ConnectWise Manage + Microsoft Outlook integrations
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.
- When this happens...New/Updated ProjectTriggers when a project is created or updated.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with ConnectWise Manage and Microsoft Outlook
Discover other triggers and actions you can use with ConnectWise Manage and Microsoft Outlook
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - 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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- 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
ActionWrite
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