ConnectWise PSA

Features:

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