ConnectWise Manage + Microsoft Entra ID

Create contacts in ConnectWise Manage for new users in Microsoft Entra ID

Boost your efficiency with this streamlined workflow that converts new user details in Microsoft Entra ID into contacts in ConnectWise Manage. As soon as a new user is added in Microsoft Entra ID, their information is reflected as a contact in your ConnectWise Manage. This smooth process improves your client management, ensuring that each new contact receives immediate and appropriate attention while enhancing customer relationships.

When this happens...
New UserTriggers when a new user is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Microsoft Entra ID and ConnectWise Manage

Discover other triggers and actions you can use with Microsoft Entra ID and ConnectWise Manage

New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Display Name
  Required
- Description
- Group Type
  Required
- Mail Enabled
  Required
- Email Nickname
  Required
- Security Enabled
  Required
- Is Assignable To Role
Action
Write
- Group
  Required
Action
Write
- User Id or User Principal Name
  Required
Action
Write
- Group ID
  Required
- Display Name
  Required
- Description
- Mail Nickname
- Visibility
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Service Board Filter
Trigger
Polling
Try It

- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
Try It
- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Search or write

- Group
  Required
- User
  Required
Action
Write
- Display Name
  Required
- Given Name
- Surname
- Email Nickname
  Required
- User Principal Name
  Required
- Password
  Required
- Force Password Change
- Force MFA Password Change
- Job Title
- Department
- Mobile Phone
- Email
- Street Address
- City
- State
- Postal Code (Zip Code)
- Country
Action
Write
- User ID or User Principal Name
  Required
Action
Write
- Group
  Required
- User
  Required
Action
Write
- User ID or User Principal Name
  Required
- Display Name
- First Name
- Last Name
- User Principal Name
- Job Title
- Department
- Street Address
- City
- State
- Postal Code (Zip Code)
- Country
- Mobile Phone
- Email
- Mail Nickname
Action
Write
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write
- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- 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
Search or write

About ConnectWise Manage

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

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About Microsoft Entra ID

Microsoft Entra ID is a cloud-based identity and access management service that lets employees access Microsoft 365, Azure, and thousands of SaaS apps.

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