Bookafy + ConnectWise Manage

Create contacts in ConnectWise Manage for new Bookafy customers

Nowadays, business management platforms help clients to grow their technology business very rapidly. Use ConnectWise Manage to manage your main technology business. With the help of Zapier, you can create contacts automatically in ConnectWise Manage whenever a new customer is added on Bookafy.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Include Blocker Appointments?Required
- Staff User
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
- TitleRequired
- DescriptionRequired
- ServiceRequired
- Staff UserRequired
- Appointment Start TimeRequired
- Appointment End TimeRequired
- Is Blocker Appointment?Required
- Customer NameRequired
- Email
  If a customer with this email doesn't exist, one will be created.
- Phone
- Address
- City
- State
- Zip Code
Action
Write
- New, Updated or Both
- Company Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Contact Type Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Specific Contact Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Specific Service Ticket Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
Trigger
Instant
Try It

- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Write

- CompanyRequired
- Company Name
- Status
- Address Line 1
  Street address
- Address Line 2
  Apartment, suite or space number
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Search or write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Scheduled
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New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- NameRequired
- EmailRequired
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
- New, Updated or Both
- Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Write
- Ticket TypeRequired
- TextRequired
  Provides text to the notes.
- Detail Description
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Internal Analysis
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Resolution
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
Action
Write
- Ticket TypeRequired
- Summary
  The maximum amount of characters for this field is 100.
Action
Write
- Api Docs Info
  API docs for ConnectWise Manage are located here https://developer.connectwise.com/Documentation
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Search or write

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

Scheduling & Booking

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

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Bookafy + ConnectWise Manage

Create contacts in ConnectWise Manage for new Bookafy customers

New Appointment

Include Blocker Appointments?Required

Staff User

New Customer

Create Appointment

TitleRequired

DescriptionRequired

ServiceRequired

Staff UserRequired

Appointment Start TimeRequired

Appointment End TimeRequired

Is Blocker Appointment?Required

Customer NameRequired

Email

Phone

Address

City

State

Zip Code

New/Updated Contact

New, Updated or Both

Company Filter

Contact Type Filter

Specific Contact Filter

New/Updated Ticket

New, Updated or Both

Service Board Filter

Specific Service Ticket Filter

Project Filter

Create Company

Company 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

Create Ticket

SummaryRequired

CompanyRequired

Record TypeRequired

Priority

Update Company

CompanyRequired

Company Name

Status

Address Line 1

Address Line 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

App Extensions (Beta)

Owner

App ExtensionRequired

Find Company

Company IdentifierRequired

Find Ticket

Ticket TypeRequired

Param Number

Parameter 1Required

Value 1Required