ConnectWise Manage + Formidable Forms

Create tickets in ConnectWise Manage for new entries in Formidable Forms

Effortlessly streamline your customer support process by connecting Formidable Forms to ConnectWise Manage. With this workflow, when a new entry is submitted via your Formidable Form, a support ticket is instantly created in ConnectWise Manage. Save time and improve customer satisfaction by letting this automation quickly handle incoming requests.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Ticket
Creates a new service desk or project ticket.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Service Board Filter
Trigger
Polling
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write

- 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
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write

- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- IdRequired
Action
Search
- Company IdentifierRequired
- 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
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
- Initial Description
Action
Search or write

- FormRequired
Trigger
Instant
Try It
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- 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
Action
Write
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
- Initial Description
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- 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
Action
Search or write

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

ConnectWise Manage + Formidable Forms

Create tickets in ConnectWise Manage for new entries in Formidable Forms

Supported triggers and actions

Delete Entry

API Request (Beta)

New Ticket Note

New/Updated Ticket

Attach a File to a Record

Create Contact

Create Ticket Note

Update Ticket

Find Company

Find File

Find Company

Find Ticket

New Entry

New/Updated Contact

New/Updated Project

New Territory

Create Company

Create Ticket

Update Company

API Request (Beta)

Find Contact

Find Ticket

Find Contact

About ConnectWise Manage

Related categories

Similar apps

Zapier Interfaces

About Formidable Forms

Related categories

Similar apps

Formstack

Jotform

Gravity Forms