Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
100%
Help
ConnectWise Manage
ConnectWise Manage
1. Choose trigger event
Microsoft Outlook
Microsoft Outlook
2. Choose action
1. Select the event
Setup
Test
ConnectWise Manage
Choose a trigger event
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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Outlook, 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.
Create a new record or update an existing record in your app.
Distribution list
Required
User email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
SearchTerm
Required
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search_info
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group email address or ID
Required
Search Term
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start Date & Time
Required
End Date & Time
Required
Select Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use ConnectWise Manage and Microsoft Outlook with AI agents and code
Beyond Zap workflows. Call ConnectWise Manage and Microsoft Outlook actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ConnectWise Manage and Microsoft Outlook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach a File to a Record
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ConnectWise Manage and Microsoft Outlook
Get meeting reminders with ticket details.
Ensure effective client engagement. When a calendar event starts in Outlook, Zapier fetches relevant ticket information from ConnectWise Manage and compiles it for review. This allows business owners to enter meetings fully prepared, reducing missed details and increasing client satisfaction.
Stay on top of IT service tickets. When a service ticket is created or updated in ConnectWise Manage, Zapier sends an email notification through Outlook. This keeps IT professionals informed in real-time, improving ticket resolution speed and team coordination.
Streamline contact management. When a new contact is added in Outlook, Zapier automatically creates or updates the contact in ConnectWise Manage. This ensures your marketing database is always current, improving segmentation and engagement rates.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your ConnectWise Manage to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about ConnectWise Manage + Microsoft Outlook 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 Microsoft Outlook
How do I integrate ConnectWise Manage with Microsoft Outlook using your platform?
To integrate ConnectWise Manage with Microsoft Outlook, you need to set up a 'Zap' on our platform. You'll choose a trigger event from ConnectWise Manage, such as creating a new ticket, and an action event in Outlook, like sending an email. Follow our step-by-step guide to authenticate both applications and map the necessary fields.
What triggers in ConnectWise Manage can initiate actions in Microsoft Outlook?
Our integration supports various triggers in ConnectWise Manage such as new ticket creation, ticket updates, or new company creation. These can initiate actions like sending emails or creating calendar events in Outlook.
Can I update calendar events in Microsoft Outlook from ConnectWise Manage?
Yes, our integration allows you to update Outlook calendar events based on specific triggers in ConnectWise Manage. For instance, updating a service ticket can automatically reschedule related appointments in your Outlook calendar.
Is it possible to send emails through Microsoft Outlook when tickets are updated in ConnectWise Manage?
Absolutely! When a ticket is updated in ConnectWise Manage, you can configure an action that sends out an email notification via Microsoft Outlook to keep your team informed.
How do I authenticate my accounts for integration between these platforms?
During the setup of your Zap, you'll be prompted to log into both your ConnectWise Manage and Microsoft Outlook accounts. Our platform uses secure authentication methods to ensure your data remains protected throughout the process.
Are there pre-built templates for common integration scenarios?
Yes, we offer several pre-built Zap templates that cover common scenarios like syncing contacts or automating email notifications between ConnectWise Manage and Microsoft Outlook. You can customize these templates according to your needs.
What should I do if I encounter issues during the integration setup?
If you run into any problems while setting up the integration between ConnectWise Manage and Microsoft Outlook, check our troubleshooting guides available within the platform's help section. Our support team is also ready to assist you with any specific queries.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
