ConnectWise Manage + Workflowy

Manage new or updated tickets in ConnectWise Manage by creating bullets in Workflowy

When a new or updated ticket comes up in the ConnectWise Manage app, this workflow ensures swift action by creating a bullet point list in the Workflowy app. This automation streamlines your ticket management, ensuring nothing slips through the cracks while optimizing your response time. You can now easily capture and track important ticket information within Workflowy, making your ticket handling process more efficient.

When a new or updated ticket comes up in the ConnectWise Manage app, this workflow ensures swift action by creating a bullet point list in the Workflowy app. This automation streamlines your ticket management, ensuring nothing slips through the cracks while optimizing your response time. You can now easily capture and track important ticket information within Workflowy, making your ticket handling process more efficient.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Ticket

    Triggers when a service ticket is created and/or updated.

    TriggerInstant
  2. automatically do this!
    WorkflowyWorkflowy
    Create Bullet

    Creates a new bullet in a chosen save location.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Service Board Filter

    Trigger
    Polling
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • FileRequired

    • Record IDRequired

    • Record TypeRequired

    • Title

    • Private?

    • Read Only?

    • Is Avatar?

    Action
    Write
    • 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

    Action
    Write
connectwise-manage logo
connectwise-manage logo

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
workflowy logo
workflowy logo

About Workflowy

Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.

Related categories

  • Notes