ConnectWise Manage + Gravity Forms

Create ConnectWise Manage tickets from new Gravity Forms submissions

Easily manage incoming requests from Gravity Forms submissions by creating tickets in ConnectWise Manage. With this workflow, every time a new form submission occurs in Gravity Forms, a ticket will be generated in ConnectWise Manage, streamlining your customer support process and ensuring timely responses. Stay organized and efficient by automating this crucial task in your business operations.

Easily manage incoming requests from Gravity Forms submissions by creating tickets in ConnectWise Manage. With this workflow, every time a new form submission occurs in Gravity Forms, a ticket will be generated in ConnectWise Manage, streamlining your customer support process and ensuring timely responses. Stay organized and efficient by automating this crucial task in your business operations.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Ticket

    Creates a new service desk or project ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • 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
    • FormRequired

    Action
    Write
    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
connectwise-manage logo
connectwise-manage logo

About ConnectWise Manage

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

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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