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Set up your first integration
Quickly connect ConnectWise Manage to ServiceNow with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with ServiceNow - 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 "Attach a File to a Record" in ServiceNow.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and ServiceNow, 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 ServiceNow
Sync new tickets to ServiceNow
When a new ticket is created in ConnectWise Manage, Zapier automatically creates a corresponding record in ServiceNow. This ensures IT teams can manage all service requests centrally, improving response time and minimizing the risk of overlooked tickets.
IT
Update ServiceNow records with project changes
When a project is updated in ConnectWise Manage, Zapier updates the associated record in ServiceNow. Project managers can stay aligned across tools, ensuring stakeholders have up-to-date information and reducing miscommunication.
Project Management
Frequently Asked Questions about ConnectWise Manage + ServiceNow 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 ServiceNow
What initial steps are required to integrate ConnectWise Manage with ServiceNow?
Begin by setting up API keys in both ConnectWise Manage and ServiceNow. Ensure that your ConnectWise Manage account has the necessary permissions to interact with ServiceNow. Then, configure triggers and actions such as ticket creation or update triggers from ConnectWise to generate actions like incident updates in ServiceNow.
How can I ensure that ticket updates in ConnectWise Manage reflect in ServiceNow?
Utilize triggers within ConnectWise Manage, such as 'ticket status changed', to trigger actions in ServiceNow that update the corresponding incident. Make sure that mapping fields between the two platforms is accurately configured.
What should I do if data is not syncing between ConnectWise Manage and ServiceNow?
Check your API connection first. Ensure both platform APIs are active and properly authenticated. Look into the trigger settings for any errors and verify if actions are being executed correctly after each trigger event.
Is it possible to customize which fields are synced between the two platforms?
Yes, you can customize field mappings between ConnectWise Manage and ServiceNow. During setup, define which specific fields will trigger events and how data should be sent across each system's API calls.
Can workflow automation be implemented within this integration?
Absolutely, workflow automation can be set up by using specific triggers like 'a new service request' or 'a priority change' from ConnectWise to automatically perform actions like notifying teams or escalating incidents in ServiceNow.
What permissions are needed for users managing the integration between these systems?
Users need appropriate administrative privileges on both platforms. In ConnectWise Manage, users should have access rights to manage integrations and API interactions. In ServiceNow, similar permissions should be granted for system configuration adjustments.
How do we handle security concerns regarding data transfer between these platforms?
Ensure end-to-end encryption during data transfer processes through encrypted HTTPS connections. Regularly update your API keys and follow best practices for cybersecurity protocols within both platforms.
