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Airtable + ConnectWise Manage

Airtable + ConnectWise Manage

Airtable + ConnectWise Manage integrations

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.

  1. When this happens...
    New/Updated Project
    New/Updated Project
    New/Updated ProjectTriggers when a project is created or updated.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record with auto-populating fields.
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More things you can do with ConnectWise Manage and Airtable

Discover other triggers and actions you can use with ConnectWise Manage and Airtable

    • New, Updated or Both
    • Company Filter
    • Contact Type Filter
    • Specific Contact Filter
    Trigger
    Instant
    Try It
    • New, Updated or Both
    • Board Filter
    • Project Filter
    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Polling
    Try It
    • Company_name
      Required
    • Identifier
      Required
    • Type
      Required
    • Status
      Required
    • Site Name
      Required
    • Address_1
    • Address_2
    • City
    • State
    • Zip_code
    • Country Name
    • Phone Number
    • Website
    • Market
    • Source
    • Number of Employees
    • Territory
    Action
    Write
    • Service Board Filter
    Trigger
    Polling
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Specific Service Ticket Filter
    • Project_filter
    Trigger
    Instant
    Try It
    • File
      Required
    • Record ID
      Required
    • Record Type
      Required
    • Title
    • Private?
    • Read Only?
    • Is Avatar?
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • 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
    Action
    Write
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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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