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Circle + ConnectWise Manage

Add new Circle members to ConnectWise Manage as ticket notes

Effortlessly keep track of new members in your Circle community with this streamlined workflow. When a new member is added to Circle, a ticket note will be created in ConnectWise Manage, making it simple to stay organized and informed. Enhance communication and collaboration among your team without any manual data entry tasks, saving valuable time and resources.

When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerPolling
automatically do this!
Create Ticket NoteCreate a service note or ticket note.
ActionWrite

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More things you can do with Circle and ConnectWise Manage

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

- Community
Trigger
Polling
Try It
- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
New Community
Triggers when a new community is created by the user.
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It

- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It

- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Member Tags
Action
Write
- Community
  Required
- Course Space
  Required
- Name
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post Name
- Post Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
Action
Write
- Community
  Required
- Course Space
- Section
- Lesson
  Required
- Member Email
  Required
Action
Write
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Email
  Required
Action
Write
- Community
  Required
- User Email
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- User Email
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- Email
  Required
Action
Write
- Community
  Required
- Member ID
  Required
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Member Email
  Required
- Member Tag
  Required
- Community
  Required
Action
Search
- Member Email
  Required
- Space Group
  Required
- Community
  Required
Action
Search
- 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
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- 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
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Search or write

- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
- Topic
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Event
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Lesson
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post
  Required
- Member Email
- Comment Body
  Required
- Skip Notifications?
Action
Write
- Community
  Required
- Course Space
- Section
  Required
- Name
  Required
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- Community
  Required
- Space
  Required
- Name
  Required
- Description
- Custom Slug
- Start DateTime
  Required
- Duration
  Required
- Location type
  Required
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Email
  Required
- Password
- Name
- Community
  Required
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Member Emails
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Event
  Required
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Community Id
  Required
- Email
  Required
Action
Search
- Member Email
  Required
- Space
  Required
- Community
  Required
Action
Search
- 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
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
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write
- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- 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
Search or write

About Circle

A modern community platform for creators.

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Related categories

CRM (Customer Relationship Management)

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About ConnectWise Manage

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