ConnectWise Manage + Zapier Tables
Create records in Zapier Tables for new or updated contacts in ConnectWise Manage
Keep your data fresh and organized with this seamless workflow. When a new or updated contact occurs in ConnectWise Manage, it instantly creates a corresponding record in Tables by Zapier. It simplifies your data management, enabling you to stay on top of your contact list, enhancing efficiency and accuracy.
Keep your data fresh and organized with this seamless workflow. When a new or updated contact occurs in ConnectWise Manage, it instantly creates a corresponding record in Tables by Zapier. It simplifies your data management, enabling you to stay on top of your contact list, enhancing efficiency and accuracy.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Record
Creates a new record on a table.
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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
Service 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?
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
