ConnectWise Manage

ConnectWise Manage Integrations

  • Share new ConnectWise Manage tickets in Slack

    Get real time updates within Slack as new tickets are logged within ConnectWise Manage. This Zap will watch your account for new tickets, and automatically share them to your Slack channel so your team will know about them and be able to reply as soon as possible.

    How this ConnectWise Manage-Slack integration works

    1. A new ticket is added to ConnectWise Manage
    2. Zapier sends a channel message in Slack

    Apps involved

    • ConnectWise Manage
    • Slack
  • Send new Hubspot contacts to ConnectWise Manage

    Never wonder who a contact is and avoid the infamous catchall by ensuring your ConnectWise Manage contact lists are updated when new subscribers are added. This Zap will do it for you, automatically adding new contacts to ConnectWise Manage whenever they're added to HubSpot.

    Note: This Zapier integration doesn't import existing contacts into ConnectWise Manage, only new contacts after you've set it up.

    How this HubSpot-ConnectWise Manage integration works

    1. A new contact is added to HubSpot
    2. Zapier creates a new contact in Manage

    Apps involved

    • Hubspot
    • ConnectWise Manage
  • Add JIRA issues from new ConnectWise Manage tickets

    Zapier makes it easy to send issues to your development team. Let your developers work from JIRA, but still assign them work from ConnectWise Manage with this Zapier integration. It'll watch ConnectWise Manage for new tickets, and automatically assign them to your team in JIRA so you don't have to switch apps or create tickets in both at the same time.

    Note: This Zapier integration doesn't import existing ConnectWise Manage tickets into JIRA, only new Manage tickets after you've set it up.

    How this ConnectWise Manage-JIRA integration works

    1. A new ticket is added to ConnectWise Manage
    2. Zapier creates a new ticket in JIRA

    Apps involved

    • ConnectWise Manage
    • JIRA
  • Create ConnectWise Manage tickets from Zoho Forms

    Stop letting form entries slip through the cracks! With the help of Zapier, you can automatically create a new ConnectWise Manage ticket whenever someone fills out your form, and make ticket submission seamless with your website.

    How this Zoho Forms-ConnectWise Manage integration works

    1. A new Zoho Forms entry is added
    2. Zapier creates a ticket in ConnectWise Manage

    Apps involved

    • Zoho Forms
    • ConnectWise Manage
  • Create ConnectWise Manage tickets from new SurveyMonkey responses

    Influence how customers talk about their experiences with your services, before they start talking about it. After you setup this Zap all new survey responses that meet your criteria will be created as ConnectWise Manage tickets so you can respond quickly to any issues that may have occurred. That's an easy way to put your survey data to work for your business.

    Note: This Zapier integration doesn't import already registered survey responses from SurveyMonkey, only new responses after you've set it up.

    How this SurveyMonkey-ConnectWise Manage integration works

    1. A new survey response is added in SurveyMonkey
    2. Zapier creates a ticket in ConnectWise Manage

    Apps involved

    • SurveyMonkey
    • ConnectWise Manage
  • Create ConnectWise Manage contacts from new Zoho Forms entries

    Stop letting form entries slip through the cracks! With the help of Zapier, you can automatically create a new ConnectWise Manage contact whenever anyone fills out a Zoho Form. That'll keep you from having to copy data into ConnectWise Manage, while letting you capture info from the forms you've already set up

    Note: This Zapier integration doesn't import already registered form entries into Manage, only new companies after you've set it up.

    How this Zoho Forms-ConnectWise Manage integration works

    1. A new form entry is added to Zoho Forms
    2. Zapier creates a new contact in ConnectWise Manage

    Apps involved

    • Zoho Forms
    • ConnectWise Manage
  • Add new Insightly contacts to ConnectWise Manage

    Keep your contact list in check and up to date by ensuring your Insightly CRM contacts are added to ConnectWise Manage with this integration. Zapier can connect your two contact apps, and whenever a new contact is added to Insightly, Zapier will copy it over to ConnectWise and you'll never have to worry about not having the right contact in the right place again.

    Note: This Zapier integration doesn't import already registered contacts into Manage, only new contacts after you've set it up.

    How this Insightly-ConncectWise Manage integration works

    1. Add a new contact in Insightly
    2. Zapier creates a new contact in Manage

    Apps involved

    • Insightly
    • ConnectWise Manage
  • Add PagerDuty trigger notification for new ContactWise Manage tickets

    Get alerted anywhere and never miss an important issue again. By using PagerDuty with ConnectWise Manage, your customers may assume that you never sleep based on how fast you respond. Your team will instantly know about new tickets, so they can fix the issue and ensure your customers have the least downtime possible.

    Note: This Zapier integration doesn't send messages for already registered Manage tickets, only new tickets after you've set it up.

    How this ConnectWise Manage-PagerDuty integration works

    1. A ticket is added or updated to Connectwise Manage
    2. Zapier adds a trigger event in PagerDuty

    Apps involved

    • ConnectWise Manage
    • PagerDuty
  • 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.

    How this Bookafy-ConnectWise Manage integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to ConnectWise Manage as a new contact

    Apps involved

    • Bookafy
    • ConnectWise Manage
  • Create new ConnectWise tickets after receiving negative Simplesat ratings

    Automate the followup process with unhappy customers in ConnectWise by creating new service tickets immediately after negative Simplesat ratings are received.

    How it works

    1. Simplesat receives a rating
    2. Zapier creates a new service ticket in ConnectWise if the rating is less than your specified number

    Apps involved

    • Simplesat
    • ConnectWise Manage

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ConnectWise Manage Integration Details

Launched on Zapier October 13, 2016

Zapier combines Triggers (like "New/Updated Ticket") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ConnectWise Manage Triggers, Searches, and Actions are supported by Zapier:

Create Contact

Create a new contact.

Create Company

Create a new company.

Create Ticket

Create a new service desk ticket.

Update Company

Update an existing company.

Update Ticket

Update an existing ticket.

Create Ticket Note

Add new note to a ticket.

New/Updated Ticket

Triggers when a ticket is created or updated.

New/Updated Contact

Triggers when a contact is created or updated.

New/Updated Project

Triggers when a project is created or updated.

Find Ticket

Find a ticket by ID, Summary, or other parameter.

Find Contact

Find a contact by name, email, or other parameter.

Find Company

Find a company by Company ID.

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