1.Monitors new project changes
Integrate ConnectWise Manage and ticketing workflows to watch for new or updated projects and trigger record checks.
Create and update centralized project records from PM
Automatically monitor new and updated projects across ConnectWise Manage and Microsoft SharePoint. Create and update centralized project records when project created, project updated, or status shiftsβso you can extract custom fields, match tracker items, and keep project details current without manual data entry.
How this automation keeps project records accurate
When new projects arrive and project status changes get missed, tracker data quickly drifts and reporting becomes unreliable. This automation parses custom fields and matches your tracker, then updates or creates SharePoint recordsβso your team can trust a single source of truth.
ConnectWise Manageor swap with your favorite app
2.Parses custom field role values
Integrate Code by Zapier and data parsing tools to run JavaScript and map custom field arrays to extracted role values.
Code by Zapieror swap with your favorite app
3.Finds matching tracker item
Integrate Microsoft SharePoint and lookup tools to find the tracker list item by external project ID and title.
Microsoft SharePointor swap with your favorite app
4.Updates or creates tracker record
Integrate Microsoft SharePoint and record management to update mapped project fields or create a new item for unmatched projects.
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Improve project visibility with automated status updates, deadline alerts, and task logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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