ConnectWise Manage

ConnectWise Manage Help & Support

What ConnectWise Manage Triggers and Actions are Supported?

Supported Triggers#

  • New/Updated Contact - Triggers when a contact is created or updated.
  • New/Updated Project - Triggers when a project is created or updated.
  • New/Updated Ticket - Triggers when a ticket is created or updated.

Supported Searches#

  • Find Contact - Find a contact by name, email, or other parameter.
  • Find Company - Find a company by Company ID.
  • Find Ticket - Find a ticket by ID, Summary, or other parameter.

Supported Actions#

  • Create Contact - Creates a new contact.
  • Update Company - Updates an existing company.
  • Create Company - Creates a new company.
  • Update Ticket - Updates an existing ticket.
  • Create Ticket Note - Adds a new note to a ticket.
  • Create Ticket - Creates a new service desk ticket.

How to Get Started with ConnectWise Manage on Zapier

To get started ConnectWise Manage's with on Zapier, first you will need to click to connect your account to use with your Zap.

Click to connect ConnectWise Manage's

Next, you'll be asked to enter your ConnectWise Manage's details.

ConnectWise Manage's username and password

Click “Continue” and if your login details were correct your ConnectWise Manage's account will now be successfully connected.

ConnectWise Manage's connection successfull

Common Problems with ConnectWise Manage on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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

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Getting Started with Zapier

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