PlanSo Forms for WordPress + ConnectWise Manage Integrations

How to connect PlanSo Forms for WordPress + ConnectWise Manage

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Supported triggers and actions

What does this mean?

New Submission
Triggers when a form is submitted
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all projects.
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Write
- Ticket TypeRequired
- TextRequired
  Provides text to the notes.
- Detail Description
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Internal Analysis
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
- Resolution
  At least one of Detail Description, Internal Analysis, or Resolution must be marked "Yes".
Action
Write

- Ticket TypeRequired
- Summary
  The maximum amount of characters for this field is 100.
Action
Write
- Api Docs Info
  API docs for ConnectWise Manage are located here https://developer.connectwise.com/Documentation
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Search or write

- New, Updated or Both
- Company Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Contact Type Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
- Specific Contact Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all contacts.
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Specific Service Ticket Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
- Project Filter
  This is a filter parameter. Please select no more than one. Leaving these blank will trigger on all tickets.
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
  Must be unique. Maximum amount of characters: 25
- TypeRequired
  Add one or more company types.
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
  Maximum amount of characters: 50
- Zip Code
- Country Name
  Example: United States.
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
  The subject line or description line for the ticket. Maximum character length: 100.
- CompanyRequired
- Record TypeRequired
- Priority
  The impact and urgency defined as a singular value to determine the priority of a ticket.
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
  Street address
- Address Line 2
  Apartment, suite or space number
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
  After selecting, click the "Refresh Fields" button in order to display additional fields.
- Parameter 1Required
- Value 1Required
- First NameRequired
  This has a maximum length of 30 characters
- Last NameRequired
- Title
- Email
  Must be unique.
- Default Email
- Phone Number
- Default Phone
- Phone Type
  Defaults to "Cell" if left blank.
- Type
  Optionally select one or more contact types.
- Company
- Primary Contact
  If true, this will be the primary contact for the selected company.
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
  Example: United States.
Action
Search or write

How PlanSo Forms for WordPress + ConnectWise Manage Integrations Work

Step 1: Authenticate PlanSo Forms for WordPress 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.

Connect apps

Connect PlanSo Forms for WordPress + ConnectWise Manage

About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Related categories

Similar apps

Jotform

Forms & Surveys

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Formidable Forms

Forms & Surveys, WordPress

About ConnectWise Manage

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

Related categories

CRM (Customer Relationship Management)

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PlanSo Forms for WordPress + ConnectWise Manage Integrations

How to connect PlanSo Forms for WordPress + ConnectWise Manage

Connect your apps and automate workflows

New Submission

New/Updated Project

New, Updated or Both

Board Filter

Project Filter

New Territory

Create Contact

First 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

Create Ticket Note

Ticket TypeRequired

TextRequired

Detail Description

Internal Analysis

Resolution

Update Ticket

Ticket TypeRequired

Summary

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Param Number

Parameter 1Required

Value 1Required

Find Company

Company IdentifierRequired

Company 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

Find Ticket

Ticket TypeRequired

Param Number

Parameter 1Required

Value 1Required

SummaryRequired

CompanyRequired

Record TypeRequired

Priority

New/Updated Contact

New, Updated or Both