Connect ConnectWise Manage and RingCentral to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with RingCentral - 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 "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and RingCentral, 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 RingCentral
Log new call details in ConnectWise tickets
When a new call log record is generated in RingCentral, Zapier can automatically create or update a corresponding service ticket in ConnectWise Manage with the call details. This simplifies tracking client interactions, ensuring no call details are missed when resolving service tickets, and improving resolution times.
Business Owner
Create new ConnectWise tickets from voicemails
Whenever a new voicemail is received in RingCentral, Zapier can create a new ticket in ConnectWise Manage. This allows the IT team to efficiently manage incoming requests and prioritize issues based on client messages, reducing response times.
ITLearn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + RingCentral 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 RingCentral
What is ConnectWise Manage?
ConnectWise Manage is a business management platform designed for technology solution providers to streamline operations, automate business processes, and provide visibility across departments.
How does the integration between ConnectWise Manage and RingCentral work?
The integration allows you to automate workflows between ConnectWise Manage and RingCentral using triggers and actions. For example, you can configure it so that when a new ticket is created in ConnectWise Manage, a notification or call can be triggered via RingCentral.
What are some typical triggers in this integration?
Common triggers include the creation of new tickets, updates to existing tickets, or changes in service request statuses within ConnectWise Manage. These can initiate actions in RingCentral such as sending messages or making calls.
Which actions can be performed in RingCentral through this integration?
You can perform various actions such as sending SMS messages, initiating voice calls, or creating conference calls based on specific events triggered in ConnectWise Manage.
Is any coding required to set up the integration between these platforms?
No coding is required. The integration setup allows you to use a simple interface where you can map triggers from ConnectWise Manage to actions in RingCentral using predefined templates.
Can I customize the workflow for my specific needs?
Yes, our integration offers flexibility allowing you to customize which specific triggers lead to particular actions. You can adjust settings according to your company's operational needs.
What should I do if a trigger-action pair doesn't seem to work correctly?
Should any issues arise with trigger-action pairs, review the setup configurations for inaccuracies. If problems persist, reach out through our support channel for troubleshooting assistance.
