ConnectWise Manage + OneNote
Create notes in OneNote for new or updated projects in ConnectWise Manage
Stay on top of project updates in real-time with this ConnectWise Manage - OneNote workflow. Whenever there's a new or updated project in ConnectWise Manage, it instantly creates a corresponding note in a chosen section of OneNote. This way, you can maintain an organized record of all your projects and their updates, ensuring you never miss the slightest detail. This automation ensures that your records stay up-to-date and accurate, alleviating the stress of manual data entry.
Stay on top of project updates in real-time with this ConnectWise Manage - OneNote workflow. Whenever there's a new or updated project in ConnectWise Manage, it instantly creates a corresponding note in a chosen section of OneNote. This way, you can maintain an organized record of all your projects and their updates, ensuring you never miss the slightest detail. This automation ensures that your records stay up-to-date and accurate, alleviating the stress of manual data entry.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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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
