Cognito Forms + ConnectWise Manage + SQL Server Integrations

How to connect Cognito Forms + ConnectWise Manage + SQL Server

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Do even more with Cognito Forms + ConnectWise Manage + SQL Server

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, ConnectWise Manage, and SQL Server. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It

New Territory
Triggers when a new territory is created.
Trigger
Scheduled
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- 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
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- 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
Search or write
- Table/ViewRequired
Trigger
Scheduled
Try It
- QueryRequired
Trigger
Scheduled
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- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Scheduled
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- TableRequired
- ID ColumnRequired
Action
Write
- QueryRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
- Service Board Filter
Trigger
Scheduled
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
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- 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
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Search or write
- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Scheduled
Try It
New Table
Triggers when you add a new table.
Trigger
Scheduled
Try It
- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- QueryRequired
Action
Search

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How Cognito Forms + ConnectWise Manage + SQL Server Integrations Work

Step 1: Authenticate Cognito Forms, ConnectWise Manage, and SQL Server.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Cognito Forms + ConnectWise Manage + SQL Server

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.