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ConnectWise Manage + Formstack + Code by Zapier Integrations

How to connect ConnectWise Manage + Formstack + Code by Zapier

Zapier lets you send info between ConnectWise Manage and Formstack and Code by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with ConnectWise Manage + Formstack + Code by Zapier

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, Formstack, and Code by Zapier. 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

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search

    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
    • Ticket TypeRequired

    • TextRequired

    • Detail Description

    • Internal Analysis

    • Resolution

    Action
    Write

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How ConnectWise Manage + Formstack + Code by Zapier Integrations Work

  1. Step 1: Authenticate ConnectWise Manage, Formstack, and Code by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About ConnectWise Manage

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

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  • CRM (Customer Relationship Management)

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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

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