ConnectWise Manage + Formsite
Create ConnectWise Manage tickets from new Formsite form results
Effortlessly manage customer requests with this Formsite to ConnectWise Manage workflow. Whenever a new form result is submitted in Formsite, a ticket will be created in ConnectWise Manage, streamlining your support process and enhancing customer service. Save time and ensure consistent follow-ups with this seamless automation.
Effortlessly manage customer requests with this Formsite to ConnectWise Manage workflow. Whenever a new form result is submitted in Formsite, a ticket will be created in ConnectWise Manage, streamlining your support process and enhancing customer service. Save time and ensure consistent follow-ups with this seamless automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Ticket
Creates a new service desk or project ticket.
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FormRequired
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany 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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
