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.
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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
- New TerritoryTriggers when a new territory is created.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
- ConnectWise Manage
Updates an existing company.
Scheduled
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 and 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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