Connect ConnectWise Manage and Zendesk to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Zendesk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Zendesk - 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 "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Zendesk, 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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Practical ways you can use ConnectWise Manage and Zendesk
Track Zendesk tickets in ConnectWise Manage.
When a new ticket is created in Zendesk, Zapier syncs it to ConnectWise Manage as a service ticket. This integration allows engineering teams to keep development-related tickets centralized, improving task management and cross-team collaboration.
Engineering
Sync new ConnectWise Manage tickets with Zendesk.
When a new service ticket is created in ConnectWise Manage, Zapier creates a matching ticket in Zendesk. This ensures your IT team can manage and resolve issues consistently from their preferred platform, reducing response times and improving ticket handling efficiency.
ITLearn how to automate Zendesk on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Zendesk 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 Zendesk
What is the purpose of integrating ConnectWise Manage with Zendesk?
Integrating ConnectWise Manage with Zendesk allows you to streamline your customer support and IT service management processes. Through this integration, you can automate workflows between the two platforms, such as creating trigger-based actions where a ticket update in Zendesk can automatically create or update a service ticket in ConnectWise Manage.
How do I connect Zendesk to ConnectWise Manage?
To connect Zendesk with ConnectWise Manage, you’ll need to use our integration platform. Start by selecting Zendesk and ConnectWise Manage as your apps of choice. You will then choose triggers, such as 'New Ticket' in Zendesk and corresponding actions like 'Create a Service Ticket' in ConnectWise Manage. Follow the on-screen instructions to set up your automation.
Can I create custom triggers for the integration?
Yes, we support custom triggers for the integration. You can set specific conditions within either ConnectWise Manage or Zendesk that must be met before an action is executed. This customization ensures that your integration only runs when you need it to.
What information is transferred between the two platforms?
The specific information transferred depends on how you've set up your automation rules. Common data points include ticket details such as status updates, comments, ticket assignee information in Zendesk, which can be mapped to service tickets in ConnectWise Manage.
Is it possible to update existing tickets automatically through the integration?
Yes, our platform allows for automatic updates of existing tickets. You can set up triggers that detect changes on either side – say a ticket status change in Zendesk – and configure actions that update corresponding tickets in ConnectWise Manage based on those changes.
Does the integration support bidirectional syncing?
Currently, our integrations platform supports one-way syncing from either platform with plans to introduce bidirectional syncing features soon. This means you can automate workflows from Zendesk to ConnectWise or vice versa based on your requirements.
Are there any limitations when using this integration for trigger-based automations?
There are no major limitations for setting up trigger-based automations; however, it's important to ensure that API limits are not exceeded within each platform's usage policies. Specific limitations may depend on your current plan with us or feature access levels within both applications.
