Connect ConnectWise Automate to Super Magic
Connect ConnectWise Automate and Super Magic can look up devices, check alerts, and even reboot a machine or run a command, without a technician leaving the thread. Automate is ConnectWise's RMM platform.
ConnectWise Automate is an existing Thread integration. Super Magic adds a new layer on top of it:
- Already connected to Automate? Skip to Step 2 — you just need to flip one toggle.
- Not connected yet? Do the one-time setup first — full guide with screenshots: How do I set up ConnectWise Automate? (summarized in Step 1 below).
How the connection works
- A single workspace connection (admin, once). An admin connects Automate with a dedicated API user on the integrations page. Super Magic talks to Automate through that one connection, shared by everyone in the workspace.
- No per-technician sign-in. Technicians do not connect their own Automate accounts.
- Write actions are always confirmation-gated. Anything that changes a device (reboot, run command, control a service) goes through Super Magic's Confirm action card and respects your workspace's write-access settings.
If Automate tools aren't appearing in chat, it's the workspace connection or the Super Magic toggle — never a per-member sign-in.
Step 1 — Connect Automate to Thread (skip if already connected)
📘 Full walkthrough with screenshots: How do I set up ConnectWise Automate? — use it for the detailed Automate-side permission setup. The summary below covers the essentials.
In short, you need a dedicated Automate API user:
- In Automate, create a user class for the integration and grant it the Core permissions shown in the guide, plus the ConnectWise Control Plugin permission
- Create the API user: username, password, email — and check the "Integrator" checkbox. This is the step people miss: without Integrator checked, the connection will fail
- In Thread Admin → Integrations → Automate, fill the form:
Field | What goes in it | Example | NOT this |
Base URL | Your Automate server URL followed by |
| ❌ just the domain, ❌ a ScreenConnect URL |
Username | The API user's username |
| ❌ your own technician login |
Password | The API user's password | — | ❌ an API key from another product |
- Click Connect. Thread validates the credentials live, so a wrong value fails right here with an error banner.
Step 2 — Turn on Super Magic access (the new part)
On the same Automate integration page, below the connection form, there's an Additional Enablement card with a Super Magic toggle ("Allows Super Magic access to Automate's data").
Turn it ON. It is off by default — the Automate connection alone does not give Super Magic access. This is deliberate: your existing Automate integration keeps working exactly as before, and you opt Super Magic in when you're ready.
Step 3 — Test it
Open the Inbox → Super Magic → try:
- "List our Automate clients"
- "Search Automate for [computer name]"
- "Any Automate alerts for [client]?"
Every technician in the workspace can now use the Automate tools — there is no per-member step.
What Super Magic can do with Automate
Look things up (read):
Capability | What it does |
List clients | Your client organizations in Automate |
Search devices | Find computers by name |
Device detail | OS, hardware, online state for a specific machine |
Control link | A direct ScreenConnect link to remote into the device |
List alerts | Active monitoring alerts |
Command status | Check on a previously issued command |
Write actions also respect your Super Magic write-access settings (who is allowed to take actions at all) — the technician sees exactly what will run, on which device, and confirms before anything executes.
Troubleshooting
Symptom | Cause | Fix |
"The configuration is incorrect, check the data is correct" | Base URL or credentials wrong | Check the Base URL ends in |
Connection works but no Automate tools in chat | Super Magic toggle off | Turn on the Super Magic toggle under Additional Enablement on the Automate integration page |
Read tools work, but reboot/run command refused | Write access not granted | Check your workspace's Super Magic write-access settings — writes can be limited to admins or specific members |
No Automate card on the Integrations page | Automate not available for your workspace | Contact Thread support |
How it compares to our other RMM/doc integrations
Integration | Where you connect | Auth model |
ConnectWise Automate | Integrations page | Dedicated API user (workspace-wide) |
ImmyBot | Integrations page | Azure client credentials, one service principal per instance (workspace-wide) |
Liongard | Integrations page | Instance API key (workspace-wide) |
NinjaOne | Super Magic settings + per-member Connectors | Per-technician OAuth (acts as each member) |
