1.Monitor new ticket creation
Integrate ConnectWise Manage, ticket boards, and helpdesk workflows to detect new ticket creation to route downstream automation.
Create mirrored support tickets in secondary service desk
Automatically monitor new ticket creation across ConnectWise Manage boards in your support stack. Create and update mirrored helpdesk tickets when new ticket created or board entry detected or company match hitsβso you can normalize priority and status, link dedupe records, and embed attachments without manual duplicate handling.
How this automation prevents duplicate tickets in your secondary desk
When new tickets and attachments show up across channels, delays can create duplicate work and missing context. This automation monitors ConnectWise Manage tickets, filters eligibility, creates matching tickets, and updates dedupe linksβso your team can respond faster with clean traceability.
ConnectWise Manageor swap with your favorite app
2.Continue only for qualifying tickets
Integrate Zapier, board filters, and company filters to continue only for eligible tickets to prevent unnecessary ticket creation.
Email by Zapieror swap with your favorite app
3.Deduplicate by ticket ID
Integrate Zapier Tables, lookup tables, and audit records to find or create dedupe mappings to track ticket cross-references.
Zapier Tablesor swap with your favorite app
4.Pause to allow ticket details
Integrate Delay by Zapier, attachment readiness, and notes availability to pause briefly to improve formatting accuracy for descriptions.
5.Map priority and status codes
Integrate Formatter by Zapier, code mapping, and ticket fields to map priority status and subtypes to normalized helpdesk values.
Formatter by Zapieror swap with your favorite app
6.Clean notes and extract image URLs
Integrate Code by Zapier, text formatting, and attachment parsing to convert multi-line notes and extract image URLs to enrich the description.
Code by Zapieror swap with your favorite app
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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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