ConnectWise Manage + monday.com
Create new monday.com boards for updated ConnectWise Manage projects
Keep your monday.com boards up-to-date whenever there's a new or updated project in ConnectWise Manage. With this workflow, every time a project is added or updated in ConnectWise Manage, it will automatically create a new board in monday.com, ensuring seamless organization and visibility across platforms. Stay on top of project management without the need for manual updates.
Keep your monday.com boards up-to-date whenever there's a new or updated project in ConnectWise Manage. With this workflow, every time a project is added or updated in ConnectWise Manage, it will automatically create a new board in monday.com, ensuring seamless organization and visibility across platforms. Stay on top of project management without the need for manual updates.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Board
Creates a new board
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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
