Connect ConnectWise Manage and SQL Server to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with SQL Server - 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 "Create Custom Query" in SQL Server.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and SQL Server, 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
- 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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Connect ConnectWise Manage and SQL Server to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate SQL Server on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + SQL Server 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 SQL Server
What is the basic process for integrating ConnectWise Manage with SQL Server?
Our integration utilizes triggers in ConnectWise Manage, such as when a new ticket is created, to automatically update or insert data into your SQL Server database. The setup involves connecting both systems and defining specific actions that should occur following each trigger.
Do I need any special access rights to set up the integration?
Yes, you'll need administrative access to both ConnectWise Manage and the SQL Server database. This access ensures you can define necessary triggers and actions without permission issues during the setup process.
How do I handle errors during the integration process?
We recommend setting up error handling procedures within SQL Server, such as logging any failed actions or transactions. Adjusting trigger conditions in ConnectWise Manage can also help refine and troubleshoot issues as they emerge.
Can I perform actions on data retroactively after creating a trigger?
Triggers primarily operate moving forward from their time of creation. For retroactive updates, you might need to perform ad-hoc queries directly on SQL Server prior to utilizing triggers for ongoing automation.
Are there limitations on the type of data I can sync between ConnectWise Manage and SQL Server?
While most standard records (e.g., tickets, companies) are supported, custom fields might require additional configuration. Our team can provide guidance on whether specific custom fields will work seamlessly or require extra steps.
How does data mapping work between ConnectWise Manage and SQL Server?
During setup, you'll define how fields from ConnectWise Map correspond with those in your SQL Server database. This mapping ensures data consistency across platforms through defined relationships during each trigger event.
What kind of automation scripts can I use with this integration?
SQL scripts or stored procedures can be set up to automate various tasks like updating records or generating reports based on new entries triggered from ConnectWise Manage events. These scripts are executed in response to predefined triggers.
