ConnectWise Manage + Copper

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.

  1. When this happens...
    CopperCopper
    Updated Person

    Triggers when a Person is changed.

    TriggerInstant
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Ticket Note

    Create a service note or ticket note.

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It