How to connect SendSafely + ConnectWise Manage
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- New Dropzone SubmissionTriggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.Trigger
- New/Updated ContactTriggers when a contact is created or updated.Trigger
- New/Updated ProjectTriggers when a project is created or updated.Trigger
- New/Updated TicketTriggers when a service ticket is created and/or updated.Trigger
- New TerritoryTriggers when a new territory is created.Trigger
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create TicketCreates a new service desk or project ticket.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 SendSafely + ConnectWise Manage Integrations Work
- Step 1: Authenticate SendSafely 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.
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