Connect ConnectWise Manage and Zoom to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Zoom - 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 "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Zoom, 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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Connect ConnectWise Manage and Zoom to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Resolve incidents faster with automation
Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Zoom 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 Zoom
What specific triggers are available when integrating ConnectWise Manage with Zoom?
When integrating ConnectWise Manage with Zoom, we support triggers such as the creation of new tickets in ConnectWise Manage. As soon as a ticket is created, an action can be triggered in Zoom, like scheduling a meeting.
Can actions be automated from Zoom back to ConnectWise Manage?
Yes, you can automate actions from Zoom back to ConnectWise Manage. For instance, when a scheduled meeting ends in Zoom, we can trigger an update in ConnectWise Manage to log the meeting notes or timesheet entries automatically.
Is it possible to schedule meetings in Zoom directly from a ticket update in ConnectWise Manage?
Absolutely. You can set up an automation to schedule a Zoom meeting whenever there is a status update on a specific ticket in ConnectWise Manage. This ensures immediate communication with the client without leaving your workspace.
How does user authentication work between ConnectWise Manage and Zoom during the integration process?
During the integration process, users will need to authenticate both their ConnectWise Manage and Zoom accounts. We ensure that this authentication is secure and follows industry best practices for data protection and privacy.
What happens if there's an error during the integration between ConnectWise Manage and Zoom?
If there's an error during integration, we provide detailed logs that help identify what went wrong. Common issues might include authentication failures or connectivity problems, all of which are documented for resolution guidance.
How often does data sync between ConnectWise Manage and Zoom once integrated?
Once integrated, data between ConnectWise Manage and Zoom synchronizes based on event triggers you set up. For instance, when there’s an action taken (like closing a ticket), it immediately communicates that event across platforms.
Are there any limitations on the type of data shared between ConnectWise Manage and Zoom?
We prioritize security and only allow synchronization of essential data needed for operations like contact details or meeting information. Sensitive information requires additional configurations to ensure compliance with security standards.
