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.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
New, 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution