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Set up your first integration
Quickly connect ConnectWise Manage to Microsoft Teams with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Teams - 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 Channel" in Microsoft Teams.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Teams, 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 Microsoft Teams
Track company updates.
When a new company is created in ConnectWise Manage, Zapier posts the details in a Microsoft Teams channel. This ensures business owners stay informed without manually checking for new updates.
Business Owner
Notify team about new tickets.
When a new service ticket is created in ConnectWise Manage, Zapier automatically sends a notification to a team channel in Microsoft Teams. This streamlines team awareness, ensuring quick responses and reducing ticket resolution time.
ITShare project updates in Teams.
When a project is created or updated in ConnectWise Manage, Zapier sends an update to a specific Microsoft Teams channel. This keeps the entire project team in sync, ensuring alignment and timely updates.
Project ManagementLearn how to automate Microsoft Teams on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Microsoft Teams 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 Microsoft Teams
How do I integrate ConnectWise Manage with Microsoft Teams?
To integrate ConnectWise Manage with Microsoft Teams, you'll need to set up a connection through our platform where you can create workflows that connect triggers from ConnectWise Manage to actions in Microsoft Teams, such as sending a message on a specific event.
What triggers in ConnectWise Manage can initiate actions in Microsoft Teams?
Triggers like new ticket creation or status updates in ConnectWise Manage can initiate corresponding actions like posting a message in a designated Microsoft Teams channel.
Can I customize the alerts from ConnectWise Manage to be sent to specific Microsoft Teams channels?
Yes, you can customize workflows so that specific events or updates from ConnectWise Manage are directed to particular channels within Microsoft Teams for better organization.
Is there a way to notify my team in real-time about updates from ConnectWise Manage?
Absolutely. By setting up appropriate triggers and actions through our service, you can ensure that any updates or changes in ConnectWise Manage are instantly communicated within your selected Microsoft Teams channel.
Do I need any special permissions to link ConnectWise Manage with Microsoft Teams?
You will require administrative permissions both on your ConnectWise Manage account and your organization's Microsoft Teams setup to establish an initial connection and manage integrations.
What kind of support is available if I encounter issues during the integration process?
Our support team is available to assist with any challenges you face during setup. You might also find answers within our community forums or detailed documentation provided online.
Are there pre-built workflow templates for integrating ConnectWise Manage with Microsoft Teams?
Yes, we offer several pre-built templates designed for common use cases which can help you quickly set up standard workflows between ConnectWise Manage and Microsoft Teams.
