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Zapier

Zapier

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Product Overview

ConnectWise Manage is now in Beta as 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

 

Integration

ConnectWise Manage ConnectWise Manage

Documentation

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User Reviews

  • 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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