Integrate ConnectWise Manage with Microsoft Teams 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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ConnectWise Manage with Microsoft Teams - 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 Microsoft Teams

An action is what takes place after the automation is triggered. For example, with Microsoft Teams, the action could be "Create Channel."

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

That’s it! You just connected ConnectWise Manage to Microsoft Teams

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ConnectWise Manage to Microsoft Teams with a Zapier template.

Our most popular template

Send Microsoft Teams channel messages for new or updated tickets in ConnectWise Manage
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ConnectWise Manage + Microsoft Teams
Send Microsoft Teams chat messages for new or updated ConnectWise Manage tickets
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ConnectWise Manage + Microsoft Teams
Create ConnectWise Manage tickets from new Microsoft Teams channel mentions
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Microsoft Teams + ConnectWise Manage
Notify Microsoft Teams with channel messages for new or updated ConnectWise Manage projects
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ConnectWise Manage + Microsoft Teams
Turn new Microsoft Teams channel messages into ConnectWise Manage tickets
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Microsoft Teams + ConnectWise Manage
Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams
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Microsoft Teams + ConnectWise Manage

Send Microsoft Teams channel messages for new or updated tickets in ConnectWise Manage

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ConnectWise Manage + Microsoft Teams

Send Microsoft Teams chat messages for new or updated ConnectWise Manage tickets

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ConnectWise Manage + Microsoft Teams

Create ConnectWise Manage tickets from new Microsoft Teams channel mentions

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Microsoft Teams + ConnectWise Manage

Notify Microsoft Teams with channel messages for new or updated ConnectWise Manage projects

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ConnectWise Manage + Microsoft Teams

Turn new Microsoft Teams channel messages into ConnectWise Manage tickets

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Microsoft Teams + ConnectWise Manage

Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams

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Microsoft Teams + ConnectWise Manage

Make work flow with AI

Level up your ConnectWise Manage to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about ConnectWise Manage + Microsoft Teams 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 Microsoft Teams

How do I integrate ConnectWise Manage with Microsoft Teams?

To integrate ConnectWise Manage with Microsoft Teams, you'll need to set up a connection through our platform where you can create workflows that connect triggers from ConnectWise Manage to actions in Microsoft Teams, such as sending a message on a specific event.

What triggers in ConnectWise Manage can initiate actions in Microsoft Teams?

Triggers like new ticket creation or status updates in ConnectWise Manage can initiate corresponding actions like posting a message in a designated Microsoft Teams channel.

Can I customize the alerts from ConnectWise Manage to be sent to specific Microsoft Teams channels?

Yes, you can customize workflows so that specific events or updates from ConnectWise Manage are directed to particular channels within Microsoft Teams for better organization.

Is there a way to notify my team in real-time about updates from ConnectWise Manage?

Absolutely. By setting up appropriate triggers and actions through our service, you can ensure that any updates or changes in ConnectWise Manage are instantly communicated within your selected Microsoft Teams channel.

Do I need any special permissions to link ConnectWise Manage with Microsoft Teams?

You will require administrative permissions both on your ConnectWise Manage account and your organization's Microsoft Teams setup to establish an initial connection and manage integrations.

What kind of support is available if I encounter issues during the integration process?

Our support team is available to assist with any challenges you face during setup. You might also find answers within our community forums or detailed documentation provided online.

Are there pre-built workflow templates for integrating ConnectWise Manage with Microsoft Teams?

Yes, we offer several pre-built templates designed for common use cases which can help you quickly set up standard workflows between ConnectWise Manage and Microsoft Teams.

Connect ConnectWise Manage and Microsoft Teams to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect ConnectWise Manage and Microsoft Teams to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

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
- Team
  Required
Trigger
Scheduled
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Scheduled
Try It
- Team
  Required
Trigger
Scheduled
Try It
- Team
  Required
- Channel
  Required
- Message
  Required
Trigger
Scheduled
Try It
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Channel
  Required
- Message Text Format
- Message
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- Team
  Required
- Channel
  Required
Trigger
Scheduled
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Reply Content
  Required
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write

Learn how to automate ConnectWise Manage on the Zapier blog

Learn how to automate Microsoft Teams on the Zapier blog

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more Help

Related categories

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

Connect ConnectWise Manage to Microsoft Teams on the world's largest no-code automation platform

Explore ConnectWise Manage + Microsoft Teams Integrations

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Integrate ConnectWise Manage with Microsoft Teams to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from ConnectWise Manage

Setup an action from Microsoft Teams

That’s it! You just connected ConnectWise Manage to Microsoft Teams

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Send Microsoft Teams channel messages for new or updated tickets in ConnectWise Manage

Send Microsoft Teams chat messages for new or updated ConnectWise Manage tickets

Create ConnectWise Manage tickets from new Microsoft Teams channel mentions

Notify Microsoft Teams with channel messages for new or updated ConnectWise Manage projects

Turn new Microsoft Teams channel messages into ConnectWise Manage tickets

Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams

Send Microsoft Teams channel messages for new or updated tickets in ConnectWise Manage

Send Microsoft Teams chat messages for new or updated ConnectWise Manage tickets

Create ConnectWise Manage tickets from new Microsoft Teams channel mentions

Notify Microsoft Teams with channel messages for new or updated ConnectWise Manage projects

Turn new Microsoft Teams channel messages into ConnectWise Manage tickets

Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams

Make work flow with AI

Frequently Asked Questions about ConnectWise Manage + Microsoft Teams integrations

Connect ConnectWise Manage and Microsoft Teams to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect ConnectWise Manage and Microsoft Teams to unlock the power of automation

Supported triggers and actions

Learn how to automate ConnectWise Manage on the Zapier blog

Learn how to automate Microsoft Teams on the Zapier blog

6 ways to automate Microsoft Teams

How to create an auto-responder (and other bots) in Microsoft Teams

How to use Zapier within Microsoft Teams

Connect ConnectWise Manage to Microsoft Teams on the world's largest no-code automation platform

Explore ConnectWise Manage + Microsoft Teams Integrations

Explore ConnectWise Manage + Microsoft Teams Integrations