Airtable + ConnectWise Manage
Create Airtable records for new or updated ConnectWise Manage projects
Keep your project information organized and updated by connecting ConnectWise Manage and Airtable. With this workflow, whenever there's a new or updated project in ConnectWise Manage, a corresponding record will be created in Airtable. This way, you can efficiently manage your project data in one central place, making collaboration and tracking progress effortless.
Keep your project information organized and updated by connecting ConnectWise Manage and Airtable. With this workflow, whenever there's a new or updated project in ConnectWise Manage, a corresponding record will be created in Airtable. This way, you can efficiently manage your project data in one central place, making collaboration and tracking progress effortless.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
