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How to connect ConnectWise Manage + Microsoft Teams

Onlizer provides you with all required tools to setup connection and send info between ConnectWise Manage and Microsoft Teams automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ConnectWise Manage and Microsoft Teams accounts

2

Integrate

Customize your ConnectWise Manage to Microsoft Teams integration

3

Launch

Run automation ConnectWise Manage + Microsoft Teams online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Notify for ConnectWise Manage

Track important events in ConnectWise Manage and send them to Microsoft Teams

Setup send and receive notifications for events in ConnectWise Manage to Microsoft Teams in a few minutes.
Integrate Microsoft Teams to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats.

  • Send notification to Microsoft Teams when Ticket created in ConnectWise Manage
  • Send notification to Microsoft Teams when Ticket note created in ConnectWise Manage
  • Send notification to Microsoft Teams when Ticket updated in ConnectWise Manage
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Chats for ConnectWise Manage

Talk to your customers from ConnectWise Manage and close deals faster via Microsoft Teams

Onlizer Chats connects your ConnectWise Manage to Microsoft Teams and other messengers to send and receive messages, sync chats, add contacts and deals on the fly, schedule tasks and track activities.

Onlizer Chats messages sync

Close your deals in messengers

Connect your CRM to WhatsApp, Telegram, Microsoft Teams, Slack, Discord, Viber and other messengers to sync messages, add contacts and deals on the fly, schedule tasks, manage tickets and track activities.

Connect WhatsApp, Telegram, Viber, Teams to:

Onlizer Chats available now in beta mode. Request access to empower your communication

Onlizer Studio

Create customized individual integration of ConnectWise Manage to Microsoft Teams with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ConnectWise Manage and Microsoft Teams with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case

ConnectWise Manage + Microsoft Teams integration ideas

Support or submit ConnectWise Manage and Microsoft Teams integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Search and attach/link Teams lists and projects in ClickUp
Upvote: 1
Import tasks from MS Teams to ClickUp
Upvote: 1
Send notification to Teams after ClickUp task changed
Upvote: 1
Create a ClickUp task from a MS Teams message
Upvote: 1
Start Microsoft Teams meeting from ClickUp task
Upvote: 1

Explore ConnectWise Manage and Microsoft Teams integration features

You can easy create integration for ConnectWise Manage and Microsoft Teams using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Ticket created in ConnectWise Manage

Trigger activates when new ticket was created

Try trigger Trigger
Ticket note created in ConnectWise Manage

Trigger activates when new public ticket comment was created

Try trigger Trigger
Ticket updated in ConnectWise Manage

Trigger activates when ticket was updated

Try trigger Trigger
Create ticket in ConnectWise Manage

Allows to create new service ticket

Try action Action
Update ticket in ConnectWise Manage

Allows to update existing ticket.

Try action Action
Add note to ticket in ConnectWise Manage

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

Try action Action
Get boards in ConnectWise Manage

Returns boards list.

Try action Action
Get statuses in ConnectWise Manage

Returns statuses list for board.

Try action Action
Send Channel Message in Microsoft Teams

Send message to selected Microsoft Teams channel

Try action Action
Send Chat Message in Microsoft Teams

Send message to selected Microsoft Teams chat

Try action Action

FAQ

Connect ConnectWise Manage and Microsoft Teams in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ConnectWise Manage and Microsoft Teams to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ConnectWise Manage and Microsoft Teams accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ConnectWise Manage to Microsoft Teams online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ConnectWise Manage and Microsoft Teams seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Microsoft Teams when event occured in ConnectWise Manage or when data changed in Microsoft Teams to perform action in ConnectWise Manage. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ConnectWise Manage and Microsoft Teams to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ConnectWise Manage and Microsoft Teams with 300+ services like: