ConnectWise Manage + Microsoft Teams
Notify Microsoft Teams with channel messages for new or updated ConnectWise Manage projects
Stay updated on your ConnectWise Manage projects directly in Microsoft Teams with this convenient workflow. Whenever there's a new or updated project in ConnectWise Manage, it sends a channel message in Microsoft Teams to keep your team informed. This seamless process ensures real-time project updates and better collaboration, without manual work or missing important information.
Stay updated on your ConnectWise Manage projects directly in Microsoft Teams with this convenient workflow. Whenever there's a new or updated project in ConnectWise Manage, it sends a channel message in Microsoft Teams to keep your team informed. This seamless process ensures real-time project updates and better collaboration, without manual work or missing important information.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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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
