ConnectWise Manage + Microsoft Excel + Ninja Forms Integrations
How to connect ConnectWise Manage + Microsoft Excel + Ninja Forms
Zapier lets you send info between ConnectWise Manage and Microsoft Excel and Ninja Forms automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
Start here
Start here
Choose an Action
Choose an Action
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Do even more with ConnectWise Manage + Microsoft Excel + Ninja Forms
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, Microsoft Excel, and Ninja Forms. 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
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
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How ConnectWise Manage + Microsoft Excel + Ninja Forms Integrations Work
- Step 1: Authenticate ConnectWise Manage, Microsoft Excel, and Ninja Forms.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.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
Related categories
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories
About Ninja Forms
Ninja Forms is the easiest and most flexible WordPress Form builder.
