ConnectWise Manage + Microsoft SharePoint
Create list items in Microsoft SharePoint for each new or updated ticket in ConnectWise Manage
Ensure seamless work management with this workflow. Whenever there's a new or updated ticket in ConnectWise Manage, it will create a list item in Microsoft SharePoint. This automation facilitates efficient reporting, offers better visibility into your process, and keeps your team up-to-date on ticket status, ultimately enhancing your task management efficiency.
Ensure seamless work management with this workflow. Whenever there's a new or updated ticket in ConnectWise Manage, it will create a list item in Microsoft SharePoint. This automation facilitates efficient reporting, offers better visibility into your process, and keeps your team up-to-date on ticket status, ultimately enhancing your task management efficiency.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Create List Item
Creates a new item on a list.
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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
