Formstack + ConnectWise Manage Integrations

How to connect Formstack + ConnectWise Manage

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New Form
Triggers when a new form is added.
Trigger
Scheduled
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Trigger
Instant
Create Submission
Creates a submission for a form in FormStack.
Action
Write
New/Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
New/Updated Project
Triggers when a project is created or updated.
Trigger
Instant

New/Updated Ticket
Triggers when a service ticket is created and/or updated.
Trigger
Instant
New Territory
Triggers when a new territory is created.
Trigger
Scheduled

ConnectWise Manage
Creates a new contact.
Scheduled
Action
ConnectWise Manage
Creates a new service desk or project ticket.
Scheduled
Action
ConnectWise Manage
Create a service note or ticket note.
Scheduled
Action
ConnectWise Manage
Updates an existing company.
Scheduled
Action
ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Scheduled
Action

Step 1: Authenticate Formstack and ConnectWise Manage.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.