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.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Create Task
Triggers when a new task is created.
- Free forever for core features
- 14 day trial for premium features & apps
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
