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