ConnectWise Manage + Notion
Automatically create database items in Notion for new or updated projects in ConnectWise Manage
Keep all your work records streamlined and consistent with this handy workflow. When there's a new or updated project in ConnectWise Manage, it swiftly creates a corresponding database item in Notion. No more tedious manual data transferring - this automation takes care of it so you can focus on project execution and management. Keep your projects organized and up-to-date, saving you time and reducing errors.
Keep all your work records streamlined and consistent with this handy workflow. When there's a new or updated project in ConnectWise Manage, it swiftly creates a corresponding database item in Notion. No more tedious manual data transferring - this automation takes care of it so you can focus on project execution and management. Keep your projects organized and up-to-date, saving you time and reducing errors.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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
