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ConnectWise Manage
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ConnectWise Manage
1. Choose trigger event
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Slack
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Slack
2. Choose action
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1. Select the event
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ConnectWise Manage
Choose a trigger event

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
    Trigger
    Instant
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Project Filter
    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Polling
    Try It
    • Company_name
      Required
    • Identifier
      Required
    • Type
      Required
    • Status
      Required
    • Site Name
      Required
    • Address_1
    • Address_2
    • City
    • State
    • Zip_code
    • Country Name
    • Phone Number
    • Website
    • Market
    • Source
    • Number of Employees
    • Territory
    Action
    Write
    • Service Board Filter
    Trigger
    Polling
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Specific Service Ticket Filter
    • Project Filter
    Trigger
    Instant
    Try It
    • File
      Required
    • Record ID
      Required
    • Record Type
      Required
    • Title
    • Private?
    • Read Only?
    • Is Avatar?
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • 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
    Action
    Write

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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
Try it
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.

IT
Alert 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 Management

Learn how to automate Slack on the Zapier blog

Make work flow with AI

Level up your ConnectWise Manage to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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