ConnectWise Manage + Motion.io
Create new Motion.io projects from new or updated ConnectWise Manage projects
When a new or updated project emerges in ConnectWise Manage, it can be a hassle to manually create the same in Motion.io. This automation makes sure that every new or changed project in ConnectWise Manage results in a project being created in Motion.io. By streamlining your workflow, this saves time, eliminates potential errors, and allows you to focus more on the project itself.
When a new or updated project emerges in ConnectWise Manage, it can be a hassle to manually create the same in Motion.io. This automation makes sure that every new or changed project in ConnectWise Manage results in a project being created in Motion.io. By streamlining your workflow, this saves time, eliminates potential errors, and allows you to focus more on the project itself.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Project
Creates a new project in Motion.io (optionally using a defined template).
- 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
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
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
