New Integration: Seamlessly Manage Your Technology Business with ConnectWise Manage

Keeping your business happily humming along is a lot of work. That’s why having a management tool nowadays is so critical. ConnectWise Manage takes the long hours and tedious data entry out of the equation by automating your daily business processes and consolidating your information. Lean on ConnectWise Manage for all types of solutions: it can act as a help desk tool, a sales and marketing app, a time tracker for your team, and more.

With ConnectWise Manage + Zapier, you can help your business to run even more seamlessly by automatically moving your intake data to your management dashboard and sending tasks to team collaboration tools. Bridge the gaps between ConnectWise Manage and 750+ other business apps via Zapier and fully optimize the rest of your business processes.

How ConnectWise Manage Works with Zapier

Triggers

• New/Updated Ticket: Triggers when ticket is created or updated
• New/Updated Project: Triggers when project is created or updated
• New/Updated Contact: Triggers when a contact is created or updated

Searches

• Find Contact: Find a contact by name, email or other parameter. Optionally, create one if none are found.
• Find Company: Find a company by Company ID. Optionally create one if none are found.
• Find Ticket: Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.

Actions

• Create Contact: Create a new contact
• Update Company: Update an existing company
• Create Company: Create a new company
• Update Ticket: Update an existing ticket
• Create Ticket Note: Add a new note to a ticket
• Create Ticket: Create a new service desk ticket

Automation Inspiration

Get started with these sample Zaps:

Import Customer Feedback

Keep your Team in the Loop

How to Automate ConnectWise Manage with Zapier

1. Sign up for a ConnectWise Manage account, and make sure you have a Zapier account

2. Try some pre-made ConnectWise Manage integrations and learn more about how ConnectWise Manage works with Zapier

3. Check out our ConnectWise Manage help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with ConnectWise Manage and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use ConnectWise Manage with Zapier.