ConnectWise Manage + monday.com
Create items in monday.com for new or updated projects in ConnectWise Manage
Efficiently manage your projects with this workflow that connects ConnectWise Manage and monday.com. When a new or updated project is detected in ConnectWise Manage, an item will be created in monday.com, allowing you to keep track of project details seamlessly. Streamline your project management process while ensuring all crucial information is centralized within your monday.com boards.
Efficiently manage your projects with this workflow that connects ConnectWise Manage and monday.com. When a new or updated project is detected in ConnectWise Manage, an item will be created in monday.com, allowing you to keep track of project details seamlessly. Streamline your project management process while ensuring all crucial information is centralized within your monday.com boards.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create Item
Create a new Item in a board
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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
