ConnectWise Manage + Email by Zapier

Send outbound emails for new or updated ConnectWise Manage projects with Email by Zapier

Stay on top of your ConnectWise Manage projects with this efficient workflow. Whenever a new or updated project is detected in ConnectWise Manage, an outbound email will be sent via Email by Zapier, keeping your team informed and up-to-date. This automation ensures you are constantly updated, streamlining communication and enhancing project management efficiency.

Stay on top of your ConnectWise Manage projects with this efficient workflow. Whenever a new or updated project is detected in ConnectWise Manage, an outbound email will be sent via Email by Zapier, keeping your team informed and up-to-date. This automation ensures you are constantly updated, streamlining communication and enhancing project management efficiency.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Project

    Triggers when a project is created or updated.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
Start free with email
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Supported triggers and actions

    • Service Board Filter

    Trigger
    Polling
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • FileRequired

    • Record IDRequired

    • Record TypeRequired

    • Title

    • Private?

    • Read Only?

    • Is Avatar?

    Action
    Write
    • 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

    Action
    Write
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connectwise-manage logo

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier