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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with ShipStation - 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 Order" in ShipStation.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and ShipStation, 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 + ShipStation 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 ShipStation
How do I set up the integration between ConnectWise Manage and ShipStation?
To set up the integration, start by choosing a trigger event in ConnectWise Manage, such as 'New Company' or 'Updated Ticket.' Then, select a corresponding action in ShipStation, like 'Create Order' or 'Update Order'. We provide step-by-step guidance in our interface to map these triggers and actions accordingly.
Can I automate order creation in ShipStation using ticket updates in ConnectWise Manage?
Yes, you can automate order creation by selecting 'Updated Ticket' as the trigger in ConnectWise Manage. This will allow you to automatically create a new order in ShipStation whenever a ticket is updated. Simply map the relevant fields between both applications during setup.
Which triggers from ConnectWise Manage are supported for this integration?
Our integration supports various triggers from ConnectWise Manage such as 'New Company', 'New Ticket', 'Updated Ticket', and more. You can choose any of these triggers to start an automated workflow with ShipStation.
What actions can be executed in ShipStation using this integration?
In ShipStation, you can perform actions like creating orders, updating existing orders, and more. The specific actions available depend on the trigger event selected from ConnectWise Manage.
Is it possible to update only specific orders in ShipStation based on certain conditions?
Yes, while setting up your integration, you can use filters to specify conditions that must be met for an action to run. For example, only update orders with a certain status or within a specific date range.
How do we handle data mapping between ConnectWise Manage and ShipStation during integration?
During the setup process, you’ll be prompted to map fields between ConnectWise Manage and ShipStation manually. We guide you through matching fields such as company name, address details, and order specifics where applicable.
What should I do if my triggers or actions aren’t working correctly after setup?
First, double-check that all fields are correctly mapped and that your trigger-action combinations are valid. If issues persist, our support team is here to help troubleshoot any problems with your configured workflows.