ConnectWise Manage + Zapier Tables
Create records in Zapier Tables for new or updated tickets in ConnectWise Manage
Keeping your data organized in an instant, this workflow leaps into action when there's a newly created or updated ticket in ConnectWise Manage. It seamlessly creates a record in Zapier Tables, ensuring the information is streamlined and constantly updated. A great solution for teams that want to improve efficiency and keep track of changes or updates on tickets without manual data entry.
Keeping your data organized in an instant, this workflow leaps into action when there's a newly created or updated ticket in ConnectWise Manage. It seamlessly creates a record in Zapier Tables, ensuring the information is streamlined and constantly updated. A great solution for teams that want to improve efficiency and keep track of changes or updates on tickets without manual data entry.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Create Record
Creates a new record on a table.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany 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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
