ConnectWise Manage + Email Parser by Zapier + Microsoft Excel Integrations
How to connect ConnectWise Manage + Email Parser by Zapier + Microsoft Excel
Zapier lets you send info between ConnectWise Manage and Email Parser by Zapier and Microsoft Excel automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with ConnectWise Manage + Email Parser by Zapier + Microsoft Excel
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 ConnectWise Manage, Email Parser by Zapier, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, 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
Service Board 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
Join millions worldwide who automate their work using Zapier
How ConnectWise Manage + Email Parser by Zapier + Microsoft Excel Integrations Work
- Step 1: Authenticate ConnectWise Manage, Email Parser by Zapier, and Microsoft Excel.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.
