Add rows to Smartsheet for new or updated ConnectWise Manage projects
Keep your team informed about new or updated projects in ConnectWise Manage by automatically adding them to a Smartsheet sheet. With this workflow, whenever a project is created or updated in ConnectWise Manage, a row will be added to the specified Smartsheet sheet, ensuring everyone has access to the latest project information. Streamline your project management process and improve team collaboration with this convenient automation.
Keep your team informed about new or updated projects in ConnectWise Manage by automatically adding them to a Smartsheet sheet. With this workflow, whenever a project is created or updated in ConnectWise Manage, a row will be added to the specified Smartsheet sheet, ensuring everyone has access to the latest project information. Streamline your project management process and improve team collaboration with this convenient automation.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution