ClickUp + ConnectWise Manage
Create tasks in ClickUp for new or updated projects in ConnectWise Manage
Keep your projects and tasks seamlessly aligned with this streamlined workflow. When a project is added or edited in ConnectWise Manage, a corresponding task is created in ClickUp. This ensures your team will always have an up-to-date task list, eliminating the need for manual updates and double-entry. Boost your productivity and focus on accomplishing your project goals instead of tracking them.
Keep your projects and tasks seamlessly aligned with this streamlined workflow. When a project is added or edited in ConnectWise Manage, a corresponding task is created in ClickUp. This ensures your team will always have an up-to-date task list, eliminating the need for manual updates and double-entry. Boost your productivity and focus on accomplishing your project goals instead of tracking them.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
