ConnectWise Marketplace| Zapier

Product Overview
Integration
Documentation
Reviews

Product Overview

ConnectWise Manage is now an included application on Zapier. Zapier is a cloud integration service that connects ConnectWise Manage to hundreds of complimentary solutions. Zapier allows users to connect two or more applications and then automates repetitive tasks. Set up and implementation is simplified, and Partners are able to build ConnectWise Manage application workflows to solutions of their choice with just a few clicks.

Complimentary vendors currently part of the Zapier “catalog”:

HubSpot
Jira
EventBrite
Dynamics CRM
MailChimp
NetSuite
Sugar CRM

…and more

Zapier uses ConnectWise Manage Callbacks to create instant outbound workflows through the use of Zapier Triggers.

Triggers kick off outbound workflow rules when a certain is met:

New or updated Manage company records
New or updated Manage contact records
New or updated Manage tickets
New or updated Manage projects

Create inbound integrations using Searches and Actions.

Zapier Searches find existing records to avoid creating duplicates on inbound requests:

Find Manage companies
Find Manage contacts
Find Manage tickets
Find Manage projects

Zapier Actions create or update records based on other Zapier Apps:

Create Manage companies
Create Manage contacts
Create Manage tickets
Create Manage projects
Create Manage ticket notes
Update Manage companies
Update Manage tickets

Integration

ConnectWise Manage

Documentation

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User Reviews

Frederic Therrien, Soges-Tech

We use Zapier to integrate with another ticket platform we use it to receive parse email and we currently use it to integrate with Jira and we are looking foward to integrate with other platforms soon!

Date: 2/19/2018 12:03 PM

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Dan Scott, Complete I.T. Ltd

Brilliant service and if you're not already using it you really should be. Can't wait for more triggers and actions - creating activities as actions and triggering off company create/edit would be the first two I can think of right now. Overall though superb service and opens Manage up to so many integrations and possibilities. No issues with the service being in beta for me either so don't let that bit put you off.

Date: 8/9/2017 11:33 AM

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David Haddad, Vidacom

This brings incredible capabilities to ConnectWise and deserves more visibility. As an example I've set up a "Zap" that for some tickets automatically triggers the creation of a Google spreadsheet, creates a file name for it that contains the company and ticket #, creates a link to the spreadsheet on the internal analysis section, and creates a link to the ticket on the spreadsheet. All seamless and 100% automatic. There are hundreds of apps that can be linked with, possibilities are endless.

Date: 4/23/2017 2:32 PM

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Robert Slone, iland Cloud

Although we haven't used the official ConnectWise Zapier app yet, we have used Zapier for over a year. We've connected Zapier to ConnectWise in a different way as well as Salesforce, PagerDuty, Mandrill, Jira, StatusPage.io, MailChimp, HubSpot, Slack, and so many more. We've ran over 600,000 Zaps and I could not recommend Zapier enough. Great value and incredibly easy to use. Robert Slone Director of Operations iland Cloud

Date: 1/14/2017 12:48 AM

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