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Set up your first integration
Quickly connect ConnectWise Manage to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Slack - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Slack, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Service Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- 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
ActionWrite
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Practical ways you can use ConnectWise Manage and Slack
Notify via Slack for updated projects
Stay on top of ongoing projects by creating an automation between ConnectWise Manage and Slack. When a project is updated in ConnectWise Manage, Zapier can post an alert to a relevant Slack channel. This ensures you're always informed about progress or changes without needing to manually check project details, helping to maintain momentum and focus on critical tasks.
Business Owner
Post new service tickets in Slack channels
Ensure your IT team stays informed about support activities by connecting ConnectWise Manage to Slack. When a new service ticket is created in ConnectWise Manage, Zapier can automatically post a summary to a designated Slack channel. This keeps your team updated in real time, reducing response times and ensuring priority issues are seen immediately.
ITAlert team in Slack for new project assignments
Accelerate team coordination by automating notifications for new project assignments. When a new project is added in ConnectWise Manage, Zapier sends a message to your team's Slack channel. It eliminates delays in communication, helping your team to act faster and hit deadlines efficiently.
Project ManagementLearn how to automate Slack on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Slack
How do I connect ConnectWise Manage to Slack for notifications?
To connect ConnectWise Manage to Slack, you need to set up a workflow that triggers a notification in Slack based on specific actions in ConnectWise Manage. We offer integration options where you can select events like 'New Ticket Created' or 'Ticket Status Updated' as triggers, which will then send notifications directly to your specified Slack channel.
What types of triggers are available for this integration?
Our integration supports various triggers such as new tickets, ticket status updates, and time entries in ConnectWise Manage. You can choose any of these events to prompt an action in Slack, like sending a message or alert.
Can I customize the messages sent to Slack from ConnectWise Manage?
Yes, you can customize the messages. You have the ability to format the text and include key information from the trigger event like ticket ID, status, and assigned user directly into your Slack messages.
Are there any limitations on the number of actions between ConnectWise Manage and Slack?
There are no hard limitations imposed by us on the number of actions you can set up between ConnectWise Manage and Slack. However, be mindful of any rate limits that might be set by either platform when configuring frequent automated actions.
Is it possible to use this integration for internal team alerts only?
Yes, it's possible to configure the notifications so they are only sent to private channels or direct messages within your team’s Slack workspace. This ensures that sensitive information is only accessible by relevant team members.
How secure is my data when integrating ConnectWise Manage with Slack?
We prioritize security when facilitating integrations. Both platforms support encrypted data channels, ensuring that information transferred from ConnectWise Manage to Slack remains secure throughout its journey.
Can I trigger actions in ConnectWise Manage from activities in Slack?
Currently, our primary support is for triggering actions in Slack based on events occurring within ConnectWise Manage. Directly triggering activities back into ConnectWise from a Slack event requires additional custom setup outside of our standard integration services.
