ConnectWise Manage + Microsoft Excel integrations
Add rows in Microsoft Excel for new or updated tickets in ConnectWise Manage
Stay organized and ensure that all updates on your ConnectWise Manage tickets are reflected in your Microsoft Excel records with this streamlined workflow. Any time there's a new or updated ticket in ConnectWise Manage, this process adds a row to a designated Microsoft Excel spreadsheet. It's a useful tool for businesses that rely on accurate, real-time ticket tracking for efficient operations and customer service.
- When this happens...New/Updated TicketTriggers when a service ticket is created and/or updated.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with ConnectWise Manage and Microsoft Excel
Discover other triggers and actions you can use with ConnectWise Manage and Microsoft Excel
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - 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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
Related categories
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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