ConnectWise Manage + Email by Zapier Integrations
How to connect ConnectWise Manage + Email by Zapier
Zapier lets you send info between ConnectWise Manage and Email by Zapier automatically—no code required.
Triggers when an email is forwarded to your own custom zapiermail.com address.
Creates a new company.
New/Updated ContactTriggers when a contact is created or updated.Trigger- New/Updated ProjectTriggers when a project is created or updated.Trigger
- New/Updated TicketTriggers when a service ticket is created and/or updated.Trigger
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create TicketCreates a new service desk or project ticket.Action
- Create Ticket NoteCreate a service note or ticket note.Action
- Update CompanyUpdates an existing company.Action
- 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
- Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
- Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
- Email by Zapier
Send an email from your own custom
Scheduled
Action
How ConnectWise Manage + Email by Zapier Integrations Work
- Step 1: Authenticate ConnectWise Manage + Email by Zapier.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.
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