ConnectWise Manage Integrations

CRM (Customer Relationship Management)

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Slack

Team Chat

HubSpot

Marketing Automation

Microsoft Teams

Microsoft, Team Chat

Jira Software Server

Project Management

Freshservice

Server Monitoring

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Developer Tools, Zapier

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Developer Tools, Zapier

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Developer Tools, Zapier

Slack

Team Chat

HubSpot

Marketing Automation

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Developer Tools, Zapier

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Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Slack

Team Chat

HubSpot

Marketing Automation

Microsoft Teams

Microsoft, Team Chat

Jira Software Server

Project Management

Freshservice

Server Monitoring

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Quickly automate ConnectWise Manage integrations with Zapier's templates

Share new ConnectWise Manage tickets in Slack
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ConnectWise Manage + Slack
Add JIRA issues from new ConnectWise Manage tickets
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ConnectWise Manage + Jira Software Server
Send new HubSpot contacts to ConnectWise Manage
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HubSpot + ConnectWise Manage
Create ConnectWise Manage contacts from new Zoho Forms entries
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Zoho Forms + ConnectWise Manage
Create ConnectWise Manage tickets from Zoho Forms
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Zoho Forms + ConnectWise Manage
Add PagerDuty trigger notification for new ContactWise Manage tickets
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ConnectWise Manage + PagerDuty
Create ConnectWise Manage tickets from new SurveyMonkey responses
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SurveyMonkey + ConnectWise Manage

Create contacts in ConnectWise Manage for new Bookafy customers
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Bookafy + ConnectWise Manage

Share new ConnectWise Manage tickets in Slack

ConnectWise Manage + Slack

Add JIRA issues from new ConnectWise Manage tickets

ConnectWise Manage + Jira Software Server

Send new HubSpot contacts to ConnectWise Manage

HubSpot + ConnectWise Manage

Create ConnectWise Manage contacts from new Zoho Forms entries

Zoho Forms + ConnectWise Manage

Create ConnectWise Manage tickets from Zoho Forms

Zoho Forms + ConnectWise Manage

Add PagerDuty trigger notification for new ContactWise Manage tickets

ConnectWise Manage + PagerDuty

Create ConnectWise Manage tickets from new SurveyMonkey responses

SurveyMonkey + ConnectWise Manage

Create contacts in ConnectWise Manage for new Bookafy customers

Bookafy + ConnectWise Manage

Supported triggers and actions

What does this mean?

- 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, 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
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New Territory
Triggers when a new territory is created.
Trigger
Scheduled
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- 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 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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