• Microsoft Outlook logoMicrosoft Outlook logo
  • ConnectWise Manage logoConnectWise Manage logo

Microsoft Outlook + ConnectWise Manage Integrations

How to connect Microsoft Outlook + ConnectWise Manage

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  • Microsoft Outlook triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • Microsoft Outlook

    Send an email from your Outlook account.

    Scheduled

    Action

  • Microsoft Outlook

    Updates a contact.

    Scheduled

    Action

  • Microsoft Outlook

    Search for a contact.

    Scheduled

    Action

  • Microsoft Outlook

    this is the description.

    Scheduled

    Action

  • ConnectWise Manage

    Triggers when a contact is created or updated.

    Instant

    Trigger

  • ConnectWise Manage

    Triggers when a project is created or updated.

    Instant

    Trigger

  • ConnectWise Manage

    Triggers when a service ticket is created and/or updated.

    Instant

    Trigger

  • ConnectWise Manage

    Triggers when a new territory is created.

    Scheduled

    Trigger

  • ConnectWise Manage

    Creates a new company.

    Scheduled

    Action

  • 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

How Microsoft Outlook + ConnectWise Manage Integrations Work

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

Microsoft Outlook Tutorials

microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

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connectwise-manage logo
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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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