ConnectWise Manage + Trello
Create cards in Trello from new or updated tickets in ConnectWise Manage
Keep your project management simplified with this powerful workflow. Whenever there's a new or updated ticket in ConnectWise Manage, it creates a Trello card for you. This way, your team gets an immediate heads up and can start working on tasks swiftly. Save time and boost efficiency by bridging your customer support with project management seamlessly.
Keep your project management simplified with this powerful workflow. Whenever there's a new or updated ticket in ConnectWise Manage, it creates a Trello card for you. This way, your team gets an immediate heads up and can start working on tasks swiftly. Save time and boost efficiency by bridging your customer support with project management seamlessly.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Create Card
Triggers when a new card is added.
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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
