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Set up your first integration
Quickly connect ConnectWise Manage to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - 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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- 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
ActionWrite
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Practical ways you can use ConnectWise Manage and Smartsheet
Track updated ConnectWise tickets in Smartsheet
When a ticket is updated in ConnectWise Manage, Zapier automatically creates or updates a corresponding row in Smartsheet. This ensures IT teams have a centralized, up-to-date view of all ticket statuses in their existing workflows, improving ticket resolution times.
IT
Update Smartsheet rows for new ConnectWise projects
Whenever a new project is created in ConnectWise Manage, Zapier automatically adds or updates a row in Smartsheet. Managers can keep track of projects alongside related tasks, ensuring alignment across teams while saving time on manual data entry.
Project ManagementSync new contacts from ConnectWise to Smartsheet
Zapier automatically adds a new row in Smartsheet whenever a contact is created in ConnectWise Manage, giving Sales Ops teams a clear and updated contact list for efficient follow-ups and customer development.
Sales OpsLearn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Smartsheet
How do I integrate ConnectWise Manage with Smartsheet?
To integrate ConnectWise Manage with Smartsheet, you'll need to use our platform to automate workflows between the two applications. This usually involves setting up specific triggers in ConnectWise Manage, such as when a new service ticket is created or updated, and actions in Smartsheet, like adding a new row or updating an existing one. Our interface will guide you through the process step-by-step.
What types of data can be synchronized between ConnectWise Manage and Smartsheet?
You can synchronize various types of data between ConnectWise Manage and Smartsheet, including service tickets, tasks, project updates, and customer information. By setting up appropriate triggers such as ticket creation or status changes in ConnectWise, you can automatically reflect these changes in your Smartsheet data tables.
Can I update ConnectWise Manage records from Smartsheet?
Yes, our integration allows you to update certain records in ConnectWise Manage directly from actions taken in Smartsheet. For example, if a row representing a service ticket is updated in Smartsheet with additional notes or status changes, these updates can automatically reflect back into the corresponding record in ConnectWise Manage.
What are some common triggers for automation between ConnectWise Manage and Smartsheet?
Common triggers include events such as the creation of a new service ticket, updates to existing tickets or projects within ConnectWise Manage. These events can automatically trigger actions in Smartsheet like creating or updating rows or sending notifications.
How do I handle errors that occur during the integration process?
Errors during the integration process might occur due to incorrect field mappings or API limitations. Our platform provides detailed error messages to help diagnose issues. Additionally, we recommend testing your workflow with sample data before going live to identify potential errors early on.
Is it possible to schedule automated reports from ConnectWise Manage data into Smartsheet?
Yes, you can schedule automated reports by setting up workflows that compile reports from selected data points within ConnectWise Manage and export this information into pre-defined templates or rows within Smartsheet at specified intervals.
Do I need technical expertise to set up the integration between these two platforms?
While some technical knowledge may be beneficial for understanding API interactions and customizing advanced workflows, our platform is designed to be user-friendly. Users are guided through each step of setting up integrations via an intuitive interface that often requires no coding experience.
