• Microsoft Office 365 logoMicrosoft Office 365 logo
  • ConnectWise Manage logoConnectWise Manage logo

Microsoft Office 365 + ConnectWise Manage Integrations

How to connect Microsoft Office 365 + ConnectWise Manage

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  • Microsoft Office 365 triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • Microsoft Office 365

    Send an email from your Office 365 account.

    Scheduled

    Action

  • Microsoft Office 365

    Updates a contact.

    Scheduled

    Action

  • Microsoft Office 365

    Search for a contact.

    Scheduled

    Action

  • Microsoft Office 365

    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 Office 365 + ConnectWise Manage Integrations Work

  1. Step 1: Authenticate Microsoft Office 365 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.
office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn more

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connectwise-manage logo
connectwise-manage logo

About ConnectWise Manage

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

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