Zapier makes it easy to integrate Autotask with ConnectWise Manage - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
An action happens after the trigger—such as "Attach a File to a Record" in ConnectWise Manage.
Zapier seamlessly connects Autotask and ConnectWise Manage, automating your workflow.
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.
Triggers when a new invoice is found.
Triggers when a new contact is found.
Triggers when a new Project is found.
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When a company profile is updated in ConnectWise Manage, Zapier automatically updates the corresponding company record in Autotask. This keeps both platforms synchronized, eliminates redundant data entry, and ensures that records are always up-to-date for better decision-making.
Business OwnerWhen a new ticket is created in Autotask, Zapier will automatically create a corresponding service ticket in ConnectWise Manage. This ensures both platforms remain aligned, reducing the need for manual updates and ensuring all team members are informed of active tickets.
ITNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and ConnectWise Manage
We allow you to set up triggers in Autotask that automatically initiate actions in ConnectWise Manage. For instance, whenever a new ticket is created in Autotask, you can configure it to create a corresponding service ticket in ConnectWise Manage, ensuring consistent task management across platforms.
Yes, our integration allows the synchronization of ticket status between the two platforms. When a ticket's status is updated in Autotask, the change can be mirrored to update the corresponding ticket status in ConnectWise Manage.
Certainly! We facilitate the transfer of customer data seamlessly. When new clients are added or existing client information is updated in Autotask, these details can be automatically synced with ConnectWise Manage to ensure that your records remain current and accurate.
Our integration includes features designed to prevent duplicate entries. When syncing data between Autotask and ConnectWise Manage, the system checks for existing records before creating new ones, maintaining data integrity across both platforms.
In case of any errors during synchronization, we provide detailed logs and error alerts that help you quickly identify and resolve issues. This ensures minimal disruption to your operations while maintaining data accuracy between systems.
Yes, time entries made in Autotask can be seamlessly linked with project tasks within ConnectWise Manage. This helps ensure that all time tracking aligns with project management efforts.
Certain triggers are unique to each platform due to their distinct feature sets. While many actions are available bidirectionally between Autotask and ConnectWise Manage, some specific workflows or functionalities may require action initiation from one platform alone based on proprietary constraints.
