ConnectWise Manage + Microsoft Teams

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

Stay informed and act quickly on new or updated tickets in ConnectWise Manage with this seamless workflow. When a ticket is created or modified in ConnectWise Manage, this automation sends a chat message to a designated Microsoft Teams channel, keeping your team up-to-date and able to resolve issues promptly. Improve communication and enhance your team's efficiency with this integration.

Stay informed and act quickly on new or updated tickets in ConnectWise Manage with this seamless workflow. When a ticket is created or modified in ConnectWise Manage, this automation sends a chat message to a designated Microsoft Teams channel, keeping your team up-to-date and able to resolve issues promptly. Improve communication and enhance your team's efficiency with this integration.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Ticket

    Triggers when a service ticket is created and/or updated.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    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
    • New, Updated or Both

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search

    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It
    • 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
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connectwise-manage logo

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)

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microsoft-teams logo

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 moreHelp

Related categories

  • Microsoft
  • Team Chat

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