ConnectWise Manage + Ontraport
Create ticket notes in ConnectWise Manage for new contacts in Ontraport
Keep all your contacts and their information organized with this efficient workflow. When a new contact is added in Ontraport, this automation will create a ticket note in ConnectWise Manage, helping you manage customer interactions more effectively. Stay up-to-date with your clients and save time by eliminating manual data entry.
Keep all your contacts and their information organized with this efficient workflow. When a new contact is added in Ontraport, this automation will create a ticket note in ConnectWise Manage, helping you manage customer interactions more effectively. Stay up-to-date with your clients and save time by eliminating manual data entry.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
