Connect ConnectWise Manage and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with monday.com - no code necessary. See how you can get setup in minutes.
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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and monday.com, 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.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- 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
ActionWrite
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Practical ways you can use ConnectWise Manage and monday.com
Update IT tickets with resolved customer issues
When a customer issue is marked resolved in monday.com, Zapier automatically updates the corresponding service ticket in ConnectWise Manage. This keeps records up to date and ensures the support team and IT staff stay aligned, improving problem resolution efficiency.
Customer Support Ops
Track engineering tasks with ConnectWise tickets
When ConnectWise Manage generates a new project ticket, Zapier creates a task item in monday.com. This automation streamlines the task management process for engineers, offering improved organization and visibility into ticket details.
Engineering
Sync new ConnectWise tickets to monday.com
When a new service ticket is created in ConnectWise Manage, Zapier automatically creates an item in monday.com to track progress. This integration ensures all tickets are visible in monday.com, allowing IT teams to prioritize and resolve issues without missing anything.
ITLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + monday.com 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 monday.com
What is required to integrate ConnectWise Manage with monday.com?
To integrate ConnectWise Manage with monday.com, you will need active accounts on both platforms. Our integration app facilitates the process, allowing for seamless data movement between the two applications.
Can I create items in monday.com based on triggers in ConnectWise Manage?
Yes, you can set up triggers in ConnectWise Manage that automatically create new items in monday.com. For example, when a new ticket is created in ConnectWise, a new corresponding task can be generated on your monday.com board.
What actions can be taken in ConnectWise Manage from changes made in monday.com?
You can configure actions such as updating tickets or scheduling activities in ConnectWise Manage whenever certain updates occur on your monday.com boards. For instance, moving a task to 'completed' on monday.com can trigger an update to close the associated ticket in ConnectWise.
Is it possible to synchronize data bidirectionally between ConnectWise Manage and monday.com?
Yes, our integration allows bidirectional sync between the two platforms. This means updates made on either platform can reflect instantly on the other, promoting consistency across your workflow without manual entry.
How do I handle duplicate data when integrating both systems?
We employ intelligent data matching and filtering techniques to minimize duplicates upon integration. Furthermore, setting specific triggers and actions helps maintain unique entries by automating processes only when necessary.
Are there predefined templates or workflows available for this integration?
While we offer some predefined templates and workflows for common scenarios between ConnectWise Manage and monday.com integrations, you also have the flexibility to customize these based on your specific process needs.
Can I monitor integration performance or issues directly within the platform?
Yes, we provide monitoring tools within our interface so you can track the performance of integrations and quickly resolve any issues. Alerts can also be configured to notify you about any potential disruptions or failures during synchronization.
