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Zapier makes it easy to integrate ConnectWise Manage with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

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ConnectWise Manage
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ConnectWise Manage
1. Choose trigger event
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Webhooks by Zapier
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Webhooks by Zapier
2. Choose action
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1. Select the event
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ConnectWise Manage
Choose a trigger event

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 "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects ConnectWise Manage and Webhooks by Zapier, 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
    Trigger
    Instant
    Try It
    • New, Updated or Both
    • Board Filter
    • Project Filter
    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Polling
    Try It
    • Company_name
      Required
    • Identifier
      Required
    • Type
      Required
    • Status
      Required
    • Site Name
      Required
    • Address_1
    • Address_2
    • City
    • State
    • Zip_code
    • Country Name
    • Phone Number
    • Website
    • Market
    • Source
    • Number of Employees
    • Territory
    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
    • File
      Required
    • Record ID
      Required
    • Record Type
      Required
    • Title
    • Private?
    • Read Only?
    • Is Avatar?
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • 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

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Practical ways you can use ConnectWise Manage and Webhooks by Zapier

Track new contacts via webhook.

When a new contact is created in ConnectWise Manage, Zapier can trigger a webhook to notify an external system or application. This automation helps business owners ensure communication or task systems are consistently updated for better customer and contact management.

Business Owner
Try it
Post project updates via webhooks.

When a project is updated in ConnectWise Manage, Zapier uses Webhooks to notify a designated system like a CI/CD pipeline or a team communication tool. This keeps engineers informed of project changes without needing to manually check updates.

Engineering
Create tickets when webhooks are triggered.

When a webhook triggers an event in Webhooks by Zapier, such as an application error or a server alert, Zapier automatically creates a ticket in ConnectWise Manage. This streamlines the submission of tickets for IT teams by reducing manual input and ensures quicker response times to incidents.

IT

Learn how to automate Webhooks by Zapier on the Zapier blog

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Frequently Asked Questions about ConnectWise Manage + Webhooks by Zapier 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 Webhooks by Zapier

How do I set up a webhook from ConnectWise Manage to Zapier?

To set up a webhook from ConnectWise Manage to Zapier, first create an API member in ConnectWise. Then, use the Webhooks feature in Zapier to configure your desired trigger event, such as 'New Ticket' or 'Updated Contact.' Finally, link it with an appropriate action in one of the other apps supported by Zapier.

What triggers can I use with ConnectWise Manage and Webhooks by Zapier?

You can choose from various triggers such as 'New Company,' 'Updated Service Ticket,' or 'New Opportunity' when using ConnectWise Manage with Webhooks by Zapier. Each trigger allows you to automate workflows based on specific changes or data inputs within ConnectWise.

Can I update a ticket in ConnectWise when a new entry is made in another app using Webhooks by Zapier?

Yes, you can set up a webhook through Zapier that listens for new entries in other apps and then uses an action step to update the corresponding ticket in ConnectWise Manage.

Are there any limitations on the actions I can perform with ConnectWise Manage and Webhooks by Zapier?

While many actions like creating, updating, or finding records are supported, some complex workflows might require additional API calls or custom coding beyond built-in features of our integrations.

How do I test if my webhook integration between ConnectWise Manage and another app is working properly?

We recommend using the 'Test Trigger' feature in Zapier after setting up your integration. This will simulate an event and help ensure that data flows correctly between ConnectWise Manage and the targeted application.

What should I do if my webhook from ConnectWise stops working suddenly?

First, check for any configuration changes or API issues within your ConnectWise account. Then review the error logs in Zapier under the task history section for details about recent failed attempts. Adjusting settings or reconnecting accounts may resolve most issues.

Is it possible to trigger multiple actions across different apps when using webhooks with ConnectWise Manage?

Absolutely. Using multi-step Zaps in our platform allows you to initiate multiple actions across various apps once a trigger event occurs in ConnectWise Manage.

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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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About Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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