How to connect Wrike + ConnectWise Manage
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- New FolderTriggered when a new folder is created.Trigger
- New TaskTriggered when a new task is created.Trigger
- Create CommentCreate a new comment.Action
- Create FolderCreate a new folder.Action
- Create TaskCreate a new task.Action
- Create Time EntryCreate a new time entry.Action
- New/Updated ContactTriggers when a contact is created or updated.Trigger
- New/Updated ProjectTriggers when a project is created or updated.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 Wrike + ConnectWise Manage Integrations Work
- Step 1: Authenticate Wrike 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.
Wrike Tutorials
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