ConnectWise Manage + DocuSign Integrations

How to connect ConnectWise Manage + DocuSign

Zapier lets you send info between ConnectWise Manage and DocuSign automatically—no code required.

When this happens...

Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

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Create Company

Creates a new company.

Supported triggers and actions

What does this mean?

New/Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
New/Updated Project
Triggers when a project is created or updated.
Trigger
Instant
New/Updated Ticket
Triggers when a service ticket is created and/or updated.
Trigger
Instant
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write

Create Ticket
Creates a new service desk or project ticket.
Action
Write
Create Ticket Note
Create a service note or ticket note.
Action
Write

Update Company
Updates an existing company.
Action
Write

ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Scheduled
Action
DocuSign
Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
Scheduled
Trigger
DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
DocuSign
Creates a signature request.
Scheduled
Action

How ConnectWise Manage + DocuSign Integrations Work

Step 1: Authenticate ConnectWise Manage + DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.