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ConnectWise Manage + Microsoft Outlook

Send emails in Microsoft Outlook for new or updated projects in ConnectWise Manage

Stay on top of your ConnectWise Manage projects by instantly receiving an email in Microsoft Outlook whenever there's an update or a new project is created. This automation saves you time and ensures you're always up-to-date with your projects, streamlining your workflow and improving communication.

Stay on top of your ConnectWise Manage projects by instantly receiving an email in Microsoft Outlook whenever there's an update or a new project is created. This automation saves you time and ensures you're always up-to-date with your projects, streamlining your workflow and improving communication.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Project

    Triggers when a project is created or updated.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • SummaryRequired

    • CompanyRequired

    • Record TypeRequired

    • Priority

    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
    • 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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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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