ConnectWise Manage + Wiza
Create new companies in ConnectWise Manage when contacts are synced in Wiza
When a new contact gets added in Wiza, use this workflow to seamlessly create a corresponding company in ConnectWise Manage. This automation will streamline your processes, sparing you from manually doing the task and ensuring your data remains consistent across both platforms. Simplify your contact management and let this workflow do the hard work, saving you time and enhancing your productivity.
When a new contact gets added in Wiza, use this workflow to seamlessly create a corresponding company in ConnectWise Manage. This automation will streamline your processes, sparing you from manually doing the task and ensuring your data remains consistent across both platforms. Simplify your contact management and let this workflow do the hard work, saving you time and enhancing your productivity.
- When this happens...Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
- automatically do this!Create Company
Creates a new company.
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Contact Synced
Triggers when you sync a contact from Wiza (individually or part of a list).
Try ItService Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany 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
