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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.

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

    Triggers when a project is created or updated.

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

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    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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About ConnectWise Manage

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