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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with WordPress - 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 "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and WordPress, 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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Frequently Asked Questions about ConnectWise Manage + WordPress 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 WordPress
How do I integrate ConnectWise Manage with WordPress using Zapier?
You can integrate ConnectWise Manage with WordPress by setting up workflows with triggers such as 'New Ticket' in ConnectWise, which can then lead to actions like creating or updating posts in your WordPress site.
Can I automatically create WordPress posts from new tickets in ConnectWise Manage?
Yes, by using the 'New Ticket' trigger from ConnectWise Manage, you can set an action to automatically create a new post on your WordPress site.
Is it possible to update a WordPress page when there's a new opportunity in ConnectWise?
Absolutely. When a new opportunity arises in ConnectWise, you can use this event as a trigger to update specific pages on your WordPress site with the latest information.
What should I do if my integration between WordPress and ConnectWise fails?
Check the Zap history for errors. Ensure that the API keys for both ConnectWise and WordPress are correctly entered and have not expired. Also, verify that both applications are up-to-date and that you have configured the triggers and actions accurately.
Can I send form submissions from my WordPress site to ConnectWise Manage?
Yes, you can capture form submissions on your WordPress site and send them as service tickets or leads directly to ConnectWise Manage by setting up appropriate triggers and actions within our integration platform.
Do I need coding experience to set up integrations between Connectiwise Manage and Wordpress?
No coding is required. Our user-friendly platform allows you to create these integrations using pre-built triggers and actions through a simple interface without any programming knowledge.
Are there limitations on how many tasks automation runs between Connectwise Manage and Wordpress per month?
There may be limits based on your pricing plan regarding how many automation tasks or 'Zaps' run per month. It's best to check your current subscription details for specific limits.