Update ConnectWise Manage ticket notes when people are updated in Copper
Keep your team informed and improve customer service by seamlessly linking Copper and ConnectWise Manage with this workflow. Whenever a person is updated in Copper, a ticket note will be created in ConnectWise Manage, ensuring all relevant information is easily accessible for efficient ticket resolution. Stay organized and maintain excellent communication without any manual intervention.
Keep your team informed and improve customer service by seamlessly linking Copper and ConnectWise Manage with this workflow. Whenever a person is updated in Copper, a ticket note will be created in ConnectWise Manage, ensuring all relevant information is easily accessible for efficient ticket resolution. Stay organized and maintain excellent communication without any manual intervention.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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