Connect ConnectWise Manage and Webhooks by Zapier to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Webhooks by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Webhooks by Zapier - 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 "Custom Request" in Webhooks by Zapier.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Webhooks by Zapier, 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 Webhooks by Zapier
Track new contacts via webhook.
When a new contact is created in ConnectWise Manage, Zapier can trigger a webhook to notify an external system or application. This automation helps business owners ensure communication or task systems are consistently updated for better customer and contact management.
Business Owner
Post project updates via webhooks.
When a project is updated in ConnectWise Manage, Zapier uses Webhooks to notify a designated system like a CI/CD pipeline or a team communication tool. This keeps engineers informed of project changes without needing to manually check updates.
Engineering
Create tickets when webhooks are triggered.
When a webhook triggers an event in Webhooks by Zapier, such as an application error or a server alert, Zapier automatically creates a ticket in ConnectWise Manage. This streamlines the submission of tickets for IT teams by reducing manual input and ensures quicker response times to incidents.
ITLearn how to automate Webhooks by Zapier on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Webhooks by Zapier 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 Webhooks by Zapier
How do I set up a webhook from ConnectWise Manage to Zapier?
To set up a webhook from ConnectWise Manage to Zapier, first create an API member in ConnectWise. Then, use the Webhooks feature in Zapier to configure your desired trigger event, such as 'New Ticket' or 'Updated Contact.' Finally, link it with an appropriate action in one of the other apps supported by Zapier.
What triggers can I use with ConnectWise Manage and Webhooks by Zapier?
You can choose from various triggers such as 'New Company,' 'Updated Service Ticket,' or 'New Opportunity' when using ConnectWise Manage with Webhooks by Zapier. Each trigger allows you to automate workflows based on specific changes or data inputs within ConnectWise.
Can I update a ticket in ConnectWise when a new entry is made in another app using Webhooks by Zapier?
Yes, you can set up a webhook through Zapier that listens for new entries in other apps and then uses an action step to update the corresponding ticket in ConnectWise Manage.
Are there any limitations on the actions I can perform with ConnectWise Manage and Webhooks by Zapier?
While many actions like creating, updating, or finding records are supported, some complex workflows might require additional API calls or custom coding beyond built-in features of our integrations.
How do I test if my webhook integration between ConnectWise Manage and another app is working properly?
We recommend using the 'Test Trigger' feature in Zapier after setting up your integration. This will simulate an event and help ensure that data flows correctly between ConnectWise Manage and the targeted application.
What should I do if my webhook from ConnectWise stops working suddenly?
First, check for any configuration changes or API issues within your ConnectWise account. Then review the error logs in Zapier under the task history section for details about recent failed attempts. Adjusting settings or reconnecting accounts may resolve most issues.
Is it possible to trigger multiple actions across different apps when using webhooks with ConnectWise Manage?
Absolutely. Using multi-step Zaps in our platform allows you to initiate multiple actions across various apps once a trigger event occurs in ConnectWise Manage.
