enough to automate.

05The pitch

What the product does (core value proposition)

ConnectWise RPA is a robotic process automation and workflow orchestration product positioned for Managed Service Providers (MSPs) and IT solution providers (TSPs). It is delivered as part of the ConnectWise Asio platform and is designed to automate repetitive, rule-based tasks and multi-step processes that span ConnectWise products (e.g., PSA, RMM, CPQ) and selected third-party systems. The product uses software agents ("bots") to perform human-like interactions (clicks, form fills, file path updates) and includes a visual workflow designer for orchestration. Key vendor-stated capabilities include: - Prebuilt bots/templates for common MSP processes and preconfigured workflow rules. - Cross-product workflow orchestration in the Asio platform data layer. - Ability to trigger automations from within ConnectWise PSA tickets (reducing context switching). What is clear from available evidence: ConnectWise RPA is closely tied to the broader ConnectWise Asio ecosystem; many customer discussions conflate "RPA" with "Asio workflows," "Sidekick," and ConnectWise RMM adoption/migration. Official sources: official vendor product overview, marketplace listing, and vendor press releases (including a 2025 press release discussing RMM and RPA enhancements).

Target market and market positioning

Primary target: MSPs/TSPs running ConnectWise PSA/RMM/CPQ and seeking to reduce ticket handling time, standardize service delivery, and automate onboarding/offboarding and other recurring processes.
Positioning theme: marketed around broader automation across MSP operations—combining workflow orchestration, RPA bots, and (in some messaging) AI companions (Sidekick).

Get a comprehensive analysis of ConnectWise RPA including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →

Published Oct 14, 2026

01Common complaints

If broad, MSP-specific cross-vendor automation is required immediately: For workflows that must span numerous non-ConnectWise tools with mature out-of-the-box connectors, a specialist such as Rewst may be preferable.
If an automation strategy is Microsoft-first rather than PSA/RMM-first: When most workflows live in Microsoft 365 (approvals, HR flows, Teams notifications, SharePoint lists), Microsoft Power Automate may be easier to staff and govern.
If transparent, self-serve pricing is required: ConnectWise’s quote-based model can complicate budget planning.
If proven stability with minimal vendor dependency is required: Community reports of prolonged bugs and unclear deployment paths indicate potential risk; organizations that cannot accept this risk should consider more established automation platforms.
If no automation owner can be allocated: RPA programs typically require governance and ownership to deliver value.

Deal disqualifiers (poor fit)

Preference for a plug-and-play RPA solution with minimal administration and extensive out-of-the-box integrations immediately.
An organization not committed to the ConnectWise stack or actively migrating away from it.
A history of unsatisfactory experiences with ConnectWise onboarding or support and a low tolerance for slow time-to-value.

Limitations observed via community feedback

Confusion about whether an RPA-only agent is required and whether RPA deployment entails adopting the ConnectWise RMM/Asio agent in certain scenarios.
Reports of RPA features failing to function for extended periods for some users.

Roadmap signals (public)

Public event coverage and company communications suggest ongoing investment in areas such as:

Expansion of prebuilt workflow templates
Deeper security automation actions and integrations

Caution: Roadmap timelines are subject to change; public statements indicate intent rather than guaranteed delivery dates.

02Why they buy

Validated advantages (supported by multiple sources, but mixed in outcome)

Embedded in the ConnectWise ecosystem: RPA is integrated with Asio and facilitates orchestration across integrated products with triggers originating in PSA tickets.
Workflow engine access via Starter packaging: Community commentary and ConnectWise materials indicate some level of workflow engine access (RPA Starter) may be included for existing partners or bundled with certain offerings.

Claims that require verification

Marketing claims such as specific average savings figures (for example, dollar amounts stated on promotional materials) lack publicly disclosed methodology and should be validated with concrete deployment metrics.
Positioning statements that characterize the product as the only platform targeted at MSPs should be treated as vendor positioning; multiple MSP-focused platforms exist.

Areas where competitors have an advantage

Integration breadth and perceived maturity: Specialist vendors are often cited as having broader out-of-the-box integrations and faster time-to-value.
Large automation ecosystems: Generalist platforms (Power Automate, iPaaS tools) offer extensive templates and available skillsets.

03Field reports

What’s available (and what’s not)

Reddit threads in r/ConnectWise and r/msp
ConnectWise marketing testimonials and event write-ups
Broader ConnectWise platform reviews that indirectly reflect support and onboarding quality affecting RPA adoption

Below are representative quotes and sentiments with context and balance.

Vendor-provided testimonial (positive)

ConnectWise’s RPA landing page includes a customer quote:

"The introduction of ConnectWise RPA and workflow signals their intent to again be the leaders of the next great transformation in managed services. We are using them right now, and we are rewriting and streamlining processes as a result. And we are just getting started!" — Rick Harber, Founder & CEO, Decision Digital, Inc.

Caveat: This is a vendor-provided, marketing-selected quote; it contains promotional language and does not include methodology, before/after metrics, or implementation detail.

Community feedback (examples of frustration and mixed signals)

Expectation mismatch (what is included vs what requires migration or additional components)
Time-to-value delays due to backend fixes and incomplete documentation

Other community comments indicate the presence of a free Starter package for certain partners and simultaneous concerns that some features lag behind specialist MSP automation platforms.

Broader ConnectWise ecosystem reviews that impact RPA success (support/onboarding)

Customizability of ticket management, alongside weaker areas such as project management and DevOps integrations.
Polarized feedback on onboarding and support, with some organizations reporting prolonged transitions and challenges in reaching support.

Interpretation for RPA programs: Organizations with difficulties in onboarding or support for core ConnectWise modules may experience stalled RPA projects, since automation relies on stable platform behavior and accessible support for resolving integration issues.

Why customers choose ConnectWise RPA (observed reasons)

Observations from vendor messaging and community commentary indicate buyers select ConnectWise RPA because:

They already operate ConnectWise PSA/RMM/CPQ and prefer a single platform data layer.
They can start with prebuilt workflows and expand incrementally.
They value the ability to trigger automations from tickets and centralized workflow governance.

Why some customers leave / avoid it (observed reasons)

Community feedback identifies reasons for avoidance or departure:

Perceived immaturity or instability of Asio-era features in earlier phases
Concerns about support responsiveness
Perception that specialist MSP automation tools (for example, Rewst) offer stronger functionality in some areas

Vendor/analyst-style ROI studies (methodology caution)

ConnectWise distributes structured ROI materials (for example, TEI-style reports) about the ConnectWise platform. Observations:

TEI reports are useful for structured ROI assessment but are typically based on interviews and modeled assumptions rather than audited outcomes.
Such reports often reflect multi-product platform value and are not specific proof that ConnectWise RPA alone delivers a particular ROI.

Critical note: When evaluating RPA specifically, request metrics such as:

Number of workflows deployed
Weekly or monthly hours saved by process
Failure rate or exception rate
Time spent maintaining workflows

Practical signals from community case examples

Community commentary provides anecdotal evidence of both successful and problematic deployments:

Some teams streamlined quoting or PSA workflows using Asio workflows.
Other teams experienced prolonged delays before RPA features functioned as expected.

These mixed outcomes suggest results depend on factors such as process standardization, internal automation expertise, and the maturity of specific integration points.

04Best fit

Company sizes

Best fit tends to be:

Small-to-midsize MSPs with moderate to high ticket volume and repeatable service processes.
Organizations where incremental automation can free technician hours without new hires.

Industries/verticals

Primarily MSPs serving SMB and mid-market clients across multiple industries; the MSP model itself is the primary vertical target.

Roles and personas

Decision makers: MSP owner, COO, service delivery manager, head of operations
Buyers/influencers: automation lead, PSA administrator, RMM administrator, security operations lead
End users: service desk technicians, dispatch, onboarding specialists

Pain points addressed

Manual data entry and repetitive ticket actions
Onboarding/offboarding steps spanning PSA and Microsoft 365 and other systems
Process standardization and reduction of human error

Qualification criteria (great fit)

The organization already runs ConnectWise PSA/RMM/CPQ and prefers to extend automation within the same vendor ecosystem.
The organization can assign an internal owner or partner to govern workflows and manage exceptions.
Processes are documented and consistent enough to automate.

05The pitch

What the product does (core value proposition)

Key vendor-stated capabilities include:

Prebuilt bots/templates for common MSP processes and preconfigured workflow rules.
Cross-product workflow orchestration in the Asio platform data layer.
Ability to trigger automations from within ConnectWise PSA tickets (reducing context switching).

What is clear from available evidence: ConnectWise RPA is closely tied to the broader ConnectWise Asio ecosystem; many customer discussions conflate "RPA" with "Asio workflows," "Sidekick," and ConnectWise RMM adoption/migration.

Official sources: official vendor product overview, marketplace listing, and vendor press releases (including a 2025 press release discussing RMM and RPA enhancements).

Target market and market positioning

Primary target: MSPs/TSPs running ConnectWise PSA/RMM/CPQ and seeking to reduce ticket handling time, standardize service delivery, and automate onboarding/offboarding and other recurring processes.
Positioning theme: marketed around broader automation across MSP operations—combining workflow orchestration, RPA bots, and (in some messaging) AI companions (Sidekick).

Get a comprehensive analysis of ConnectWise RPA including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →