Any.do Personal + ConnectWise Manage
Create and update Any.do Personal lists for new or updated ConnectWise Manage projects
Easily stay organized and manage your tasks with this ConnectWise Manage and Any.do Personal workflow. When a project is updated or created in ConnectWise Manage, a new list is created in Any.do Personal, ensuring you have a dedicated space to keep track of project-related tasks. Save time and enhance productivity by streamlining your project management and task planning process with this automation.
Easily stay organized and manage your tasks with this ConnectWise Manage and Any.do Personal workflow. When a project is updated or created in ConnectWise Manage, a new list is created in Any.do Personal, ensuring you have a dedicated space to keep track of project-related tasks. Save time and enhance productivity by streamlining your project management and task planning process with this automation.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create List
Creates a new list.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First 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
