Company & Contact Record ID from CWM
T
Tre Eiler
I'd love to be able to append the Company ID, Contact Record ID. contact email, and company name from ConnectWise Manage when using a flow or snippet.
Use case for me is Bizratings uses those fields to create surveys on-the-fly. Without them, pushing a survey for Bizratings via Thread is not clean.
J
Jason Garing
We're wanting to use the Company Record ID to be able to link to ITGlue - not finding a way to access via the company name.