AnswerConnect + ConnectWise Manage
Create tickets in ConnectWise Manage for new messages in AnswerConnect
When a new message arrives in your AnswerConnect app, this workflow initiates a process to create a ticket in your ConnectWise Manage app. This streamlines your customer management effort by ensuring every incoming communication is tracked and processed. Experience seamless tracking and never miss out on important messages again.
When a new message arrives in your AnswerConnect app, this workflow initiates a process to create a ticket in your ConnectWise Manage app. This streamlines your customer management effort by ensuring every incoming communication is tracked and processed. Experience seamless tracking and never miss out on important messages again.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Ticket
Creates a new service desk or project ticket.
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New Message
Triggers when a new message is taken.
Try ItNew, 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
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
