ConnectWise Manage + monday.com
Create new items in monday.com from new or updated tickets in ConnectWise Manage
Streamline your ticket management with this handy workflow. Whenever a ticket is updated or created in ConnectWise Manage, an item reflecting that change is immediately made in your monday.com board. This automation helps to keep you organized and current on ticket status across both platforms, saving you time and eliminating manual data transfer.
Streamline your ticket management with this handy workflow. Whenever a ticket is updated or created in ConnectWise Manage, an item reflecting that change is immediately made in your monday.com board. This automation helps to keep you organized and current on ticket status across both platforms, saving you time and eliminating manual data transfer.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/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
