ConnectWise Manage + Workflowy
Manage new or updated tickets in ConnectWise Manage by creating bullets in Workflowy
When a new or updated ticket comes up in the ConnectWise Manage app, this workflow ensures swift action by creating a bullet point list in the Workflowy app. This automation streamlines your ticket management, ensuring nothing slips through the cracks while optimizing your response time. You can now easily capture and track important ticket information within Workflowy, making your ticket handling process more efficient.
When a new or updated ticket comes up in the ConnectWise Manage app, this workflow ensures swift action by creating a bullet point list in the Workflowy app. This automation streamlines your ticket management, ensuring nothing slips through the cracks while optimizing your response time. You can now easily capture and track important ticket information within Workflowy, making your ticket handling process more efficient.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Create Bullet
Creates a new bullet in a chosen save location.
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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
