Integrate ConnectWise Manage with Freshservice to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate ConnectWise Manage with Freshservice - no code necessary. See how you can get setup in minutes.

Select a trigger from ConnectWise Manage

A trigger is an event that starts your Zap and runs the workflow. For example, with ConnectWise Manage, a trigger could be "New/Updated Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Freshservice

An action is what takes place after the automation is triggered. For example, with Freshservice, the action could be "Add Notes to a Ticket."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to Freshservice

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Triggers and actions are the main components of every automated workflow.

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Frequently Asked Questions about ConnectWise Manage + Freshservice integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Freshservice

How do I set up ConnectWise Manage to integrate with Freshservice?

To set up the integration between ConnectWise Manage and Freshservice, you'll first need to have active accounts on both platforms. In Freshservice, navigate to the admin settings and select 'Integrations' where you can find ConnectWise Manage. Follow the instructions provided to enter your ConnectWise Manage API credentials and set up the triggers and actions you want automated.

What triggers can initiate actions in Freshservice when integrating with ConnectWise Manage?

Triggers such as 'New Ticket Created', 'Ticket Updated', or 'Client Created' in ConnectWise Manage can be configured to initiate corresponding actions in Freshservice. This allows for seamless communication between platforms, ensuring that any updates in ConnectWise are reflected in Freshservice as per your defined workflows.

Can I create custom workflows between ConnectWise Manage and Freshservice?

Yes, you can create custom workflows by setting specific triggers in ConnectWise Manage that perform designated actions in Freshservice. For example, if a ticket is marked urgent in ConnectWise, it could automatically update its status or notify specific teams within Freshservice.

Are there any limitations on data fields that can be mapped between these two platforms?

While most standard fields like Ticket ID, Status, and Priority can be mapped between ConnectWise Manage and Freshservice, certain custom fields may require additional configurations or might not be supported directly within the integration settings.

How does error handling work during the integration process?

During the integration setup between ConnectWise Manage and Freshservice, we provide options for error logging and notification so you're made aware of any issues that arise during data transfer. This way, you can quickly address any disruptions without significant impact on operations.

Is it possible to synchronize ticket statuses across both systems automatically?

Yes, through the use of specific triggers like 'Ticket Status Changed' in ConnectWise Manage, tickets can be synchronized with corresponding status updates automatically applied within Freshservice. This ensures consistency across both service management tools.

Do I need technical support for setting up this integration on my own?

The setup process is straightforward with step-by-step guides available within our platform's support section. However, if you run into technical issues or have complex requirements for your automation processes, our support team is ready to assist you with advanced setup guidance.

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Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- 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
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write

- TicketType
  Required
- Summary
  Required
Action
Write
- Company Identifier
  Required
Action
Search

- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- 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
New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket No
  Required
- Body
- Private
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Job Title
- Primary Email
  Required
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write

- 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_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Write
- Company
  Required
- Company_name
  Required
- Status
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Search or write
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- Subject
  Required
- Email
  Required
- Description
  Required
- Priority
- CC Emails
- Ticket Status
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write