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ConnectWise Manage + Smartsheet

Add rows to Smartsheet for new or updated ConnectWise Manage projects

Keep your team informed about new or updated projects in ConnectWise Manage by automatically adding them to a Smartsheet sheet. With this workflow, whenever a project is created or updated in ConnectWise Manage, a row will be added to the specified Smartsheet sheet, ensuring everyone has access to the latest project information. Streamline your project management process and improve team collaboration with this convenient automation.

Keep your team informed about new or updated projects in ConnectWise Manage by automatically adding them to a Smartsheet sheet. With this workflow, whenever a project is created or updated in ConnectWise Manage, a row will be added to the specified Smartsheet sheet, ensuring everyone has access to the latest project information. Streamline your project management process and improve team collaboration with this convenient automation.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Project

    Triggers when a project is created or updated.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    Try It

    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It

    • 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

    Action
    Write

    • SummaryRequired

    • CompanyRequired

    • Record TypeRequired

    • Priority

    Action
    Write

    • New, Updated or Both

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search

    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It

    • 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

    Action
    Write

    • Ticket TypeRequired

    • TextRequired

    • Detail Description

    • Internal Analysis

    • Resolution

    Action
    Write
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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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Related categories

  • CRM (Customer Relationship Management)

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smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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