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ConnectWise Manage integration

ConnectWise Manage calls itself a business management platform for companies that sell, service, and support technology. According to the vendor, the product supports 110,000 users and helps them achieve greater accountability, operational efficiency, and profitability. The platform is cloud-based and integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics in order to streamline a company's operations.

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ConnectWise Manage's triggers and actions

Triggers

Ticket created

Trigger activates when new ticket was created

Ticket note created

Trigger activates when new public ticket comment was created

Ticket updated

Trigger activates when ticket was updated

Boards

Get boards

Returns boards list.

Get statuses

Returns statuses list for board.

Companies

Get companies

Returns list of companies.

Contacts

Get contacts

Returns contacts for company.

Countries

Get countries

Returns list of countries.

Members

Get members

Returns system members list.

Notes

Add note to ticket

Create new text note and add it to ticket. Note can be external discussion, internal note or resolution.

Priorities

Get priorities

Returns priorities list.

Teams

Get board teams

Returns teams list from selected board.

Tickets

Create ticket

Allows to create new service ticket

Update ticket

Allows to update existing ticket.

 

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