ConnectWise Manage + Email by Zapier + SurveyMonkey Integrations

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Do even more with ConnectWise Manage + Email by Zapier + SurveyMonkey

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ConnectWise Manage, Email by Zapier, and SurveyMonkey. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- New, Updated or Both
- Company Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Contact Type Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Specific Contact Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Specific Service Ticket Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
  Street address
- Address Line 2
  Apartment, suite or space number
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write

- Api Docs Info
  API docs for ConnectWise Manage are located here https://developer.connectwise.com/Documentation
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search

- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Search or write
- Setup Directions
  In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to True.
  To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Trigger
Instant
Try It
- SurveyRequired
  Please select a survey.
- Collector
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
  The email address of the new contact.
- Contact List
Action
Write
- Api Docs Info
  API docs for SurveyMonkey are located here https://help.surveymonkey.com/en/surveymonkey/integrations/surveymonkey-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
  Please choose the field that you want to search.
- ValueRequired
  Please enter the text to search for.
Action
Search

- New, Updated or Both
- Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Write
- Ticket TypeRequired
- TextRequired
  Provides text to the notes.
- Detail Description
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Internal Analysis
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Resolution
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
Action
Write
- Ticket TypeRequired
- Summary
  The maximum amount of characters for this field is 100.
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Search or write
- Email AddressRequired
  Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Trigger
Instant
Try It
- ToRequired
  Can be a comma separated list of emails. Limited to 5.
- SubjectRequired
- Body (HTML or Plain)Required
  You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
- Attachment
  A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
- From Name
  This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
- Reply To
  Specify a reply address other than your own.
- Cc
  Can be a comma separated list of emails. Limited to 5.
- Bcc
  Can be a comma separated list of emails. Limited to 5.
- Force Linebreaks?
  Set this to "yes" if your emails are received without line breaks or spacing.
- Enable read receipts?
  Want to be notified when this email is opened? Set this to to True and set up a Zap using the New Read Receipt trigger.
Action
Write
- SurveyRequired
  Please select a survey.
- Collector
Trigger
Instant
Try It
- SurveyRequired
- Email CollectorRequired
  Please select an email collector. If one is not specified, we will create a new one for you.
- Contact Email(s)Required
  Please enter the contact email you would like to send a survey to. You can also provide a comma separated list of emails to send to more than one recipient.
- Message Subject
  Please enter the message subject if you want to create a new one. A default value will be used if nothing is specified.
- Message Body
  Please enter the message body if you want to create a new custom message, otherwise our default message template will be used. Your message must include the following placeholders: [SurveyLink] or [FirstQuestion], [OptOutLink], [PrivacyLink] and [FooterLink]. The [OptOutLink] and [PrivacyLink] must also be clearly visible.
- Hide "Powered by SurveyMonkey"
  Hides the "Powered by SurveyMonkey" footer. Requires Premier Plan or higher.
Action
Write
- SurveyRequired
- CollectorRequired
Action
Search
- SurveyRequired
Action
Search

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How to connect ConnectWise Manage + Email by Zapier + SurveyMonkey

Step 1: Authenticate ConnectWise Manage, Email by Zapier, and SurveyMonkey.
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.

Connect apps

Connect ConnectWise Manage + Email by Zapier + SurveyMonkey

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

Learn more

Related categories

Forms & Surveys

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ConnectWise Manage + Email by Zapier + SurveyMonkey Integrations

ConnectWise Manage + Email by Zapier + SurveyMonkey Integrations

Do even more with ConnectWise Manage + Email by Zapier + SurveyMonkey

New/Updated Contact

New, Updated or Both

Company Filter

Contact Type Filter

Specific Contact Filter

New/Updated Ticket

New, Updated or Both

Service Board Filter

Specific Service Ticket Filter

Project Filter

Create Company

Company NameRequired

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired

Address 1

Address 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

Create Ticket

SummaryRequired

CompanyRequired

Record TypeRequired

Priority

Update Company

CompanyRequired

Company Name

Status

Address Line 1

Address Line 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Param Number

Parameter 1Required

Value 1Required

Find Company

Company IdentifierRequired

Company NameRequired

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired

Address 1

Address 2

City

State

Zip Code

Country Name

Phone Number

Website

Market