ConnectWise Manage + Microsoft Teams

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

Stay ahead with your customer inquiries by instantly transforming new chat messages in Microsoft Teams into tickets in ConnectWise Manage. This workflow will ensure every customer communication is tracked effectively and professionally, minimizing the chance of missed opportunities. Enhance your customer service efficiency while maintaining clear and organized records in a seamless, user-friendly way.

Stay ahead with your customer inquiries by instantly transforming new chat messages in Microsoft Teams into tickets in ConnectWise Manage. This workflow will ensure every customer communication is tracked effectively and professionally, minimizing the chance of missed opportunities. Enhance your customer service efficiency while maintaining clear and organized records in a seamless, user-friendly way.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Chat Message

    Triggers when a new message is received in a chat.

    TriggerScheduled
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Ticket

    Creates a new service desk or project ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • MessageRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    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)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-teams logo
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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