ConnectWise Manage + Microsoft To Do

Manage new or updated ConnectWise Manage tickets by creating tasks in Microsoft To Do

Ensure timely management of your ConnectWise Manage tickets by creating tasks in Microsoft To Do as soon as there's a new or updated ticket. This automation eases the process, ensures no ticket is missed, and helps you stay organized by listing all necessary tasks in one place. Streamline your task management and boost productivity with this convenient workflow.

Ensure timely management of your ConnectWise Manage tickets by creating tasks in Microsoft To Do as soon as there's a new or updated ticket. This automation eases the process, ensures no ticket is missed, and helps you stay organized by listing all necessary tasks in one place. Streamline your task management and boost productivity with this convenient workflow.

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

    Triggers when a service ticket is created and/or updated.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    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
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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microsoft-todo logo
microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.
Learn moreHelp

Related categories

  • Microsoft
  • Task Management

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