Connect ConnectWise Manage and SolarWinds Service Desk to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with SolarWinds Service Desk - 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 Asset" in SolarWinds Service Desk.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and SolarWinds Service Desk, 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 + SolarWinds Service Desk 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 SolarWinds Service Desk
How do I set up an integration between ConnectWise Manage and SolarWinds Service Desk?
To set up the integration, you need to configure triggers in ConnectWise Manage and corresponding actions in SolarWinds Service Desk. For example, when a new ticket is created in ConnectWise, the system can automatically generate a similar ticket in SolarWinds through a webhook or API call.
Can we automate the transfer of specific data fields between ConnectWise Manage and SolarWinds Service Desk?
Yes, during setup, you can specify which data fields should be transferred. Triggers such as 'new customer' created in ConnectWise can initiate actions like creating a new customer record in SolarWinds with desired data field mappings.
What kind of triggers can we use from ConnectWise Manage for integration?
Triggers might include events like ticket creation, ticket updates, or changes in customer information. Once these triggers are detected, they can prompt actions within SolarWinds Service Desk such as generating tickets or updating existing ones.
Is it possible to update tickets status from SolarWinds back to ConnectWise Manage?
Yes, by setting reverse triggers in SolarWinds Service Desk that communicate changes back to ConnectWise Manage, such as updating the status of a related service ticket or informing about its resolution.
How do we handle synchronization errors between the two platforms?
We suggest implementing error handling workflows that include notifications for critical failures and automatic retries for transient errors. Monitoring logs regularly can also help identify synchronization issues promptly.
Are there any limitations on the number of tickets that can be synchronized daily?
Generally, API rate limits on either platform could impose restrictions on the number of transactions over a given period. It’s important to review both ConnectWise and SolarWinds documentation regarding these limitations during setup.
What should we do if there are discrepancies found post-synchronization between data records on both systems?
Conduct an audit of the integration settings and data field mappings. Adjust any configurations if necessary and consider creating manual correction protocols for resolving discrepancies directly within each system.