ConnectWise Manage + Notion
Create Notion database items from new or updated tickets in ConnectWise Manage
Stay on top of your customer service by letting this workflow handle the task of managing your ConnectWise Manage tickets in your Notion database. Every time there's a new or updated ticket in ConnectWise Manage, the workflow springs into action creating a new database item in Notion. This not only keeps your Notion database up-to-date but also leaves you more time to focus on your customer's issues. Streamline your process and keep your team in sync with customer needs effortlessly.
Stay on top of your customer service by letting this workflow handle the task of managing your ConnectWise Manage tickets in your Notion database. Every time there's a new or updated ticket in ConnectWise Manage, the workflow springs into action creating a new database item in Notion. This not only keeps your Notion database up-to-date but also leaves you more time to focus on your customer's issues. Streamline your process and keep your team in sync with customer needs effortlessly.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/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
